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Personal Banker
4 weeks ago
As a Personal Banker at TrustBank, you will be responsible for developing highly personalized customer relationships. You will be focused on Wealth Management and Commercial Banking, greeting customers, and providing new accounts, as well as cross-selling banking and wealth management services. You will address more complex transactions with ease and confidence, communicate effectively with current and prospective customers, and project a professional image for TrustBank that encourages your network and the community to choose TrustBank.
Key Responsibilities
Promote TrustBank, its Core Values, and its Service Standards
o Ensure that customers receive prompt and courteous service.
o Cross-sell products to customers to meet their needs.
o Represent TrustBank at community functions and in your network to generate new relationships.
Provide Excellent Customer Service
o Opening new business and personal accounts.
o Issue and redeem certificates of deposit. IRA knowledge a plus.
o Assist customers in resolving account-related problems.
o Determine product suitability to best meet customer's needs.
Work with the team for friendly, efficient, and accurate operation of the bank
o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM)
o Open and close bank when needed.
Other banking duties
o Occasional teller functions
o Administrative functions within the branch
o Customer support by phone
o Establish proper identification of all new customers and adhere to compliance guidelines.
o Order ATM/Debit cards and update information, activate, etc.
o Process check orders/re-orders for customers
o Other duties as assigned
Working Conditions
The position is a full-time position, working 40-hours per week. Banking hours are Monday to Friday, 8 AM to 6 PM. Schedule is subject to change based on the needs of the bank. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception, and the ability to focus.
Company Benefits
Competitive Compensation with incentive opportunity and discretionary year-end bonus.
Comprehensive employee benefits, including medical, dental, vision, disability, life insurance, HSA contribution, and Section 125
Paid vacation, sick, personal, plus federal holidays
401k with ESOP and a discretionary employer match in bank stock
Tuition reimbursement
Equal Opportunity Employer/Disability/Veterans
TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position.
This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization.
