Southern Bank
Personal Banker
Southern Bank is looking for a Personal Banker to serve as the focal point in the branch for sales, service and referral opportunities, supporting overall branch goals and fostering lifelong customer relationships.
Primary Purpose of the Job
This position services existing customers, assists with transactions, and plays a vital role in upholding the highest ethical standards and values trusted by customers and communities.
Expectations of All Southern Bank Team Members
Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products.
Ensure the confidentiality of customer non‑public personal information and secure information systems in compliance with bank regulations.
Essential Functions and Performance Areas
Develop new customer relationships and retain and expand existing ones by proactively identifying opportunities and cross‑selling to achieve personal and branch goals.
Participate in a welcoming lobby experience, directing customers as needed and encouraging product utilization.
Take ownership of the customer experience, including opening accounts, cross‑selling other products and resolving issues appropriately.
Build new customer relationships through frequent interactions, proactively contacting customers to ensure satisfaction.
Proactively educate customers on available access channels.
Actively participate in business development opportunities (e.g., phone outreach, community events or groups, meetings with local businesses) to establish visibility and drive business to the branch.
Assist in resolving difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of satisfaction.
Maintain thorough knowledge of bank policy and procedures, including retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and cash shipment preparation.
Maintain knowledge of regulatory requirements such as the Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security.
Maintain proficiency in all bank products and services across all delivery channels, including deposit products, electronic services, and loan products.
Maintain trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers.
Adhere to Southern Bank Telephone Standards, supporting a favourable environment for open communication and addressing concerns or problems openly.
Maintain attendance with the ability to work a schedule that may include overtime, nights, weekends and holidays.
May be asked to assist at various branches across Southern Bank’s footprint.
Complete and perform any other duties as assigned.
Qualifications
Demonstrated positive and helpful attitude toward both internal and external customers.
Good interpersonal communication skills, including the ability to use effective communication, understand procedures and speak clearly to customers, employees and supervisors.
Good computer skills.
Excellent customer service skills.
Education, Training and Experience Requirements
High school diploma or equivalent.
Core Competencies
Family & Trust: Build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
Rooted & Service: Committed to serving customers, communities and teams with purpose, professionalism and respect, effectively communicating and actively listening.
Innovation & Strength: Foster collaboration and continuous improvement, encourage visionary thinking and strive for excellence.
Building Customer Loyalty: Effectively meet customer needs; build productive relationships; take responsibility for satisfaction and loyalty.
Applied Learning: Assimilate and apply new job‑related information promptly.
Quality Orientation: Accomplish tasks by considering all areas involved, show concern for all aspects, accurately check processes and tasks, and be watchful over time.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales; Banking
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Primary Purpose of the Job
This position services existing customers, assists with transactions, and plays a vital role in upholding the highest ethical standards and values trusted by customers and communities.
Expectations of All Southern Bank Team Members
Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products.
Ensure the confidentiality of customer non‑public personal information and secure information systems in compliance with bank regulations.
Essential Functions and Performance Areas
Develop new customer relationships and retain and expand existing ones by proactively identifying opportunities and cross‑selling to achieve personal and branch goals.
Participate in a welcoming lobby experience, directing customers as needed and encouraging product utilization.
Take ownership of the customer experience, including opening accounts, cross‑selling other products and resolving issues appropriately.
Build new customer relationships through frequent interactions, proactively contacting customers to ensure satisfaction.
Proactively educate customers on available access channels.
Actively participate in business development opportunities (e.g., phone outreach, community events or groups, meetings with local businesses) to establish visibility and drive business to the branch.
Assist in resolving difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of satisfaction.
Maintain thorough knowledge of bank policy and procedures, including retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and cash shipment preparation.
Maintain knowledge of regulatory requirements such as the Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security.
Maintain proficiency in all bank products and services across all delivery channels, including deposit products, electronic services, and loan products.
Maintain trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers.
Adhere to Southern Bank Telephone Standards, supporting a favourable environment for open communication and addressing concerns or problems openly.
Maintain attendance with the ability to work a schedule that may include overtime, nights, weekends and holidays.
May be asked to assist at various branches across Southern Bank’s footprint.
Complete and perform any other duties as assigned.
Qualifications
Demonstrated positive and helpful attitude toward both internal and external customers.
Good interpersonal communication skills, including the ability to use effective communication, understand procedures and speak clearly to customers, employees and supervisors.
Good computer skills.
Excellent customer service skills.
Education, Training and Experience Requirements
High school diploma or equivalent.
Core Competencies
Family & Trust: Build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
Rooted & Service: Committed to serving customers, communities and teams with purpose, professionalism and respect, effectively communicating and actively listening.
Innovation & Strength: Foster collaboration and continuous improvement, encourage visionary thinking and strive for excellence.
Building Customer Loyalty: Effectively meet customer needs; build productive relationships; take responsibility for satisfaction and loyalty.
Applied Learning: Assimilate and apply new job‑related information promptly.
Quality Orientation: Accomplish tasks by considering all areas involved, show concern for all aspects, accurately check processes and tasks, and be watchful over time.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales; Banking
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