Personal Banker

7 days ago

Manhattan, United States Community First National Bank Full time
Description

Personal Bankers serve as the Bank's primary front-line customer service representatives and are responsible for creating a welcoming environment and impression for our customers. Key job functions include servicing deposit accounts, as well as responding to customer inquiries by telephone and in person.

Requirements

Key Duties & Responsibilities
  • Ensure and maintain excellence in front-line coverage by warmly greeting and assisting walk-in customers and by quickly answering the phones; always addressing customers by name when known.
  • Serve customers in opening, updating, and closing accounts including, but not limited to: Checking, Savings, CDs, Safe Deposit boxes, IRAs, and HSAs.
  • Assist customers with routine account-related requests.
  • Primarily responsible for lobby presentation including general neatness, kid's corner, and availability of refreshments and snacks.
  • Recommend bank products and services based on customer needs, in accordance with the bank's standards.
  • Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary.
  • Open and close the safe deposit vault utilizing dual control.
  • Contact customers to obtain missing information on accounts.
  • Actively participate in training programs to maintain and acquire additional job knowledge and skills.
  • Maintain the highest level of confidentiality with all information obtained.
  • Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
  • Perform as a team member and contribute to the fulfillment of department and company objectives and goals.
  • Comply with all department and company policies, procedures, and regulations.
  • Other duties as assigned.

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