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Personal Experience Banker

2 months ago

Paducah, United States Paducah Bank Full time

Position Title: Personal Experience Banker Department: Client Experience Reports To: Branch Experience Manager General Summary/Purpose Everyone deserves the most incredible banking experience on Earth. Personal Experience Bankers seek opportunities to grow business for Paducah Bank and create devoted lifelong fans. Each is expected to provide remarkable customer service to our clients by offering solutions to match customer needs. They should all serve as product knowledge experts as well as referral and sales champions throughout each banking center. They are responsible for fostering a fun environment that develops clients such as opening and closing accounts, performing account maintenance, issuing debit cards, processing check orders, process consumer loan applications, serve our clients virtually through the Interactive Teller Machine, and be innovative problem solvers. They will refer customers to appropriate business partners, residential and consumer loans, investment and insurance products, and commercial business needs. Individuals filling this role are expected to complete all internal cross-training provided as well as any outside training that is deemed applicable. Each Personal Experience Banker will work with their direct supervisor to set appropriate GPS goals and cross training opportunities as needed. Key Duties and Responsibilities #1 Deliver extraordinary experiences through radical personal service. Create a welcoming and personalized experience with each interaction (call the customer by name when possible). Identify opportunities to improve and create a remarkable experience for each customer. Give each customer your full and immediate attention (put yourself in the customers shoes and treat them as you would want to be treated). #2 Obsessed with building customer relationships through new accounts, loan applications, and various other banking products.

Assist customers with ALL banking needs as a trusted advisor. Be an expert on all products and banking regulations by always growing knowledge via training and continued education. Look for additional opportunities to expand existing relationships and win new business by intentionally delivering magical moments. #3 Handle daily interactions with an enthusiasm that is contagious.

Move beyond the transaction and focus on each individual customer. Process transactions for all customer accounts with a fun, upbeat spirit and positive attitude. Maintain accurate records and balance drawer at acceptable levels per bank policy. #4 Provide One Team backup owner support across all branches as needed.

Connect and serve customers through all digital platforms (including ITM’s) Have a “Go” mentality to support our teammates and meet our customers where they are. #5 Own it… every situation.

Be accountable and take ownership. Actively listen for opportunities to serve. Share innovative ideas to create positive noise. Handle miscellaneous responsibilities as needed.

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