Personal Banker Jobs

About The Position

Requirements

• At least 2 years of customer service experience.
• At least 1 year of retail banking experience.
• Ability to develop and maintain collaborative relationships as a motivated team player.
• Strong written and verbal communication skills.
• Intermediate PC proficiency.
• Intermediate proficiency in Google Docs and Microsoft Office products.
• High school diploma or GED.

Nice To Haves

• Cash handling experience.
• Cross-selling experience.
• Consumer credit experience.
• Platform banking experience.
• Bachelor’s degree in finance or a related field.

Responsibilities

• Establish, expand, and retain high-value consumer and business client relationships to support the banking center’s financial growth.
• Communicate proactively with current and prospective clients to educate them, ensure understanding, resolve issues, build loyalty, and solicit feedback.
• Use need-based sales techniques and customer financial profiles to identify products and services that meet client needs.
• Maintain working knowledge of banking products and promotions.
• Open new accounts and service existing accounts.
• Meet defined sales and service goals.
• Recommend branch budgetary needs and methods for improving the client experience to supervisors.
• Investigate root causes of customer service issues and implement resolutions, involving supervisors in more complex matters.
• Conduct onboarding activities for new clients.
• Perform teller functions when needed.
• Provide backup support to other branches as needed.
• Assist with and provide training to colleagues and serve as a mentor when needed.
• Perform branch sales and service functions as needed.
• Practice ethical sales behaviors consistent with the Bank’s values of integrity and honesty, and act in customers’ best interests when offering additional products and services.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance at no additional cost
• Accidental Death & Dismemberment coverage
• Long-term disability coverage
• Paid sick and vacation leave
• 11 holidays
• Volunteer/service day
• Employee stock purchase plan
• 401(k) retirement plan with a 50% match on the first 8% of employee contributions
• Flexible Spending Accounts
• Health Savings Account
• Health Reimbursement Arrangement
• Supplemental life and other insurance plans
• Identity theft protection
• Pet insurance
• Legal insurance
• Employee Assistance Program
• Employee Advocacy Program
• Entertainment discounts through Tickets at Work
• AT&T employee discount
• Wellness discounts for medical premiums and other rewards
• Employee referral incentive
• Education assistance
• Employee Resource Groups
• Free interest checking
• Free safe deposit box
• Free money orders, travelers’ checks, and cashier checks
• Discount on mortgage origination fee
• Free online banking and unlimited online bill payment
• Employee banking perks