Position Summary:

The Personal Banker is responsible for developing a positive rapport with the customer base, performing accurate and efficient financial transactions, and providing resolutions to customer requests. This position is responsible for opening new accounts and cross selling additional products and services in an effort to grow and retain customer relationships. The Personal Banker will assist with the mentoring and training of current, new and future Tellers. The Personal Banker performs a leadership role in supervising the operations in the branch.

Essential Functions:

• Develops and maintains positive and collaborative relationships with new and existing customers.
• Performs quality control reviews and performs research regarding errors and discrepancies; makes corrections in conjunction with internal departments and conducts customer correspondence as appropriate.
• Oversees the day-to-day operational functions of the Tellers; assists with balancing, overall Teller functions, and problems that may arise with transactions.
• Assists with the training of new Tellers and encourages their development through effective mentoring and coaching.
• Processes wire transfers, loan advances, and stop payments, as needed
• Performs Teller and other branch support duties as needed.
• Supports Branch Management with marketing activities and events.
• Responds to all customer issues with professionalism and seamlessly directs complex issues to management staff for resolution.
• Promotes and cross-sells the Bank’s products and services to new and existing clients, assuring proper service and referrals with the appropriate business partner.
• Opens and performs maintenance on accounts.
• Proactively expands knowledge and expertise on Bank products and services.
• Maintains customer confidence and protects Bank and customer confidentiality.

Safety & Security

• Follows all Bank safety and security policies and procedures and works in a responsible manner so as not to create a hazard to oneself or others; maintains confidentiality at all times when dealing with customers’ financial records and personal information.

Quality

• Maintains a quality mind-set at all times to ensure for the delivery of best-in-class products and services, and unsurpassed customer satisfaction.

Customer-Focus

• Delivers a world-class experience for our customers by bringing passion, dedication and integrity to the job every day.

Non-Essential Functions:

• Maintains a neat, orderly, and organized work area at all times.
• Performs other related duties, as assigned.
• May be temporarily rotated to other positions within and outside of home department in order to meet organizational needs.

Education & Experience:

• High School Diploma or GED equivalent is required.
• Minimum of 1 to 3 years of retail banking experience is preferred

Knowledge, Skills, & Abilities:

• Excellent customer service skills, attentiveness, information retention, and tact and diplomacy in dealing with both customers and employees are required.
• Comprehensive mathematical skills are required.
• Effective coaching and mentoring abilities.
• Strong communication and organizational skills; detail-oriented with a high degree of accuracy.
• Experience with computers, telephones, 10-key calculator, and other office machinery.
• Ability to make sound decisions; making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank’s exposure to loss or fraud and the ability to think through and rationalize decisions.
• Demonstrated sensitivity to the Bank’s needs, customer and employee goodwill, and the public image.
• Strong knowledge of retail banking regulations
• Positive, collaborative, and effective interpersonal skills.

Physical Requirements:

• Frequently required to use hands and fingers to handle, feel or operate equipment, and reach with hands and arms.
• Frequently required to talk and hear; frequently required to stand and walk.
• Occasionally required to climb, balance, stoop, kneel, crouch, bend, twist, and crawl.
• Occasionally required to lift, push, pull and/or move up to 25 pounds.
• Specific vision abilities required include: close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.

Submit your resume confidentially to Human Resources