Personal Banker

Personal Banker

The Personal Banker provides a proactive, consultative approach to banking that builds member relationships based on trust and the ability to identify financial needs and recommend solutions. This role is responsible for assisting with branch operations, delivering unique and memorable member experiences, achieving sales goals, and handling service requests. Additional duties required in this role are the ability to work in a team environment, ability to multi-task, attention to detail, and a passion for enhancing our member's banking experience.

Responsibilities

Member Support :

• Proactively greet members by performing lobby engagement activities to connect with members, assessing the reason for visiting the branch and having positive conversations to understand their financial needs.
• Provide excellent member service by handling transactions accurately and efficiently.
• Address member inquiries, resolve issues, and help members understand the different ways they can bank with us and the range of products and services we can offer.
• Assist members with account openings, loan applications, and other financial transactions.
• Educate members on financial literacy topics, including budgeting, savings and managing credit.

Sales and Relationship Building :

Account Management :

Team Collaboration :

Qualifications

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.