Career Center - Personal Banker (1108)

Personal Banker


Basic Function:
Develops bank business by acquiring and developing client relationships; providing bank services; ensuring compliance with bank policies and government regulations.
Major Responsibilities:
  • As a member of the front-line, employee is expected to consistently deliver superior quality customer service and positively represent the Bank.
  • Provide banking services by responding to inquiries; accepting and understanding requests; obtaining and clarifying client information; completing account openings, applications, and paperwork; coordinating with related departments; and manages customer profile/s
  • Perform daily maintenance on existing accounts – including overdrafts, returned mail, safe deposit, wire transfers, check orders, on-line banking questions, etc.
  • Expand and retain both new and existing relationships by understanding client's financial goals; matching client's goals with bank products and services; cross-selling services; partnering with other bank associates;
  • Participate in community activities
  • Ensure compliance with bank policies and government regulations by maintaining files; following internal audit, loan review, branch operations, and collection procedures
  • Adhere to operational controls including legal, corporate and regulatory procedures to ensure safety and security of customer and bank assets
  • Complete annual on-line training courses as outlined by Compliance Officer

Education/Learning Experience:
Work Experience:
Work Environment:
High School Diploma or equivalent required; two year college degree or specialized training or equivalent work experience preferred.
Prior customer service and two years personal banking experience is required.
Must be available to work Monday – Friday; 8am-6pm and 8am-2pm on Saturdays.
Office/Retail floor. Travel between branches is required; some travel between banks and corporate office may be necessary.
·         Must have high level of interpersonal skills to handle sensitive and confidential documents and situations.
·         Requires demonstrated poise, tact and diplomacy.
·         Requires strong verbal and written communications skills.
·         Must be able to interact and communicate with individuals at all levels of the organization
·         Excellent customer service and organizational skills
·         Must be detailed oriented and produce high quality accurate work the first time.
·         Proficiency with MS Office
·         Ability to handle multiple projects simultaneously and work in a fast-paced environment.