Personal Banker

Summary:

Account Representatives are expected to demonstrate an understanding of and a commitment to our core values, the attitude and aptitude to engage in continuous self-development, discipline and work ethic to achieve consistent excellence, and the ability to provide exceptional customer experiences to our customers, coworkers, and the communities we serve.

Primary Responsibilities and Duties:

(The essential duties and responsibilities listed above are representative of the job requirements but, are not meant to be all-inclusive or prevent other duties from being assigned as necessary)

• Continually promote bank products and services to customers and prospects for expanded business and referrals.
• Initiate and maintain customer contact through a variety of methods. Including but not limited to customer interaction in the branch, on the phone, in written communication, and by attending various customer visits and community events.
• Actively participate in regular sales and office staff meetings, and other motivational activities.
• Establish good relationships with other departments to ensure these goals are met.
• Consistently meet or exceed established referral goals as set by management.
• Meets exceptional customer service standards when working with customers on the phone or in person.
• Handles all transactions and performs duties in accordance with bank policies.
• Follows security procedures according to bank guidelines.
• Complies with all federal, state and bank regulations/laws as appropriate for the job function.
• May perform a variety of other branch duties and teller services as needed.
• Opens new accounts including checking, saving, CD’s, and safe deposit boxes as applicable.
• Pursue ongoing education of First National products, services and lines of business.
• Exhibits a high level of professionalism and confidentiality at all times.
• Actively uses online banking and other electronic banking services.
• Expert regarding online banking, bill pay, and mobile baking services.
• Good knowledge of retail products offered at The First and ability to produce necessary documents as appropriate.
• Demonstrate ability to identify opportunities to cross-sell new and existing services and to make referrals to other departments.

Position Requirements:

• High School Diploma or GED
• Previous customer service experience preferred
• Cash handling experience preferred
• Ability to work well in a team environment