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The Personal Banker establishes new and expands existing customer account relationships through sales, cross-selling, referrals, and customer service. As an initial sales and service contact for new and existing clients, the role supports retention and growth of profitable relationships by offering deposit, loan, investment, and other products and services. This is an introductory sales position with established lending training requirements; the role may or may not have a lending limit. The Personal Banker works with the branch team to meet sales and service goals, manage customer needs, and comply with applicable regulations, audit standards, policies, and risk requirements. Professionalism, confidentiality, reliable attendance, punctuality, flexibility, and adaptability are essential. The position involves engaging customers, identifying their financial needs, providing consultative product guidance, completing account documentation, assisting with a range of account and transaction requests, and resolving inquiries and concerns. The Personal Banker also learns Consumer Lending, completes required training, follows fraud-prevention and security procedures, and represents First Bank of Wyoming in a professional manner. The role includes regular customer contact and community and bank-sponsored activities. Work is performed indoors in a climate-controlled shared work area with moderate noise, and sometimes outdoors in inclement weather. Occasional travel of fewer than 10 days per year may be required. The position requires use of routine office equipment and computer work averaging 6–8 hours per day when necessary. Extended hours or off-site travel may be required or requested by management. Physical demands include frequent sitting and repetitive hand use, occasional standing, walking, lifting or reaching, and the ability to lift up to 25 pounds occasionally. The role requires close visual acuity and the ability to perform duties independently or with limited supervision.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED

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