Personal Banker I
3 weeks ago
Job Location
Mora branch - Mora, MN
Description
POSITION SUMMARY:
Services customers and their accounts, cross-selling bank products, and complying with bank operations. Works with customers and prospective customers on deposit related products along with other services offered by the bank making recommendations, which will satisfy the customer's needs.
ACCOUNTABILITIES: ***
Sales: 50%
- Cross-sells bank products or services to existing and potential customers through in-person sales sessions as well as by phone, written correspondence, and external sales calls.
- Opens all types of accounts; including checking, savings, certificates of deposits, IRAs, etc.
- Provides information and referrals to customers seeking other services; including but not limited to, Wealth Management services, HLC referrals and/or other lending needs.
- Maintains high product knowledge by learning new selling techniques, new products, and market trends.
- Answers questions or resolves complex technical problems on customer accounts.
- Performs bookkeeping duties related to the balancing/reconcilement of accounts and reports.
- Completes special requests by closing accounts; takes orders for checks, provides special statements, copies; completes safe deposit box procedures; changes PIN numbers; assists customers with servicing of savings bonds.
- Maintains accurate records of all sales production and prepares a monthly report.
- Complies with bank operations, security, and compliance procedures by participating in all dual control functions.
- Maintains customer confidence and protects bank operations by keeping information confidential.
- Assists tellers if needed.
- Assists in operational maintenance of accounts.
- Contributes to team effort by accomplishing related results as needed.
- Maintains customer confidence and protects bank operations by keeping information confidential.
- Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.
- Participates in civic and community activities to generate visibility and contact for the bank.
- Attends mandatory compliance and security sessions. Monitors daily work for adherence to compliance and security regulations, policies/procedures, and promptly corrects any deficiencies.
COMPETENCIES:
Customer Service
- Exhibits customer focus, acknowledges & listens to customer, and provides friendly, courteous, and efficient service.
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Provides information to customers outside the organization, supervisors, co-workers, and subordinates clearly and concisely in writing, by telephone or through e-mail.
- Is careful, exact, and free from mistakes and errors. Adheres closely to a set of standards.
- Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Develops specific goals and plans to prioritize, organize, and accomplish work.
- Translates or explains what information means and how it can be used.
- Uses relevant information and individual judgment to determine whether events or processes comply with laws, regulations or standards.
- Enters, transcribes, records, stores or maintains information in written or electronic/magnetic form.
- Uses computers and computer systems (including hardware & software) to enter data and process information.
ENVIRONMENTAL CONDITIONS:
- Work is performed primarily indoors in an office setting.
- Position accountabilities are typically performed while sitting for most of the day. The physical and mental demands of this position are representative of those that must be met by an employee to successfully perform the essential position accountabilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential position and accountabilities. First Citizens Bank reserves the right to review each requested accommodation and determine if it poses an undue hardship.
- High school graduate or equivalent. Some post high school education preferred.
- Skill in performing basic mathematical principles (such as addition, subtraction, multiplication, division, decimals) in account transactions.
- Knowledge of the layout and functions of the computer keyboard and ten key adding machine; skill of using the touch system to perform data input.
- Knowledge of and ability to cross-sell FCB products and services to customers-such as the ability to identify customers' needs, communicate services, explain advantages, and close sales activity.
- Skill in working with the public, presenting a professional image of the bank, and servicing prospective and current customer inquiries, requests, and complaints.
- Knowledge of current compliance related issues plus new and updated regulations.
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