Personal Banking Specialist

2 weeks ago


Williamsburg, Iowa, United States Hills Bank Full time
*This position is eligible for a Spanish proficiency pay differential*

SCHEDULE: Monday through Friday and every other Saturday for an average of 40 hours per week.

BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families.

ROLE OVERVIEW:

Deliver exceptional service to clients while addressing their financial needs through various retail banking functions. An individual in this role will have mastered and continue to apply all skills expected of previous levels, while acquiring and applying additional skills defined for this position. This role serves not only as a trusted resource for bank clients but also routinely utilizes knowledge and experience to assist and support team members.

KEY RESPONSIBILITIES:

Service Requests:
  • Manage all standard banking transactions presented by clients in person, through drive-up, via night depository, mail, or digitally.
  • Handle cash and maintain an individual cash drawer to fulfill client requests.
  • Assist clients with access to safe deposit boxes, ensuring all procedures are properly followed.
  • Address both routine and advanced maintenance and service requests and client inquiries regarding existing accounts and services. Support less experienced team members with questions or complex cases as needed.
  • Identify banking needs and recommend solutions for both prospective and current clients.
New Accounts:
  • Support the bank's overall sales efforts through direct sales of deposit products, consumer loans, and related services.
  • Accurately and efficiently open various types of deposit accounts, such as checking, savings, and money market accounts, certificates of deposit, IRAs, and complementary services.
  • Effectively manage credit card, consumer lending, and home equity lending requests.
  • Ensure that new accounts and relationships are properly onboarded.
Relationship Management:
  • Effectively develop, manage, and grow client relationships through ongoing contacts and recognition of key life events.
  • Work within defined banking processes to ensure a consistent, positive experience for clients and success for your branch team.
  • Utilize the bank's Customer Relationship Management (CRM) system to plan for and personalize client interactions.
  • Proactively reach out to clients through one-on-one contacts and product promotions throughout the year.
  • Maintain necessary knowledge about bank products and services to refer clients to appropriate individuals or departments.
ADDITIONAL DUTIES:
  • Actively participate in office or bank events, representing the bank in professional associations and community organizations.
  • Assist bank personnel with inquiries regarding account statuses and bank statements in an efficient, courteous manner.
  • Serve as a role model/mentor and trainer, providing support to less experienced team members.
  • Maintain educational and professional expertise through attendance at internal and/or external educational opportunities.
  • Perform other duties as assigned.
EDUCATION AND REQUIREMENTS:
  • High school diploma required; an associate's degree or bachelor's degree preferred.
  • At least 2 years of Retail Banker experience or equivalent experience required.
  • Must have successfully completed all training and evaluation requirements necessary for transition to this role.
  • Must be able to meet the requirements of the SAFE Act.
  • Willingness to work additional hours as required.
  • Participate in bank-sponsored or community events annually.
EQUAL OPPORTUNITY EMPLOYER

  • Williamsburg, Iowa, United States Hills Bank Full time

    *This position is eligible for a Spanish proficiency pay differential*SCHEDULE: Monday through Friday and every other Saturday for an average of 40 hours per week. BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking...


  • Williamsburg, Iowa, United States Hills Bank Full time

    Job Overview*This position is eligible for a Spanish proficiency pay differential*WORK SCHEDULE: Monday through Friday with occasional Saturday shifts.COMPENSATION AND BENEFITS: At Hills Bank, we recognize that our employees are our greatest asset. We offer a comprehensive benefits package designed to support the well-being of our team members and their...


  • Williamsburg, Iowa, United States Hills Bank Full time

    *This position is eligible for a Spanish proficiency pay differential*SCHEDULE: Monday through Friday and every other Saturday for an average of 40 hours per week. BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking...


  • Williamsburg, Iowa, United States Hills Bank Full time

    *This position is eligible for a Spanish proficiency pay differential*SCHEDULE: Monday through Friday (8:15 am - 5:45 pm) and every other Saturday (8:15 am- 12:15 pm) for an average of 40 hours per week. LOCATION: Not specified BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package....


  • Williamsburg, Iowa, United States Hills Bank Full time

    *This position is eligible for a Spanish proficiency pay differential*SCHEDULE: Monday through Friday and every other Saturday for an average of 40 hours per week. LOCATION: Position details available upon request. BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy...


