Personal Banker
1 month ago
TrustBank-Wheaton is seeking enthusiastic and entrepreneurial team members with a positive and creative mindset, intrinsic motivation and drive, with strong communications skills to contribute passionately while embracing TrustBank's vision, mission and core values. Recognized in 2024 as one of America's Best Regional Banks, TrustBank was founded in 1912 and we have been Growing Prosperity Together ever since. Join a our team of professionals in Wheaton and find a rewarding career at TrustBank.
JOB TITLE: PERSONAL BANKER
DEPARTMENT: WHEATON
REPORTS TO: MARKET PRESIDENT
FLSA STATUS: NON-EXEMPT
TYPE OF POSITION: FULL-TIME
JOB SUMMARY
Provide a high-touch approach to developing customer relationships. Offer the full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch operations and facilities management as needed. Address more complex transactions with ease and confidence. Communicate effectively with current and prospective customers, providing exceptional customer service at all times. Project a professional image for TrustBank that encourages your network and the DuPage County community to choose TrustBank.
DUTIES AND RESPONSIBILITIES
1. Promote TrustBank, its Values and its Service Standards.
o Ensure that customers receive prompt and courteous service.
o Cross-sell products to customers to meet their needs.
o Answer phone inquiries.
o Represent TrustBank at community functions and in your network to generate new relationships.
2. Provide Excellent Customer Service
o Opening new business and personal accounts.
o Issue and redeem certificates of deposit. IRA knowledge a plus.
o Assist customers in resolving account related problems.
o Establish proper identification of all new customers and adhere to compliance guidelines.
o Determine product suitability to best meet customer's needs.
o Order ATM/Debit cards and update information, activate, etc.
o Process check orders/re-orders for customers
o Give out appropriate loan applications.
3. Work with the team for friendly, efficient and accurate operation of the bank
o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM)
o Open and close bank when needed.
o Process night drop deposits.
o Run teller transactions accurately and efficiently.
o Balance drawer cash and vault cash.
o Approve checks within limits.
o Order and stock adequate supplies.
o Maintain over and short reports and transaction reports.
o Ship and order currency and coin from Fed.
o Scan and balance transaction in the proof program.
o Assist with monthly reports.
o Attend bank meetings and educational seminars as required.
o Provide support to Market President.
o Support ancillary deposit operations across the bank at-large as assigned.
o Perform other duties as assigned.
WORKING CONDITIONS
The position is a full-time position, working 40-hours per week. Regular schedule is Monday Friday, 8 AM 6 PM. Schedule is subject to change based on the needs of the bank. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.
TRUSTBANK CORE VALUES
Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties.
DISCLOSURES
TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position.
This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans
Updated January 24, 2024
Requirements:EDUCATION and/or EXPERIENCE
Must have high school education and be able to master on-the-job training requirements. Associates degree or higher in business or finance is preferred. A minimum of two years in retail banking experience is required. Banking certifications are ideal but not necessary.
REQUIRED SKILLS AND ABILITIES
Experience in customer sales, relationship management, and cross selling skills are desired. Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have. High level knowledge of mortgage and lending products and services and wealth management services offered by the bank.
TECHNICAL SKILLS
Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.
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