Description
The primary responsibility of the Personal Banker is to assist customers in managing their bank accounts and finances through individualized services. In this role, the personal banker oversees all aspects of their clients’ accounts, informing and providing them with banking services including new accounts, loans or credit cards.
Essential Functions
Manage client bank accounts, including opening, closing, and updating accounts
Identify opportunities to offer/refer additional products and services that will add value to our customer relationships
Review documents for accuracy and legal compliance, collect and verify required customer information for account openings and revisions
Assist customers with mobile banking and account management tools
Respond promptly to customer queries and complaints by offering solutions or referring them to the correct individuals
Performs teller functions as needed
Review and decision overdraft items in accordance with bank policy
Additional responsibilities
Complete required compliance and educational training
May be asked to support business development activities as needed within individual markets
Participate in Community First Events
Provide exceptional customer service while remaining in Bank regulatory and legal guidelines
May require flexibility and willingness to work and travel to various areas of retail operations
Skills and competencies
Exceptional communication, organizational and computer skills>
Must be able to maintain strict customer confidentially
Work respectfully and cooperatively with all IFB Team members
Self-directed: must be able to fulfill responsibilities of the position with minimal supervision
Requirements
At least one year of previous financial experience is highly desired.
About IFB Idaho First Bank Idaho First Bank (IFB) is a full-service state-chartered community bank established in October 2005 and headquartered in McCall, Idaho. Known for its People First and Community First motto, the Bank serves the greater Southwest Idaho and Central Oregon communities. Branch locations include McCall, New Meadows, Eagle, Ketchum, Nampa, Boise, and Bend. Idaho First Bank is a member of the FDIC and an Equal Housing Lender. For more information, visit us at www.idahofirstbank.com
Equal Opportunity Employer
#J-18808-Ljbffr
The primary responsibility of the Personal Banker is to assist customers in managing their bank accounts and finances through individualized services. In this role, the personal banker oversees all aspects of their clients’ accounts, informing and providing them with banking services including new accounts, loans or credit cards.
Essential Functions
Manage client bank accounts, including opening, closing, and updating accounts
Identify opportunities to offer/refer additional products and services that will add value to our customer relationships
Review documents for accuracy and legal compliance, collect and verify required customer information for account openings and revisions
Assist customers with mobile banking and account management tools
Respond promptly to customer queries and complaints by offering solutions or referring them to the correct individuals
Performs teller functions as needed
Review and decision overdraft items in accordance with bank policy
Additional responsibilities
Complete required compliance and educational training
May be asked to support business development activities as needed within individual markets
Participate in Community First Events
Provide exceptional customer service while remaining in Bank regulatory and legal guidelines
May require flexibility and willingness to work and travel to various areas of retail operations
Skills and competencies
Exceptional communication, organizational and computer skills>
Must be able to maintain strict customer confidentially
Work respectfully and cooperatively with all IFB Team members
Self-directed: must be able to fulfill responsibilities of the position with minimal supervision
Requirements
At least one year of previous financial experience is highly desired.
About IFB Idaho First Bank Idaho First Bank (IFB) is a full-service state-chartered community bank established in October 2005 and headquartered in McCall, Idaho. Known for its People First and Community First motto, the Bank serves the greater Southwest Idaho and Central Oregon communities. Branch locations include McCall, New Meadows, Eagle, Ketchum, Nampa, Boise, and Bend. Idaho First Bank is a member of the FDIC and an Equal Housing Lender. For more information, visit us at www.idahofirstbank.com
Equal Opportunity Employer
#J-18808-Ljbffr