  • Williamsburg, Iowa, United States Sevita Full time

    About Sevita:Sevita, a prominent provider of community-based services, is dedicated to enhancing the lives of individuals with intellectual and developmental disabilities. Our mission is to empower every person to live a fulfilling life, supported by a compassionate team that values meaningful connections.Position Overview:As a Community Support Specialist,...


  • Williamsburg, Iowa, United States Sevita Full time

    About Sevita:Sevita, a leader in community-based services, is dedicated to enhancing the lives of individuals with intellectual and developmental disabilities. We believe in the right of every person to live a fulfilling life and pursue a meaningful career.Position Overview:As a Support Specialist, you will be an integral part of a mission-driven team,...

  • Logistics Operator

    1 week ago


    Williamsburg, Iowa, United States Kinze Manufacturing Full time

    Shipping and Receiving Specialist Company: Kinze Manufacturing Position Overview: The Shipping and Receiving Specialist plays a crucial role in supporting production operations by efficiently managing the loading and unloading of shipments while ensuring precise inventory control and storage management. Key Responsibilities: Oversee the loading and...


  • Williamsburg, Iowa, United States Kinze Manufacturing Full time

    Position Title: Dock Worker Company: Kinze Manufacturing Position Overview: The Dock Worker plays a crucial role in the logistics operations by facilitating the loading and unloading of shipments while ensuring precise inventory management and storage practices. Key Responsibilities: Efficiently load and unload shipments, both incoming and outgoing, adhering...


  • Williamsburg, Kansas, United States First Bank & Trust Full time

    About the RoleThe Senior Personal Banker will be responsible for delivering exceptional customer experiences in a dual role function. This role will provide an in-branch customer experience by handling every customer need, including sales and service, consumer loan origination, and teller transactions as needed. Utilizing a needs-based selling approach, the...


  • Williamsburg, Kansas, United States First Bank & Trust Full time

    Become a Part of Our Team as a Customer Service Banking Specialist at First Bank & TrustPOSITION OVERVIEWThe Customer Service Banking Specialist is essential in providing exceptional service to our clients, managing transactions, sales, and various banking services. This role involves executing account transactions and surpassing customer expectations while...


  • Williamsburg, Virginia, United States I Kare LLC Full time

    Position OverviewI Kare LLC is seeking dedicated individuals for the role of Personal Support Specialist. This position involves providing essential assistance to clients in their daily activities, ensuring their comfort and well-being.Key Responsibilities:Assist clients with personal care and daily living tasks.Provide companionship and emotional...


  • Williamsburg, Kansas, United States First Bank & Trust Full time

    About the RoleThe Senior Personal Banker will be responsible for delivering exceptional customer experiences in a dual role function. This role will handle every customer need, including sales and service, consumer loan origination, and teller transactions as required. By utilizing a needs-based selling approach, the Senior Personal Banker will provide...

  • Loan Specialist

    3 days ago


    Williamsburg, Virginia, United States Regional Management Corp. Full time

    About the RoleWe are seeking a highly motivated and customer-focused Loan Specialist to join our team at Regional Management Corp. As a Loan Specialist, you will play a critical role in providing exceptional service to our customers, processing credit loan applications, and presenting loan solutions to current and potential customers.Key...


  • Williamsburg, Virginia, United States Domino's Franchise Full time

    Delivery Specialist RoleWe are seeking a dedicated Delivery Specialist to contribute to our dynamic delivery operations. This position offers a unique chance to gain insights into customer relations and product excellence. Many of our leadership team members started their careers in delivery roles.Key Responsibilities:As a Delivery Specialist, you will be...


  • Williamsburg, Virginia, United States Domino's Franchise Full time

    Delivery Specialist RoleWe are seeking a dedicated Delivery Specialist to play a crucial role in our logistics operations. This position offers a fantastic opportunity to gain insights into customer relations and product excellence. Many of our current leadership team members started their journey in this role.Key Responsibilities:As a Delivery Specialist,...


  • Williamsburg, Virginia, United States Domino's Franchise Full time

    Delivery Specialist RoleWe are seeking a dedicated Delivery Specialist to contribute to our operations in the food service industry. This position offers a valuable opportunity to gain insights into customer interaction and product excellence. Many of our current leadership team members began their careers in similar roles.To thrive in this position,...


