Personal Banker Jobs

About The Position

Requirements

• High school diploma or an equivalent combination of education and experience.
• At least 1 year of sales or customer service experience.
• Strong sales skills and the ability to provide excellent customer service in person and over the phone.
• Ability to meet personal and branch sales and customer service expectations.
• Motivated, organized self-starter with strong attention to detail and the ability to manage multiple priorities.
• Excellent written, verbal, and interpersonal communication skills; ability to work as part of a team.
• Ability to adapt to a variety of situations with an optimistic outlook aligned with the company’s culture and Core Values.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Must be eligible to work in the United States without sponsorship now or in the future.
• If considered for the position, must authorize an investigatory consumer report that discloses credit history, as required by federal regulations.

Nice To Haves

• Experience working in an environment with individual and team sales goals.

Responsibilities

• Interact with customers in person and over the phone to assess and meet their financial needs through needs-based conversations and sales fulfillment.
• Listen to customers, understand their needs, and recommend appropriate products and services to help achieve individual and team sales and service goals.
• Educate customers about retail products and digital solutions that support financial wellness and enhance the customer experience.
• Complete financial transactions accurately and efficiently while complying with policies, procedures, and regulatory requirements.
• Identify complex financial needs and refer customers to bank specialists when appropriate.
• Perform other duties as assigned.

Benefits

• Employer-sponsored health insurance
• Dental insurance
• Vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time
• Career development
• Education assistance
• Voluntary supplemental benefits
• Quarterly performance-based incentive compensation