Personal Banker Associate

4 days ago


Helena, Montana, United States Quality Talent Group Full time
About the Job

We are seeking a highly skilled Associate Personal Banker to join our team at our downtown Helena branch. As a key member of our Consumer, Small & Business Banking division, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.

Key Responsibilities
  • Provide proactive outreach and propose suitable products and services to help customers achieve their financial goals
  • Assist customers with basic requests, such as opening new accounts, completing service requests, and submitting credit applications
  • Work closely with managers to exercise judgment within defined policies and procedures
  • Develop a deep understanding of our bank's products and services to connect with customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Offer tailored solutions for bank products and services to meet customers' needs
  • Refer customers' financial needs to other bankers and partners as necessary
Requirements
  • 6+ months of customer-facing 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
  • Proven ability to proactively engage with customers through outreach via phone or email
  • Ability to educate and connect customers with technology and share the value of mobile banking options
  • Experience helping customers achieve financial success by introducing them to additional team members as needed
  • Experience working collaboratively with others to meet customer needs
  • 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


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