Sturgis Bank
Personal Banker I at Sturgis Bank
Summary The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank’s products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities.
Key Responsibilities Client Service:
Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience.
Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone.
Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open‑ended questions to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate.
Educates and demonstrates existing, new, or enhanced products to improve a client’s banking experience.
Understands and implements security protocols to protect the client, staff, and institution.
Transactional Activity:
Processes clients’ deposits, withdrawals, loan payments, cashing of checks, and internal transfers. Examines checks for endorsement and negotiability. May assist with more involved transactions such as loan advances, cashier’s checks, and wire transfers.
Demonstrates efficient and accurate cash handling skills. Understands and follows dual‑control procedures as required.
Mitigates fraud through utilization of knowledge of the client and the client’s typical transactional activity, following security policies and procedures.
Assists clients with account maintenance including address changes, travel notifications, disputes, stop payments, and check holds.
Balances each day’s transactions and verifies drawer cash totals, reports errors to the Personal Banker Supervisor, and works with the banking team to resolve errors.
Adheres to and complies with all bank policies and procedures, in addition to federal and state regulations.
Miscellaneous Responsibilities:
Attends weekly front‑line meetings, implements new practices, procedures, and insights into daily operations, and attends any branch meetings called by the Personal Banker Supervisor or Branch Manager.
May be requested to assist at other branches due to business need.
Supports the Personal Banking team by collecting client information for the opening of new accounts and may assist with the opening of new accounts.
Other tasks as assigned.
Supervisory Responsibilities None
Qualifications
Ability to work with the public. Prior client service experience preferred.
Cash handling experience preferred.
Knowledge and ability to communicate effectively with the team, internal business partners, and potential and existing customers. Must be able to understand and work from oral and written instructions.
Must have basic math skills and ability to calculate simple to complex transactions.
Must remain calm and professional during peak periods, manage multiple tasks simultaneously, prioritize and organize work, and proofread documents for accuracy.
Must be able to troubleshoot and develop solutions to customer problems in a timely manner.
Must be able to use office equipment (computers, phones, fax machine, scanners, printers, etc.).
Education and/or Experience High School Diploma or equivalent, or is working toward obtaining a High School Diploma or GED.
Certificates, Licenses, Registrations Not applicable.
Work Environment Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. Communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.
Seniority Level Entry level
Employment Type Part‑time
Job Function Finance and Sales
Industries Banking
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Summary The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank’s products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities.
Key Responsibilities Client Service:
Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience.
Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone.
Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open‑ended questions to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate.
Educates and demonstrates existing, new, or enhanced products to improve a client’s banking experience.
Understands and implements security protocols to protect the client, staff, and institution.
Transactional Activity:
Processes clients’ deposits, withdrawals, loan payments, cashing of checks, and internal transfers. Examines checks for endorsement and negotiability. May assist with more involved transactions such as loan advances, cashier’s checks, and wire transfers.
Demonstrates efficient and accurate cash handling skills. Understands and follows dual‑control procedures as required.
Mitigates fraud through utilization of knowledge of the client and the client’s typical transactional activity, following security policies and procedures.
Assists clients with account maintenance including address changes, travel notifications, disputes, stop payments, and check holds.
Balances each day’s transactions and verifies drawer cash totals, reports errors to the Personal Banker Supervisor, and works with the banking team to resolve errors.
Adheres to and complies with all bank policies and procedures, in addition to federal and state regulations.
Miscellaneous Responsibilities:
Attends weekly front‑line meetings, implements new practices, procedures, and insights into daily operations, and attends any branch meetings called by the Personal Banker Supervisor or Branch Manager.
May be requested to assist at other branches due to business need.
Supports the Personal Banking team by collecting client information for the opening of new accounts and may assist with the opening of new accounts.
Other tasks as assigned.
Supervisory Responsibilities None
Qualifications
Ability to work with the public. Prior client service experience preferred.
Cash handling experience preferred.
Knowledge and ability to communicate effectively with the team, internal business partners, and potential and existing customers. Must be able to understand and work from oral and written instructions.
Must have basic math skills and ability to calculate simple to complex transactions.
Must remain calm and professional during peak periods, manage multiple tasks simultaneously, prioritize and organize work, and proofread documents for accuracy.
Must be able to troubleshoot and develop solutions to customer problems in a timely manner.
Must be able to use office equipment (computers, phones, fax machine, scanners, printers, etc.).
Education and/or Experience High School Diploma or equivalent, or is working toward obtaining a High School Diploma or GED.
Certificates, Licenses, Registrations Not applicable.
Work Environment Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. Communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.
Seniority Level Entry level
Employment Type Part‑time
Job Function Finance and Sales
Industries Banking
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