Personal Banker

1 week ago


Muskego, Wisconsin, United States Citizens Bank - WI Full time

{"h1": "Personal Banker Job Description", "p": "At Citizens Bank, we help people, businesses, and communities achieve financial success to build a better future. We are seeking a full-time Personal Banker to join our Muskego Branch team. ", "ul": [{"li": "Represent the Bank to customers in a courteous, professional manner"}, {"li": "Listen, assess, and explain effectively, thoroughly, and professionally the products that would best suit the customer's needs"}, {"li": "Open and close savings, checking, money market, and CD accounts, as well as add-on products, including debit cards, ATM cards, NetTeller, BillPayer, sweeps, and Good Life Club"}, {"li": "Process Vertex transactions, including deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks"}, {"li": "Answer the phone and assist customers as needed"}, {"li": "Maintain prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure"}, {"li": "Assist customers with account inquiries"}, {"li": "Process wire transfers"}, {"li": "Process changes of address"}, {"li": "Process stop payments"}, {"li": "Unlock and reset digital banking access"}, {"li": "Process CD deposits and batching"}, {"li": "Process account status changes"}, {"li": "Enroll Good Life Club members"}, {"li": "Redeem savings bonds"}, {"li": "Assist customers in balancing accounts"}, {"li": "Order customer checks"}, {"li": "Create new CIFs"}, {"li": "Purchase and redeem foreign currency"}, {"li": "Perform other duties as assigned"}], "h2": "Additional Duties", "ul": [{"li": "Safe Deposit Box access"}, {"li": "Vault authority"}, {"li": "Override authority"}, {"li": "Safe Deposit Box rentals"}, {"li": "Opening and maintaining IRA and HSA accounts"}, {"li": "Notary services"}], "h3": "Requirements", "ul": [{"li": "High School Diploma or GED required"}, {"li": "1-2 years of related experience in banking required"}, {"li": "Vault experience preferred"}, {"li": "Personal banking experience preferred"}, {"li": "High level of professionalism"}, {"li": "Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications"}, {"li": "Professional communication skills"}, {"li": "High level of confidentiality"}, {"li": "Excellent organizational skills"}, {"li": "Compliance with applicable laws and regulations, including the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control"}]}