  • Williamsburg, Virginia, United States Amentum Full time

    **Amentum** is looking for a seasonal **Aquatic Safety Specialist** to join our team in Central Virginia. The Aquatic Safety Specialist is responsible for overseeing activities at the swimming facility to ensure a safe environment for all patrons.**Key Responsibilities:**+ Assist swimmers in distress,+ Enforce rules and maintain order in and around the pool...


  • Williamsburg, Virginia, United States Meineke Car Care Centers Inc Defunct Full time

    Position Title: Automotive Service Specialist Location: Not specified Job Type: Full-time Description: At Meineke Car Care Centers Inc Defunct, we recognize the value of skilled professionals like you. Our commitment is to advance your career while nurturing a culture of innovation and excellence. Here’s what makes our workshop unique: We emphasize a...

  • Support Specialist

    3 days ago


    Williamsburg, Virginia, United States Wyndy, Inc. Full time

    About the RoleWe are seeking a highly motivated and dedicated individual to join our team as a Support Specialist at Wyndy, Inc. This is an exciting opportunity to work with students and support their academic and personal growth.Key ResponsibilitiesAssist with after school programs, providing support to students and helping them with their academic...

  • Warehouse Specialist

    3 months ago


    Williamsburg, United States Stratitia, Inc. Full time

    Job DescriptionJob DescriptionStratitia, Inc. is seeking qualified applicants for Warehouse Specialist at the Cheatham Annex in Williamsburg, VA. This is a full-time contract position.Shifts- 7am - 3pm - Monday through FridayPosition Description:Performs various tasks including, but not limited to, warehouse, inventory, production, receiving, moving material...


  • Williamsburg, Virginia, United States Meineke Car Care Centers Inc Defunct Full time

    Position Title: Automotive Compliance Specialist / State Inspector Location: Not specified Job Type: Full-time Description: We are looking for a skilled Automotive Compliance Specialist with a valid State Inspector certification. Our organization thrives on the commitment of talented professionals like you. We are dedicated to advancing your career while...


  • Williamsburg, Virginia, United States Utiliquest Full time

    Position Overview: Field Training Specialist Join Our Team We are excited to invite applications for the role of Field Training Specialist within our Virginia Operations Team at UtiliQuest, LLC. As a recognized leader in underground utility damage prevention for over 30 years, we pride ourselves on our commitment to quality and safety. Our headquarters are...


  • Williamsburg, Virginia, United States CityScape Metro Group Full time

    Insurance Client Support SpecialistWe are seeking a committed professional to become a vital member of our dynamic team as an Insurance Client Support Specialist. In this position, you will be instrumental in providing exceptional service to our insurance company clients and policyholders.About CityScape Metro Group:CityScape Metro Group has achieved...


  • Williamsburg, Virginia, United States Cardinal Senior Management Full time

    Position: Residential Cleaning Specialist Company: Cardinal Senior Management is seeking a dedicated Residential Cleaning Specialist to maintain the cleanliness and hygiene of our facilities. This role involves ensuring that both private and communal areas are kept in pristine condition, while also attending to the needs of our residents. We are committed to...


  • Williamsburg, Virginia, United States Ethypharm Group Full time

    Join Our TeamAt Ethypharm Group, we consider our therapists as integral members of our community, and we prioritize their well-being.Position Title: School Speech Language Pathology Support SpecialistWe are dedicated to providing our team members with diverse career paths and lifestyle options within our extensive network of clients. This opportunity could...


  • Williamsburg, Virginia, United States Meineke Full time

    At Meineke, we recognize that our success is driven by the commitment of talented individuals like you. We are dedicated to advancing your career while fostering a culture of innovation and excellence. Here’s what makes our organization unique: We emphasize a healthy work-life balance, offering a structured five-day work week.We cultivate an environment of...


  • Williamsburg, Virginia, United States Hilton Grand Vacations Full time

    Guest Services Reservations SpecialistJob ID: FRO002097Area of Talent: Resort OperationsCategory: Guest Services/OperationsShift: VariableProperty: DRI Historic Powhatan ResortJob OverviewAs a Guest Services Reservations Specialist, you will play a vital role in upholding our commitment to exceptional service and contributing to the overall success of our...


  • Williamsburg, Virginia, United States US Facilities Inc Full time

    Position Overview:US Facilities Inc. is looking for experienced individuals to join our team as Senior Transportation Specialists. This role involves critical responsibilities in the maintenance and operation of transportation systems.Key Responsibilities:1. Operate and maintain hand and power tools effectively.2. Conduct minor repairs and preventative...