Personal Banker

Posted on

Job Description & Responsibilities:

Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships. Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance. Apply need-based sales techniques and conducts customer financial profiles to attract, expand, and retain client relationships by identifying products and services. Maintain a working knowledge of banking products and promotions. Open new accounts and service existing accounts. Accountable for achievement of defined sales and service goals. Responsible for making recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience. Work to understand the root causes of customer service issues. Identify and implement resolutions for service issues involving supervisors on more complex issues. Conduct onboarding activities for new clients. May perform teller functions when needed. Provide backup support to other branches as needed. May provide assistance and training to other colleagues and serve as a mentor. May perform all sales and service functions of the branch as needed. Practices ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty. Always act in the best interest of the customer when offering additional products and services. Required Knowledge, Skills and Competencies: Highly motivated team-player with ability to develop and maintain collaborative relationships. Strong written and verbal communication skills. Intermediate PC proficiency. Intermediate proficiency in Google Docs and Microsoft Office products.

Qualifications:

2 or more years of customer service experience required. 1 or more years of retail banking experience required. Cash handling experience preferred. Cross selling experience preferred. · Consumer credit experience preferred. Platform banking experience preferred. Academic: High school diploma or GED required. Bachelor’s degree in finance or related field preferred.

Salary:

Depending on Experience


Keywords

Job Finder