Personal Banker Jobs

About The Position

Requirements

• High school graduate or equivalent.
• Zero to 3 years of new account experience.
• Good understanding of financial services and products.
• Complete the Personal Banker Mentor Program or Personal Banker Learning Plan.
• Complete the Teller Learning Plan, if applicable.
• Understand the Caller Identification Process and secure code; training is offered by the Training Department.
• Complete BPM Training I, II, III, and IV.
• Understand when to use DocuSign and complete training on DocuSign forms and templates.
• Ability to open consumer checking and savings accounts and commercial checking and savings accounts.
• Ability to issue debit cards and complete requested customer file maintenance.
• Ability to clear DDA exceptions and denial exceptions in a timely manner.
• Ability to input debit card disputes and identify fraud situations; complete Risk Management I, II, and III training.
• Ability to offer and cross-sell bank products, including credit cards.
• Complete Harland check order training.
• Complete introductory and domestic wire transfer training.
• Ability to resolve missing signature card items in a timely manner.
• Understand service charge waivers requiring approval and complete the weekly report.
• Knowledge of online banking.
• Excellent communication and public relations skills.
• Professional appearance and attitude.
• Ability to operate related computer applications and business equipment, including a 10-key and telephone.
• Solid math and bookkeeping abilities.
• Ability to communicate detailed or important instructions accurately.
• Average hearing and visual abilities sufficient to receive ordinary information and prepare or inspect documents.
• Finger dexterity and ability to perform repetitive wrist, hand, and finger movements.
• Ability to perform sedentary work, sitting most of the time, and occasionally exert up to 10 to 25 pounds of force.
• Ability to apply common-sense reasoning to detailed instructions and problems involving a few variables.
• Ability to perform basic math, use decimals to compute ratios and percentages, and interpret graphs.
• Ability to read and write complex sentences with proper punctuation and communicate using normal word order and good vocabulary.

Responsibilities

• Open, close, renew, and maintain checking, savings, time deposit, and individual retirement accounts; assist with safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
• Present and explain Bank products and services, identify client needs, profile clients for sales opportunities, and use lead lists and other methods to generate business.
• Answer client questions and resolve problems by listening, gathering information, and finding answers.
• Process new accounts and changes to existing accounts, including name, address, and product changes, while protecting the privacy of client account information.
• Resolve client requests promptly, courteously, and professionally, and maintain the Bank’s professional reputation.
• Coordinate with area personnel and management, assist staff as required, and keep the Banking Center Manager informed of activities and significant problems.
• Complete required reports and records accurately and promptly; ensure daily logs are completed correctly and organize them for month-end review.
• Review new account and data entry for accuracy as needed; support Treasury Management with client accounts and services.
• Oversee annual year-end reporting and banking-center projects such as key box or safe deposit box key audits.
• Actively sell Bank products and services and meet sales production goals.
• Perform related clerical duties and keep work areas clean, secure, and well maintained.
• Attend meetings and training classes that may take place on weekdays, evenings, or Saturdays.
• Perform additional duties as assigned by the Banking Center Manager.
• Help develop, train, and motivate lobby associates in collaboration with the Teller Supervisor.