We are looking for a talented Personal Banker to establish new and increase existing customer account relationships through sales and referrals. You will manage teller staff, foster a positive environment and ensure customer satisfaction. The successful candidate will have a hands-on approach and will be committed to the expansion and success of the business by implementing strategies that increase productivity and enable sales targets achievement.
Specific Job Functions:
- Responsible for achieving established customer engagement and service goals.
- Provides a range of customer service at the financial institution, engaging with customers to identify needs, explaining available financial institution products and services.
- Answers online, telephone and in person inquiries.
- Daily use of online banking systems, debit card, credit card, check ordering, and other partner systems to provide high level of service to customers.
- Responsible for business development (making outside sales calls on customers and potential customers).
- Identifies customer needs and actively refers loan services to appropriate financial institution specialists.
- Participates in sales, service and product training meetings.
- Follows policies and procedures related to retail and lending.
- Performs Teller duties when necessary.
- Responsible for ensuring compliance with BSA/AML/OFAC policies, procedures, and processes as it pertains to their role in the Bank.
- Other duties as assigned by supervisor.
Job Requirements:
- High school diploma or equivalent
- Six months or more experience in the teller function or cash handing, as well as sales experience, particularly in cross-marketing products and services.
- Excellent interpersonal and communication skills.
- Good understanding of financial products and services.
- Strong organizational skills
- Must be willing to travel
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.