Personal Banker

Job Summary

This role is a key position in the branch, focusing on sales, service, and referral opportunities to support the overall branch goals. The Personal Banker will develop new customer relationships, retain and expand existing ones, and provide excellent customer service.

Key Responsibilities

• Develop and maintain relationships with customers to meet their financial needs
• Participate in a welcoming lobby experience, directing customers to the appropriate team member based on their needs
• Take ownership of the customer experience, including opening accounts, cross-selling products, and resolving issues
• Proactively educate customers on available access channels and participate in business development opportunities
• Maintain thorough knowledge of bank policy and procedures, including regulatory requirements

Requirements

• High school diploma or equivalent
• Good interpersonal communication skills, including the ability to use effective communication skills and speak clearly to customers, employees, and supervisors
• Good computer skills
• Excellent customer service skills

Core Competencies

• Building Trust: Interacting with others in a way that gives them confidence in one's intentions and those of the organization
• Customer Focus: Ensuring that the customer perspective is a driving force behind business decisions and activities
• Contributing to Team Success: Actively participating as a member of a team to move the team toward the completion of goals
• Applied Learning: Assimilating and applying new job-related information in a timely manner
• Building Customer Loyalty: Effectively meeting customer needs, building productive customer relationships, and taking responsibility for customer satisfaction and loyalty
• Managing Work: Effectively managing one's time and resources to ensure that work is completed efficiently

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