Personal Banker Jobs

About The Position

Requirements

• Bachelor’s degree or equivalent sales and service experience.
• Good interpersonal, communication, and computer skills.
• Basic understanding of financial products and services, with the ability to learn more.
• Ability to assess customer needs, provide sound recommendations, and build customer relationships to optimize sales opportunities with new and existing customers.
• Effective written and verbal communication skills and computer skills.
• Professional demeanor, including business attire, courtesy, tact, and conflict-management skills.
• Ability to apply critical-thinking and problem-solving skills.
• Ability to adapt to changing demands and requirements.
• Successful completion of in-house or other approved training programs.
• Compliance with BSA regulations as appropriate to the position.
• Ability to use standard equipment such as computers, phones, and photocopiers.
• Manual dexterity and ability to move and lift up to 25 pounds.
• Ability to sit or stand for longer periods of time.
• Ability to work schedules that meet the Bank’s needs, potentially including early mornings, evenings, and/or weekends.
• Ability to travel locally to other worksites occasionally.

Nice To Haves

• Multilingual speaking ability.

Responsibilities

• Provide customer service, open new accounts, explain available bank products and services, and gather information to process new and existing accounts.
• Provide comprehensive electronic banking support to customers.
• Interview customers proactively to identify perceived and unperceived financial needs.
• Complete customer transactions accurately and efficiently, including IRA and CD transactions and teller transactions.
• Maintain knowledge of branch policies and procedures.
• Participate in business-generation activities, such as special events.
• Communicate with customers in person and by telephone, providing clarity through simplicity, guidance, and know-how.
• Support multiple branch locations as needed.
• Follow operational, regulatory, and security requirements, directives, and procedures while minimizing losses.
• Contribute to individual and group goals and offer ideas to improve processes and exceed customer expectations.
• Occasionally service the ATM and drive-up area outside the Bank building.