Personal Banker
The Personal Banker will be able to actively develop new relationships and expand existing customer relationships by delivering a high level of customer service and recognizing the financial needs of a client. This experienced banking professional is responsible for determining and meeting customers banking needs, cross-selling bank products, and proactively developing business for the Retail division while providing personalized banking services with superior customer service. Primary Responsibilities: Customer Experience a. Provide the internal and external customer with superior customer experience including friendly demeanor, can-do attitude, and willingness to always help whether on the phone or in person. b. Follow-up with customer in a timely manner c. Provide accurate information
Deposit Accounts New & Existing a. Assess the needs of the customer by asking the appropriate questions and building customer rapport. b. Promote and cross-sell bank products and services that fit the customers needs with a solutions-based approach. c. Open all @types of new accounts to include but not limited to all consumer and small business d. Follow-up with clients on a regular basis to ensure proper onboarding and relationship building e. Prepare and compile new customer documentation to ensure accuracy and adherence to policy and procedure f. Follow all compliance guidelines by properly informing clients of the required disclosures. g. Coordinate with Deposit Shared Services, eBanking, Quality Assurance and BASE in resolving customer needs. h. Perform account maintenance and close accounts upon customer requests
Loan a. Assess the needs of the customer by asking the appropriate questions and building customer rapport. b. Accept and close consumer loan products for clients in a timely manner c. Adhere to all loan policies and procedures
Relationship building a. Actively listen to clients to identify needs and offer solutions b. Refer customer to other LOB, Line of Business, or Partners when needs are identified c. Follow-up with clients in a timely manner d. Adhere to onboarding standards when appropriate e. Manage current portfolio of clients by proactively reaching out and offering assistance
Perform all consumer customer service requests including but not limited to wires, notary services, disputes, signature card changes, and online banking (mobile banking).
Meet and exceed established sales and referral goals by explaining & promoting bank & partner products and services.
Perform general office duties such as opening and closing the branch, answering main branch line, adhering to branch standards, scanning, etc.
Assistant in training needs of team members
Serve as a back-up on the teller line as needed
Serve as the branch leader as needed
Assist other staff members with projects as needed.
Understands the confidential nature of the banking industry and adheres to company policies and procedures for protecting customers private information.
Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.
The Personal Banker will be able to actively develop new relationships and expand existing customer relationships by delivering a high level of customer service and recognizing the financial needs of a client. This experienced banking professional is responsible for determining and meeting customers banking needs, cross-selling bank products, and proactively developing business for the Retail division while providing personalized banking services with superior customer service. Primary Responsibilities: Customer Experience a. Provide the internal and external customer with superior customer experience including friendly demeanor, can-do attitude, and willingness to always help whether on the phone or in person. b. Follow-up with customer in a timely manner c. Provide accurate information
Deposit Accounts New & Existing a. Assess the needs of the customer by asking the appropriate questions and building customer rapport. b. Promote and cross-sell bank products and services that fit the customers needs with a solutions-based approach. c. Open all @types of new accounts to include but not limited to all consumer and small business d. Follow-up with clients on a regular basis to ensure proper onboarding and relationship building e. Prepare and compile new customer documentation to ensure accuracy and adherence to policy and procedure f. Follow all compliance guidelines by properly informing clients of the required disclosures. g. Coordinate with Deposit Shared Services, eBanking, Quality Assurance and BASE in resolving customer needs. h. Perform account maintenance and close accounts upon customer requests
Loan a. Assess the needs of the customer by asking the appropriate questions and building customer rapport. b. Accept and close consumer loan products for clients in a timely manner c. Adhere to all loan policies and procedures
Relationship building a. Actively listen to clients to identify needs and offer solutions b. Refer customer to other LOB, Line of Business, or Partners when needs are identified c. Follow-up with clients in a timely manner d. Adhere to onboarding standards when appropriate e. Manage current portfolio of clients by proactively reaching out and offering assistance
Perform all consumer customer service requests including but not limited to wires, notary services, disputes, signature card changes, and online banking (mobile banking).
Meet and exceed established sales and referral goals by explaining & promoting bank & partner products and services.
Perform general office duties such as opening and closing the branch, answering main branch line, adhering to branch standards, scanning, etc.
Assistant in training needs of team members
Serve as a back-up on the teller line as needed
Serve as the branch leader as needed
Assist other staff members with projects as needed.
Understands the confidential nature of the banking industry and adheres to company policies and procedures for protecting customers private information.
Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.