Personal Banker
1 month ago
- Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
- Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
- Be responsible for making appropriate referrals for other bank products and services, including commercial lending products.
- Follow up with clients as needed.
- If needed, be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
- Be responsible to resolve customer service issues.
- Establish, expand and maintain a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
- Perform other duties as assigned. Qualifications:
- 2+ years' experience as a universal banker/personal banker or similar retail banking role. An equivalent combination of education and experience may meet qualifications.
- Previous experience in a financial sales representative-oriented role preferred.
- Proficient knowledge of mathematical calculations and standard banking products, services, and transactions.
- Strong knowledge of all retail products and services.
- Basic knowledge of consumer lending applications.
- Strong customer service, interpersonal and communication skills, both verbal and written.
- Effective selling, cross-selling and referral skills.
- Strong mathematical, problem-solving and negotiation skills.
- Strong interpersonal & relationship building skills.
- Strong attention to detail and time management.
- Proficient in basic computer skills.
- High School diploma or equivalent. Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 13 Paid Holidays, (includes Nevada Day & Family Day)
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products Pay range (depending on experience): $22 - $24/hour
- Tuition Reimbursement for qualifying employees
- Mental health benefits including coaching and therapy sessions
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Paid Training, Paid Time Off (PTO) and 13 Paid Holidays, (includes Nevada Day & Family Day)
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Medical, Dental and Vision Insurance - START DAY ONE
- High School diploma or equivalent. Benefits:
- Proficient in basic computer skills.
- Strong attention to detail and time management.
- Strong interpersonal & relationship building skills.
- Strong mathematical, problem-solving and negotiation skills.
- Effective selling, cross-selling and referral skills.
- Strong customer service, interpersonal and communication skills, both verbal and written.
- Basic knowledge of consumer lending applications.
- Strong knowledge of all retail products and services.
- Proficient knowledge of mathematical calculations and standard banking products, services, and transactions.
- Previous experience in a financial sales representative-oriented role preferred.
- 2+ years' experience as a universal banker/personal banker or similar retail banking role. An equivalent combination of education and experience may meet qualifications.
- Perform other duties as assigned. Qualifications:
- Establish, expand and maintain a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
- Be responsible to resolve customer service issues.
- If needed, be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
- Follow up with clients as needed.
- Be responsible for making appropriate referrals for other bank products and services, including commercial lending products.
- Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
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