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Personal Banker
2 months ago
We are seeking a highly motivated and customer-focused Associate Personal Banker (SAFE) to join our National Branch Network team in the Consumer, Small & Business Banking division. As a key member of our team, you will be responsible for delivering exceptional customer experiences, building relationships, and providing personalized solutions to help customers succeed financially.
Key Responsibilities- Participate in the delivery of exceptional customer experiences by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Receive direction from managers and exercise judgment within defined policies and procedures.
- Develop an understanding of bank products and services to connect with customers' needs.
- Interact with customers to demonstrate care and build relationships.
- Provide appropriate options for bank products and services to customers.
- Refer customers' financial needs to other bankers and partners as needed.
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Customer service focus with experience handling complex transactions across multiple systems.
- Ability to educate and connect customers to technology and share the value of mobile banking options.
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
- Experience working with others on a team to meet customer needs.
- Experience fostering and developing strong customer relationships.
- Ability to build strong relationships with internal partners.
- Ability to follow policies, procedures, and regulations.
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
- Ability to interact with integrity and professionalism with customers and team members.
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting.
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting.
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
- Support customers and employees in resolving or escalating concerns or complaints.
- Ability to work a schedule that may include most Saturdays.
- Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed.
