Personal Banker
1 week ago
We are seeking a highly motivated and customer-focused Personal Banker to join our team at Equity Bank. As a key member of our banking team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and delivering a consistently superior banking experience.
Key Responsibilities- Financial Transactions and Functions
- Accurately process financial transactions, including deposits, withdrawals, transfers, and check cashing.
- Balance transactions and cash daily.
- Approve transactions for other employees within your assigned approval authority limit.
- Assist in managing bank cash levels as delegated by a manager or supervisor.
- Demonstrate operational soundness to minimize risk exposure or loss and maintain quality production.
- Client Relationships
- Conduct professional client conversations that build and sustain trust and credibility.
- Discover key life events happening with clients to ensure bank products and services meet their financial needs.
- Promote bank products and services within and outside the branch.
- Proactively make referrals to bank partners that result in additional revenue to the bank.
- Client Experience
- Demonstrate excellent customer service skills.
- Behave in a manner to create a welcoming, engaging, professional environment for clients and your team.
- Respond to routine client inquiries and requests.
- Compliance
- Understand and follow applicable laws and regulations for your job responsibilities.
- Follow deposit account opening procedures and internal suspicious activity referral requirements and processes.
- Actively work with clients to understand each client's normal account activity.
- Complete periodic compliance training.
- High School diploma or equivalent.
- Cash handling experience preferred.
- Customer service experience.
- Excellent interpersonal, verbal, and written communication skills.
- Computer proficiency in Windows-based systems.
- Ability to maintain a high degree of confidentiality.
- Strong attention to detail and organizational skills.
- Capable of working with a team.
- Aptitude for math.
- Dental and vision insurance.
- 401(k) retirement plan with company match.
- Generous vacation and sick time.
- Employee stock purchase plan (ESPP).
- Retail banking benefits.
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