Personal Banker

4 weeks ago

Mt Pleasant, South Carolina, United States Guaranty Bank & Trust Full time
Role Summary

We are seeking a skilled Personal Banker to join our team at Guaranty Bank and Trust. As a Personal Banker, you will be responsible for building strong relationships with our customers, understanding their financial needs, and providing personalized solutions to meet those needs.

Key Responsibilities
  • Work with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.
  • Take ownership of the customer experience, including on-boarding and resolving service issues.
  • Contact new customers by phone to follow up and ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer's financial priorities.
  • Engage customers in the lobby and on the phone to assist, educate, and train them on how to conduct transactions through self-service technologies.
  • Connect customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs.
  • Conduct some outbound sales activities, such as meeting with local businesses and attending community events, to establish visibility in the community and drive business to the bank.
  • Perform transactions, such as opening accounts, accepting deposits, processing loan payments, cashing checks, and issuing money orders and cashier's checks.
  • Comply with privacy policies and procedures to maintain customer confidentiality and information protection.
  • Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
  • Complete and pass all required regulatory compliance training as assigned.
Requirements
  • Displays passion, commitment, and drive to deliver an experience that improves our customers' financial lives.
  • Excellent communication skills that build customer relationships based on trust.
  • Strong critical thinking and problem-solving skills to meet our customers' needs.
  • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change.
  • Ability to collaborate with others to achieve shared goals.
  • Proficient in Microsoft Office.
  • Ability to work location hours, including some weekends and evenings.
  • Preferably bilingual.
Education, Experience & Licenses
  • High school degree or higher, preferred.
  • Minimum of six months' previous banking or customer service experience.
  • Minimum of six months' cash handling experience.

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