Personal Banker I Float

1 week ago


Springfield, Illinois, United States Southern Bank Full time

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.

Key Responsibilities

  • Participate in a welcoming lobby experience, working with or directing customers to an appropriate team member based on their identified needs and encouraging utilization of products when necessary.
  • 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 with customers and proactively contact customers to ensure customer satisfaction.
  • Proactively educate customers on utilizing available access channels.
  • Maintain thorough knowledge of bank policy and procedures, including retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment.
  • Maintain thorough knowledge of bank regulatory requirements, including the Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy, and Information Security.
  • Maintain proficiency in all bank products and services throughout all delivery channels, including deposit products and electronic services as well as loan products.
  • Maintain trustworthiness, character, professionalism, confidentiality, and honesty in dealing with internal or external customers.
  • Adhere to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addressing concerns or problems in an open manner.
  • Maintain reliable attendance with the ability to work a schedule that may include working nights, weekends, and holidays.
  • Assist in bank mergers, which may require overnight stays for a week at a time.
  • Assist at various branches across Southern Bank's footprint when needed and travel for training on a quarterly basis.

Requirements

  • Demonstrated positive and helpful attitude toward both internal and external customers.
  • Ability to multi-task and work under high-stress situations.
  • Capability to work in different environments and adjust to different surroundings often.
  • Good interpersonal communication skills, including the ability to use effective communication skills, understand procedures, 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.


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