Personal Banker

3 weeks ago

Jefferson City, United States Jefferson Bank Full time
Job Description

Perform all activities related to the opening or closing of various types of time and demand deposit accounts, including certificates of deposits, checking accounts and savings accounts, commercial business checking, money market accounts, estate accounts, trusts, IRA deposits/withdrawals, etc., ensuring that applicable regulations, disclosures, policies, and procedures are observed. Monitor and meet set account goals.
Cross-sell Bank services through needs identification and by following Step program guidelines thus ensuring that most positive and profitable relationship possible exists between the Bank and its customers. Submit referrals to correct departments based on customer needs including consumer and commercial loans, mortgage loans, investements, merchant services etc. Process appropriate paperwork for additional products like BusinessLink RT, ReSubmitit etc. Give customer applications for other products MasterCard/Visa, home loans, etc. Enter appropriate tracking referrals and utilize the STEP program. Monitor and meet set referral goals.
Recruit new business and individual customers. Develop and maintain favorable customer relations. Continue relationship building by making follow-up calls to new customers as directed on a 2 week, 45 and 90 day basis.
Assist in the development of manuals and supporting documentation to accomplish tasks/duties inherent in this position and others including product knowledge, referring customers and sales techniques.
Provide assistance to co-workers with customer inquiries or problems. Ensure prompt and courteous response to customer inquiries. Work as liaison between teller staff and customer service area. Handle teller inquiries on products, promotion information and referrals.
Sign customers up with banking@home and assisting them with any problems they encounter. Advise how estatement and online bill pay service works and assist customers as needed.
Work with marketing and management to implement promotions of bank products and services. Put appropriate signage and brochures in lobby and pass same to other customer service employees for display at their desks.
Assist customers with their safe deposit boxes. Keep an up-to-date inventory on safe deposit boxes and log returned keys. Maintain a monthly report of safe deposit box renters and all past due accounts. Monitor various safe deposit reports for past due, duplicate and incorrect accounts. Send drill letters by certified mail as stated in safe deposit manual. Work with locksmith for key replacement, box drilling and maintenance. Log and process payments for safe deposit box rent and calculate deposits to General Ledger on regular basis.
Do bulk of check orders and handle most check order issues. Process check orders that are returned to the bank and follow up on lost check orders.
Assist customers with inquiries and problems with balancing and reconciling their accounts at the Bank.
Direct lobby and telephone traffic to appropriate personnel if unable to handle request personally.
Disburse incoming mail to correct departments and personnel and sign for packages and deliveries.
Assist management in creating documents for sales tracking, customer mailings, scheduling staff and informational sheets for other products and procedures as needed.
Attend to CheckPlus card problems by mailing cards back to customers or destroying on a daily basis. Handle CheckPlus problems such as lost, error resolution, and replacement as backup to regular person.
Organize and monitor supplies for customer service area including brochures etc.
Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.
Assist management in establishing goals for their area and implementation of same as necessary.
Contribute to the effort of the Bank by performing other duties as assigned and request additional such duties as time permits.

Requirements

Knowledge, skill and mental development equivalent to the completion of a bachelor's degree.
Three years experience working for a bank or other financial institution preferred.
Work experience in direct customer contact (i.e. retail sales or customer service).
Sales experience preferred.
Skills and abilities needed to develop customer relationships with current and prospective customers.
Strong customer service and relations skills.
Ability to identify customer needs and develop creative, workable solutions to satisfy customers.
Good verbal communication skills as evidenced by the ability to interact both face-to-face and over the telephone with customers and co-workers. Demonstrated ability to use tact and diplomacy when dealing with customers and co-workers, and a "professional" personal appearance and attitude at all times.
Good math skills.
Ability to manage multiple tasks simultaneously in a fast-paced environment.
Analytical (statistical), organizational, time management, and problem solving ability.
Good typing/word processing and written communication skills. Working knowledge of various word processing and spreadsheet software.

  • Personal Banker

    6 days ago

    Crescent City, United States Tri Counties Bank Full time

    Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits. The hiring range for this opportunity is $17.45 to $21.00 per hour along with incentive opportunities, creating a competitive total compensation pa Personal Banker, Banker, Customer Experience, Financial, Banking, Business Services, Sales, Personal

  • Personal Banker

    4 weeks ago

    Union City, United States Northwest Bank Full time

    Description Personal Bankers have an in depth knowledge of Northwest products and services. The Personal Banker connects our customers with Northwest products and services that fulfill their financial needs while ensuring an exceptional customer experience that helps implement strategies to attain office and individual production goals. PERSONAL BANKER...

  • Personal Banker

    4 weeks ago

    Union City, United States Northwest LLC Full time

    Personal Bankers have an in depth knowledge of Northwest products and services. The Personal Banker connects our customers with Northwest products and services that fulfill their financial needs while ensuring an exceptional customer experience that helps implement strategies to attain office and individual production goals. PERSONAL BANKER ESSENTIAL...

