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Personal Banking Specialist, Beloit-Grand Ave.

2 months ago

Beloit, Wisconsin, United States First National Bank Full time
Personal Banker 1 at First National Bank and Trust

Reporting to:
Retail Branch Manager

Qualifications:
  • High school diploma or equivalent
  • At least one year of experience in retail banking sales and customer service
  • Preferred: One year of experience at First National Bank and Trust
  • Strong customer service, interpersonal, and communication skills, both verbal and written
  • Basic math skills and knowledge of banking accounting principles
  • Willingness to learn new technologies and general banking products/services
Key Responsibilities:
  • Complete ongoing training for Personal Banker 1 and Teller 1 roles
  • Conduct teller transactions, open deposit accounts, and process consumer loan applications
  • Support sales and service strategies to foster customer relationships
  • Comply with bank policies, procedures, and regulations to ensure security and confidentiality
  • Meet sales and service objectives while maintaining accuracy and promoting quality in branch operations
  • Stay informed about job-related systems and equipment, and engage in training opportunities
  • Contribute to the overall appearance and maintenance of the branch
  • Support the bank's mission, organizational structure, employee handbook, security protocols, and procedures
  • Engage in Community Reinvestment Act (CRA) initiatives through business development and community involvement
  • Perform additional duties as assigned