Personal Banker I Float
2 days ago
Job Summary
This position is a float-based role at Southern Bank, where the primary goal is to expand and retain customer relationships by proactively meeting with customers to discover their financial needs and provide product and service recommendations. The ideal candidate will have a positive attitude, excellent communication skills, and the ability to work in a fast-paced environment.
Key Responsibilities
- Participate in a welcoming lobby experience, working with or directing customers to an appropriate team member based on their identified needs.
- Take ownership of the customer experience, including opening accounts, cross-selling other products, and resolving issues as appropriate.
- Build new customer relationships through frequent interactions and proactive contact to ensure customer satisfaction.
- Maintain thorough knowledge of bank policy and procedures, including retail and commercial transactions, ATM/ITM settlement, and regulatory requirements.
- Adhere to Southern Bank Telephone Standards and maintain reliable attendance with the ability to work a schedule that may include nights, weekends, and holidays.
Requirements
- Demonstrated positive and helpful attitude toward internal and external customers.
- Ability to multi-task and work under high-stress situations.
- Good interpersonal communication skills, including the ability to use effective communication skills and speak clearly to customers, employees, and supervisors.
- Good computer skills.
- Excellent customer service skills.
Preferred Qualifications
- One year of banking 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.
- 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.
- Building Customer Loyalty – Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.
- Managing Work (includes Time Management) – Effectively managing one's time and resources to ensure that work is completed efficiently.
- Sales Ability/Persuasiveness – Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
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