  • Personal Banker

    2 days ago

    Cuba City, United States Midwest One Bank Full time

    Overview: At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no...

  • Personal Banker Bilingual Union City

    4 weeks ago

    Union City, United States Wells Fargo Full time

    Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Bilingual, Customer Experience, Banker, Financial, Banking, Business Services, Relationship

  • Personal Banker

    2 weeks ago

    Oklahoma City, United States First Fidelity Bank Full time

    Job DetailsJob Location OK OKC Quail Creek - Oklahoma City, OK Position Type Full Time Travel Percentage None Job Shift Flex M-F 7:30-6:15; RS 8:45-12:15 Job Category Retail Description At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We...

  • Personal Banker

    3 days ago

    Watford City, United States First International Bank & Trust Full time

    Personal Company Careers Benefits Apply Online Contact Us Sitemap Apply Online The line for being awesome starts here Back To Openings Personal Banker Department: Retail Sales Location: Watford City, ND In this position you will be customer facing every day. You will handle basic teller responsibilities such as working the drive-up line, handling customer...

  • Personal Banker Bilingual Union City 39th Street

    17 hours ago

    Union City, United States Wells Fargo Full time

    Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Bilingual, Customer Experience, Banker, City, Financial, Banking, Business Services

  • Universal Banker

    1 week ago

    Dodge City, United States Sunflower Bank, N.A. Full time

    Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Dodge City, KS branch! Customer Service experience is a MUST Cash Handling experience is a MUST Banking experience is a plus but not required- WILL TRAIN! Excellent Benefits, PTO, Incentive Pay, and company perks! Pay is dependent...

  • Universal Banker

    1 week ago

    Dodge City, United States Sunflower Bank NA Full time

    Job DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Dodge City, KS branch!Customer Service experience is a MUSTCash Handling experience is a MUSTBanking experience is a plus but not required- WILL TRAIN!Excellent Benefits, PTO, Incentive Pay,...

  • Universal Banker

    1 week ago

    Dodge City, United States Sunflower Bank NA Full time

    Job DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a PART TIME Universal Banker at our Dodge City, KS branch!Customer Service experience is a MUSTCash Handling experience is a MUSTBanking experience is a plus but not required- WILL TRAIN!Excellent Benefits, PTO,...

  • Universal Banker

    4 weeks ago

    Kansas City, United States Miscellaneous Staffing Services Full time

    Description Job Description The primary function of the Universal Banker position is to offer excellent member service in every interaction with current and potential members, vendors, and all team members. The Universal Banker is responsible for building and strengthening relationships with Kansas City Credit Union members and potential members through the...

  • Personal Banker Supervisor, Providence Sq

    1 month ago

    Virginia Beach City, United States Dollar Bank Full time

    Job Overview: Become a part of the diverse, service-oriented team that is Dollar Bank, the nation's largest mutual bank. We are committed to being an inclusive community bank that invests in our customers, empowers our employees, and strengthens our communities. The Personal Banker Supervisor works to achieve a large part of this mission by providing...

  • Retail Banker

    1 week ago

    Iowa City, United States Downtown Iowa City Full time

    **Retail Banker** ***This position is eligible for a Spanish proficiency pay differential*** **SCHEDULE:** Full-time; Monday through Friday (8:15 am 5:45 pm) and 1 of 3 Saturday mornings (8:15 am- 12:15 pm) for an average of 40 hours/week. **BENEFITS:** Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive...

  • Personal Banker

    1 day ago

    Kansas City, United States CommunityAmerica Credit Union Full time

    Summary: The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach. Key responsibilities include sale of products and services to members including opening new accounts and fundamental lending and auto lending processes while delivering a personalized and high-quality member service...

  • Personal Banker

    5 days ago

    Kansas City, United States CommunityAmerica Credit Union Full time

    Summary: The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach. Key responsibilities include sale of products and services to members including opening new accounts and fundamental lending and auto lending processes while delivering a personalized and high-quality member service...

  • Client Relationship Consultant 2

    3 weeks ago

    Kansas City, United States U.S. Bancorp Full time

    Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client rela Client Relations, Relationship, Consultant, Banker, County, Processing, Business Services

  • Client Relationship Consultant 3

    16 hours ago

    Grove City, United States U.S. Bancorp Full time

    Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client rela Client Relations, Relationship, Consultant, Banker, City, Office, Business Services

  • Client Relationship Consultant 1

    2 weeks ago

    Baker City, United States U.S. Bancorp Full time

    Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client rela Client Relations, Relationship, Consultant, Baker, Banker, Processing, Business Services

  • Client Relationship Consultant 3/Banker

    3 hours ago

    Rapid City, United States U.S. Bancorp Full time

    $1,000.00 Sign-on Bonus. Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mi Client Relations, Relationship, Consultant, Banker, City, Processing, Business Services