Personal Banker II Float

2 months ago

Springfield, United States Southern Bank Full time
Job Details

Job Location
Springfield Sunshine Branch - Springfield, MO

Position Type
Full Time

Description

PRIMARY PURPOSE OF JOB

This position is a float-based position with whose primary goal is to expand and retain customer relationships by proactively meeting with the customer to discover their financial needs and provide both product and service recommendations to them.

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS
  • Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
  • Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.
ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS
  • Builds new customer relationships through frequent interactions with customers; proactively contacts customers;
  • Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary.
  • Promotes teamwork in the float branches and in the branches when floating to ensure a positive overall customer experience.
  • Helps to foster teamwork in the branch to ensure a positive overall customer experience by participating proactively in branch activities.
  • Assists, trains and mentors all branch retail staff by being their primary point of contact for the region as a whole.
  • Defines and offers solutions to resolve problems. Resolves more complex customer issues. Uses knowledge of the bank to identify helpful resources.
  • Identifies financial needs of customers and presents all appropriate product and service options by working cooperatively with appropriate internal team members;
  • Proactively educates customers on utilizing available access channels;
  • Acts as business product and services expert in the branch, included but not limited to, cash management services, remote deposit services, ICS/CDARS and merchant services;
  • Maintains thorough knowledge of procedures required for ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment;
  • Maintains thorough knowledge of bank regulatory requirements included, but not limited to, Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security;
  • Maintains proficiency in bank products and services such as internet banking, bill pay, mobile banking, mobile deposits, card valet and other customer products;
  • Takes ownership of the customer experience, including opening accounts with other products conveyed to the customer and resolving service issues as appropriate through follow-up.
  • Prepares and compiles more complex new customer data to open new accounts including, but not limited to, commercial/business checking, individual, retirement accounts, trusts, estates, IOLTA's, representative payees, etc.
  • Maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers;
  • Adheres to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addresses concerns or problems in an open manner.
  • Maintains reliable attendance with the ability to work a schedule that may include working nights, weekends, and holidays.
  • Must be able to assist in bank mergers which may require overnight stays for a week at a time.
  • Must be able to assist at various branches across Southern Bank's footprint when needed and travel for training on a quarterly basis; and,
  • Performs all other duties which may be assigned.
Qualifications

KNOWLEDGE, SKILLS AND ABILITIES
  • Excellent understanding of the Bank's products and services;
  • Proficient in business products (i.e. Cash Management, Remote Deposit Capture)
  • Demonstrated positive and helpful attitude toward both internal and external customers;
  • Ability to multi-task and work under high stress situations;
  • Capability to work in different environments and adjust to different surroundings often;
  • Good interpersonal communication skills, including the ability to use effective communication skills, understand procedures, and speak clearly to customers, employees and supervisors;
  • Good computer skills; and,
  • Excellent customer service skills.
EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS
  • Three years experience;
  • High school diploma or equivalent.


CORE COMPETENCIES

Building Trust Interacting with others in a way that gives them confidence in one's intentions and those of the organization.

Customer Focus Ensuring that the customer perspective is a driving force behind business decisions and activities; crafting and implementing service practices that meet customers' and own organization's needs.

Contributing to Team Success - Actively participating as a member of a team to move the team toward the completion of goals.

Applied Learning - Assimilating and applying new job-related information in a timely manner.

  • Personal Banker

    1 week ago

    Springfield, United States Commerce Bank Full time

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...

  • Personal Banker

    7 days ago

    Springfield, United States Commerce Bank Full time

    About Working at Commerce Building a career here is more than just steps on a ladder. Its about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesnt stop there. Our culture is about our people, the ones in our communities and the ones that work with...

  • Personal Banker

    1 day ago

    Springfield, United States Commerce Bank Full time

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...

  • Retail Banker II

    6 days ago

    Springfield, United States TD Bank N.A Full time

    The Retail Banker II is a customer liaison that is integral to delivering TDs Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs. This role contributes to the achievement of Banker, Retail, Customer Service, Customer Experience, Spring, Financial

  • Personal Banker Assistant

    2 weeks ago

    Springfield, United States Great Southern Bancorp Full time

    Responsible for facilitating the sales and service needs of bank customers by assessing customer's interest in bank services and products by making referrals to appropriate area. Provides customer support and service, and develops customer relationsh Personal Banker, Assistant, Banker, Banking, Business Services

  • Personal Banker

    7 days ago

    Springfield, United States Academy Bank N.a. Full time

    Summary Personal Bankers are enthusiastic about understanding and promoting bank products and services to individuals and companies; delivering an excellent client experience; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Achieve specific sales goals on a...

  • Personal Banker I

    2 months ago

    Springfield, United States Linscomb & Williams Full time

    Springfield MO S Fremont 3939 S Fremont Ave Springfield, MO 65804, USA Springfield MO S Fremont 3939 S Fremont Ave Springfield, MO 65804, USA As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through...

