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Personal Banker I

USA Jobs, Framingham, MA, United States


Personal Banker

The Personal Banker is responsible for providing exceptional customer service by using excellent, in-depth knowledge of company products, understanding the customer's unperceived needs, and communicating effectively with team members. Provides a complete range of customer service including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts. Responsible for providing comprehensive electronic banking support to customers. Proactively interviews customers to identify all their perceived and unperceived financial needs. Working accurately and efficiently with strong written and verbal skills to complete transactions within a reasonable period of time. Maintains knowledge of branch policies and procedures. Participates in activities for generating new business such as special events. Successfully completing IRA and CD transactions; handling 'teller transactions' as part of working with the customers to satisfy their needs. Deliver clarity to customers through simplicity, guidance, and know-how. Interface with customers via telephone or in person. Must be able to support multiple branch locations as needed. Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses. Contributing to the achievement of goals through individual and group efforts and by offering ideas for improving processes and exceeding customer expectations.