Personal Banker II
Gateway Mortgage, Bartlesville, OK, United States
Personal Banker II
The Personal Banker II is responsible for consistently exhibiting an excellent first impression to all customers and guests of the bank as the primary point of contact. Maintains strong customer relationships while meeting customers' needs, handling customer transactions. * Performs excellent customer service when meeting customers and potential customer's needs and assisting all patrons of the bank to leave a positive impact with each encounter. * Greets customers and facilitates a welcoming and customer-focused environment. * Builds and maintains relationships with customers to help identify financial products and services that meet their personal and business needs. * Assists customers' accounts with selection of all financial services including online banking, BillPay, E-statements, mobile and ATM deposit capabilities. * Processes customer transactions efficiently and accurately in a fast-paced environment. * Balances and settles cash drawer in conjunction with proofing transactions. * Resolves customer issues and inquiries. * Ensures compliance with all bank policies and procedures, state and federal banking regulations, internal security procedures and policies. * Maintains knowledge of all Gateway First Bank deposit and lending products, and services. * Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules. * Performs related responsibilities as required or assigned.
The Personal Banker II is responsible for consistently exhibiting an excellent first impression to all customers and guests of the bank as the primary point of contact. Maintains strong customer relationships while meeting customers' needs, handling customer transactions. * Performs excellent customer service when meeting customers and potential customer's needs and assisting all patrons of the bank to leave a positive impact with each encounter. * Greets customers and facilitates a welcoming and customer-focused environment. * Builds and maintains relationships with customers to help identify financial products and services that meet their personal and business needs. * Assists customers' accounts with selection of all financial services including online banking, BillPay, E-statements, mobile and ATM deposit capabilities. * Processes customer transactions efficiently and accurately in a fast-paced environment. * Balances and settles cash drawer in conjunction with proofing transactions. * Resolves customer issues and inquiries. * Ensures compliance with all bank policies and procedures, state and federal banking regulations, internal security procedures and policies. * Maintains knowledge of all Gateway First Bank deposit and lending products, and services. * Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules. * Performs related responsibilities as required or assigned.