Roving Personal Banker

2 weeks ago


Hailey, Idaho, United States Quality Talent Group Full time
About the Role

We are seeking an Associate Roving Personal Banker to join our National Branch Network team in the Consumer, Small & Business Banking division. As a Roving Personal Banker, you will provide support across various branch locations within a specific geography, covering vacancies and meeting customer needs.

Key Responsibilities
  • Provide exceptional customer experience by building relationships and proposing products and services to help customers succeed financially.
  • Assist customers with basic requests, such as opening new accounts and completing service requests.
  • Develop understanding of bank products and services to connect with customers' needs.
  • Interact with customers to demonstrate care and build relationships.
  • Refer customers' financial needs to other bankers and partners as needed.
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
Preferred Qualifications
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Experience proactively engaging with customers through outreach via phone or email.
  • 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.
Job Expectations
  • Ability to travel 100% of the time within the district.
  • Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided).
  • 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.
  • This position is not eligible for Visa sponsorship.
  • This position requires SAFE registration at the time of employment.


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