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Personal Banking Specialist

2 months ago

Wichita, Kansas, United States City National Bank Full time
Position Overview: The Customer Relationship Banker plays a vital role in expanding and nurturing our clientele, delivering exceptional service and support to both existing and prospective customers, and ensuring memorable interactions for all who connect with us. This role encompasses marketing and cross-selling financial products and services, achieving sales targets, and executing customer service, branch operations, and teller responsibilities in a dynamic banking environment.

Key Responsibilities:
  • Deliver exemplary customer experiences in every transaction and interaction.
  • Accurately and efficiently process a range of customer transactions in compliance with banking policies and regulations, including cashing checks, handling deposits and withdrawals, managing loan payments, cash advances, transfers, and issuing monetary instruments.
  • Actively seek opportunities to cultivate and enhance customer relationships through outreach programs and other prospecting strategies.
  • Consistently meet personal and branch sales objectives by identifying, promoting, and cross-selling banking products and services tailored to customer needs.
  • Engage in proactive marketing efforts to attract new customers within the designated market area.
  • Perform various duties across multiple banking functions, including account services, maintaining branch cleanliness and organization, and pursuing professional development.
  • Adhere to branch security protocols and safeguard customer confidentiality and privacy.
  • Maintain compliance with standard operating procedures and all banking policies.
  • Execute additional job-related tasks or special projects as assigned.
Qualifications:
  • Proficient in Microsoft Office Suite, with strong general computer and basic mathematical skills.
  • Willingness to work flexible or extended hours to meet business demands; demonstrate reliability and punctuality.
  • Strong customer service orientation with effective problem-solving skills and the ability to maintain composure and a positive demeanor while interacting with customers and team members.
  • Excellent listening and communication skills, both written and verbal.
  • Ability to uphold confidentiality, follow directives, and apply appropriate policies and procedures.
  • Self-driven, goal-oriented team player with strong interpersonal skills and a sales mindset.
Education and Experience:
  • High School diploma or equivalent.
  • A minimum of one year of relevant experience in sales, customer service, cash handling, or within a financial services environment; or completion of college coursework.
  • Military experience is valued; veterans are encouraged to apply; bilingual candidates are a plus.
Physical Requirements: The physical demands outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
  • Frequent use of computer screens, with the ability to operate a computer keyboard and engage in manual dexterity tasks.
  • Capability to lift or carry up to 20 lbs, with the ability to stand for the majority of the assigned work schedule.
  • Clear verbal communication, with close vision and the ability to adjust focus.
Additional Information: Please note that this job description is not intended to be an exhaustive list of all activities, duties, or responsibilities required of the employee for this position. Duties, responsibilities, and activities may change at any time with or without notice.

City National Bank is an Equal Opportunity Employer.