As a Personal Banker, you are part of a team whose primary focus is to provide exceptional customer service. You will engage in thoughtful interactions to build and grow customer relationships by suggesting banking products and services (e.
g. checking, savings, credit cards, loans, digital banking) to meet their needs. You will complete a four month training program in which you will learn how to make recommendations while utilizing a consultative sales approach.
Qualifications :
- High school diploma / GED required
- College degree or a minimum of one year demonstrated ability to deliver outstanding customer service in financial services or retail industry required.
- Must have excellent written and verbal communication skills to include professional grammar and demeanor.
- Ability to travel as needed to training.
- Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principle Activities and Duties :
Demonstrate a consultative sales approach to building customer relationships by offering customers additional products and services at account opening and all service interactions in the branch.
This will be achieved by effectively utilizing the customer conversations and through lobby engagement while always maintaining the highest level of professional, integrity, and ethics.
- Contribute to the growth and retention of deposit and loan customers. Initiate new customer relationships, through outbound calling efforts.
- Perform teller functions based upon the needs of the branch. Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
- Adhere to all established branch operational processes and procedures.
Physical Requirements and Working Conditions :
Perform sedentary to light work (able to lift up to 20 pounds from floor to waist, and / or a negligible amount of force constantly to lift, carry, push, pull, grasp, or otherwise move objects).
See, hear, talk and perform tasks requiring manual dexterity and visual acuity; sit, stand, walk, crouch, reach, pull, push and other similar, repetitive tasks requiring physical activity.
Able to operate standard office / computer equipment such as photocopiers, fax machines, computers, iPads, scanners, calculators, etc.
Note :
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.