Personal Banker Jobs

About The Position

Requirements

• High school diploma/GED.
• Work involves extensive cash handling, which requires ability to perform advanced math functions.
• Work involves contact with the public, necessitating the ability to present a professional image.
• Must have the ability to interact comfortably and confidently with the public and demonstrate the initiative to initiate dialogue.
• Work requires the ability to properly read and write well enough to communicate in both oral and written form.
• Position requires in-depth knowledge of retail policies and procedures in order to perform the essential duties with minimal supervision, which is usually acquired with a minimum of 2 years of CSR experience.
• Work requires the ability to take initiative and utilize sound judgment in decision-making and diplomacy and tact in problem resolution.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
• Need to have flexibility in scheduling.
• This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsibilities

• Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can-do attitude, and portraying a willingness to help at all times.
• Have a developed rapport with the customer base and have knowledge of account ownership.
• Act with confidence by answering and/or finding answers to customer questions and finding solutions to customer issues.
• Be responsive and timely with correspondence and problem resolution.
• Maintain a position of trust and responsibility by keeping all customer business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
• Maintain a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed.
• Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes.
• Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
• Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures.
• Consistently meet or exceed sales referrals, as set by management.
• Actively involve self in daily huddles, sales meetings and staff meetings.
• Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
• Initiate conversations to uncover customer needs and effectively refer customers to business partners for the selling and cross-selling of bank products and services.
• Utilize appropriate tools for all referrals sent to business partners for tracking purposes.
• Consistent daily review of tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals.
• Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.

Benefits

• Comprehensive benefits and differentiated compensation offerings
• Extensive benefits programs designed to support the individual needs of employees and their families, encompassing physical, financial, emotional and social well-being.