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Personal Banker

2 months ago

Mt Pleasant, United States Gnty Full time

We are eager to welcome you as a new Personal Banker to our team who will help us continue to drive change, create a fun and inclusive work environment while bringing creative and open-minded ideas to our people experience through the lens of our core values. Job Duties: Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Taking ownership of the customer experience including on-boarding and resolving service issues. Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer’s financial priorities. Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies. Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs. Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank. Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier’s checks. Complying with privacy policies and procedures to maintain customer confidentiality and information protection. Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures. Completing and passing all required regulatory compliance training as assigned. Perform any additional duties and tasks assigned by management. Qualifications & Skills: Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives. Excellent communication skills that build customer relationships based on trust. Strong critical thinking and problem-solving skills to meet our customer's needs. Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change. Ability to collaborate with others to achieve shared goals. Proficient in Microsoft Office. Ability to work location hours, including some weekends and evenings. Preferably Bilingual. Education, Experience & Licenses: High school degree or higher - preferred. Minimum of six months’ previous banking or customer service experience. Minimum of six months’ cash handling experience.

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