  • Personal Banker I Float

    3 months ago

    Springfield, United States Southern Bank Full time

    PRIMARY PURPOSE OF JOB This position is a float-based position with whose primary goal is to expand and retain customer relationships by proactively meeting with the customer to discover their financial needs and provide both product and service recommendations to them. EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS • Southern Bank team members are...

  • Personal Banker West Springfield Branch

    3 weeks ago

    Springfield, 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, Spring, Customer Experience, Banker, Financial, Banking, Business Services, Relationship

  • Member Service Representative-Personal Banker

    1 month ago

    Springfield, United States Heartland Credit Union IL Full time

    Heartland Credit Union Heartland Credit Union is seeking a highly motivated and experienced professional to join our team in the capacity of Member Service Representative/Personal Banker. This position serves our membership by way of opening various account services, as well as consumer lending. Qualified candidates must possess exceptional communication...

  • Member Service Representative-Personal Banker

    1 month ago

    Springfield, United States Heartland Credit Union IL Full time

    Job DescriptionJob DescriptionHeartland Credit UnionHeartland Credit Union is seeking a highly motivated and experienced professional to join our team in the capacity of Member Service Representative/Personal Banker.This position serves our membership by way of opening various account services, as well as consumer lending. Qualified candidates must possess...

  • CNA II

    3 months ago

    Springfield, United States McKenzie-Willamette Medical Center Part time

    CNA II - Float Pool - PT Days Hourly Base Rate: $19.95 - $30.29 Shift: Days  Hours per week: 32 hours per week, 8-hour shifts Date Posted: 4/26/24 Job Summary:  In conjunction with the staff nurse, the Certified Nurse Aide provides personal care and comfort to patients and participates as a team member in completing assigned...

  • CNA II

    3 months ago

    Springfield, United States McKenzie-Willamette Medical Center Full time

    CNA II - Float Pool - FT NOCS Hourly Base Rate: $19.95 - $30.29 Shift: NOCS Hours per week: 36 hours per week, 12-hour shifts Date Posted: 4/26/24 Job Summary:  In conjunction with the staff nurse, the Certified Nurse Aide provides personal care and comfort to patients and participates as a team member in completing assigned...

  • CNA II

    2 months ago

    Springfield, United States McKenzie-Willamette Medical Center Full time

    CNA II - Float Pool - FT Nights Hourly Base Rate: $19.95 - $30.29 Shift: NOCS Hours per week: 36 hours per week, 12-hour shifts Date Posted: 4/26/24 Job Summary:  In conjunction with the staff nurse, the Certified Nurse Aide provides personal care and comfort to patients and participates as a team member in completing assigned...

  • CNA II

    1 week ago

    Springfield, United States McKenzie-Willamette Medical Center Full time

    CNA II - Float Pool - FT Days Hourly Base Rate: $19.95 - $30.29 Shift: Days 0700-1930 Hours per week: 36 hours per week, 12-hour shifts Date Posted: 8/30/24 Job Summary:  In conjunction with the staff nurse, the Certified Nurse Aide provides personal care and comfort to patients and participates as a team member in completing assigned...

  • Universal Banker

    2 months ago

    Springfield, United States Securitybk Full time

    Description Security Bank, SB is the only mutual savings bank located in Springfield, Illinois and has been servicing the community for over 144 years. Security Banks mission is to promote the financial health and prosperity of our bank, depositors, employees, and community. We invite qualified applicants with banking experience to apply for the position of...

  • Universal Banker

    3 months ago

    Springfield, United States Security Bank Full time

    Job Type Full-time Description Security Bank, SB is the only mutual savings bank located in Springfield, Illinois and has been servicing the community for over 144 years. Security Banks mission is to promote the financial health and prosperity of our bank, depositors, employees, and community. We invite qualified applicants with banking experience to apply...

  • Float In-Home Personal Care Aide

    3 weeks ago

    Springfield, United States Advantage Home Care Full time

    Job DescriptionJob Description*Disclaimer - This is not the official application - Once information is put in an email will be sent with official application! Please follow the link to fill out the official application!*Advantage offers numerous benefits for Aides, such as:Competitive PayWeekly paychecksTrainingStable EmploymentOne-on-one care...

  • Float In-Home Personal Care Aide

    3 months ago

    Springfield, United States Advantage Home Care Full time

    Job DescriptionJob Description*Disclaimer - This is not the official application - Once information is put in an email will be sent with official application! Please follow the link to fill out the official application!*Advantage offers numerous benefits for Aides, such as:Competitive PayWeekly paychecksTrainingStable EmploymentOne-on-one care...

  • Banker I

    2 months ago

    Springfield, United States Banner Bank Full time

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the...