Universal Personal Banker

1 week ago

Walworth, United States First National Bank Full time
Job Description for UNIVERSAL PERSONAL BANKER 1
THIS POSITION REPORTS TO:Retail Branch Manager

MINIMUM REQUIREMENTS FOR POSITION:

  • High school graduate or equivalent
  • Minimum one year retail banking of sales and customer service experience
  • High school graduate or equivalent
  • Minimum of one year retail banking sales and customer service experience
  • One year work experience at First National Bank and Trust preferred
  • Excellent customer service skills
  • Strong interpersonal, oral and written communication skills and aptitude
  • Basic math aptitude and proficiency
  • Knowledge of bank accounting principles
  • Ability to learn and utilize new technologies
  • Knowledge of general banking products and services
PRIMARY ACTIVITIES AND RESPONSIBILITIES:
  • Successfully complete on-going Personal Banker 1 training
  • Successfully complete on-going Teller 1 training
  • Perform teller transactions, open deposit accounts, input consumer loan applications and navigate the loan process
  • Understand and support Going for Gr-8 and other bank-wide initiatives
  • Support sales and service strategies that build relationships and promote needs based selling
  • Adhere to bank policies, procedures and banking regulations
  • Demonstrate understanding of and comply with established security procedures
  • Maintain confidentiality of customer information and activities
  • Promote and achieve accuracy and quality in branch work
  • Recognize and act on opportunities to achieve assigned sales and service goals
  • Become proficient with job-related systems and equipment
  • Participate in the general upkeep and appearance of the Branch
  • Participate in available training opportunities
  • Understands and complies with Bank mission, organizational structure, employee handbook, bank security, policies and procedures, standards of conduct and incentive program.
  • Support Community Reinvestment Act (CRA) through business development efforts and by participating in bank hosted and community events
  • Performs other duties as needed or assigned.
STRATEGIC ALIGNMENT:

Our Vision
  • We will satisfy our customers' financial needs and help them succeed financially.
  • Our product is service, our value added is advice and our competitive advantage is our people.
Mission Statement
  • We will be the premier community bank in the markets we serve through our commitment to building long-term relationships.
  • Our goal is to increase value for our shareholders, customers, team members and communities by providing sound advice and innovative and competitive financial products.
Service Standards
  • Customer-Centric
  • Professionalism
  • Excellence
  • Teamwork

Revision Date of January 14, 2016