Personal Banker

1 month ago

Lincoln, United States Union Bank & Trust Company Full time
Job DescriptionJob Description

Position Summary: The Personal Bankers builds and maintains strong customer relationships. They provide exceptional service, process transactions, place customers in appropriate account, cross-sell other bank services and refer customers to other departments as appropriate. The primary focus of this role is to be a leader in sales behind the teller line.

Essential Functions:

  • Embrace the Union Bank culture by delivering a high level of customer service and professionalism.
  • Accept and accurately process all financial transactions.
  • Assist customers with all account requests.
  • Proactively build customer relationships to uncover account and lending needs.
  • Lead by example, support and assist branch in achieving goals set by management on a consistent basis.
  • Review and maintain knowledge of products, fees and policies, and stay current on offerings for product suggestions.
  • Research and resolve customer questions and concerns in a timely manner.
  • Proactively participate in ongoing trainings, coaching, and mandatory meetings to ensure continued growth.
  • Demonstrate compliance with all bank regulations for assigned job functions that apply to designated job responsibilities.
  • Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
  • Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
  • Regular and reliable attendance is an essential function of this position.
  • Perform other job related duties as assigned.

Qualifications:

  • Previous banking and/or demonstrated sales experience.
  • Proven abilities in cross-selling Union Bank’s products, services and referrals.
  • Basic math and proficient computer skills.
  • Cash handling and customer service experience preferred.

Working Environment:

  • Indoor work – not exposed to outdoor elements or hazards.
  • Ability to stand and/or walk for prolonged periods of time.
  • Some sedentary work lifting and/carrying up to 50 lbs. occasionally.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

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