Senior Personal Banker
Thatsmybank, Davis, CA, United States
The Senior Personal Banker is responsible for delivering high quality customer service by assessing the customer’s needs. As a Senior Personal Banker in our branches, you will have the chance to put
People First , show
Absolute Integrity , all with a
Zest for Excellence !
Responsibilities Include
Offer superior service to our customers through prompt, efficient, courteous, and professional interactions; refers customers to appropriate person or department as needed
Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
Support branch cash responsibilities such as shipment, balancing and reconciliation and is able to balance branch cash and teaches others how to balance branch cash
Resolve customer complaints and concerns; properly escalates concerns to supervisor and reports complaints as needed
In the absence of branch management, manage complex customer inquiries, independently and successfully
Process debit card requests, complete stop payments and check holds for new and existing customers
Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer’s overdraft option request and document information on our core system
Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank’s policies and procedures
Partner with branch leadership to maintain operational integrity while mitigating risk
Support opening/closing branch, completing audits, overrides and reviewing reports as needed
Be a resource to train and help develop new and existing employees as needed
Open and service Retail, Business, trusts, CD and IRA accounts without assistance, process debit card requests for new and existing customers
Answer business account inquiries without assistance
Assist with approval within assigned limits
Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
Communication
– excellent verbal, written and interpersonal communication skills
Customer Service
– manage difficult or emotional customer situations; respond promptly to customer needs
Initiative
– eagerness to learn and a drive for continuous improvement
Teamwork
– maintain a positive working relationship with your team members
Adaptability
– willing and able to be flexible and adapt to changing job requirements
Qualifications
High School Diploma/GED
Minimum 2 years of prior experience in financial services required
Proficient in all Microsoft Office suite of products
Eagerness to learn and a drive for continuous improvement
Excellent verbal, written and interpersonal communication skills
Ability to be professional and empathetic in all interactions
Willing and able to be flexible and adapt to changing job requirements
Technically savvy with PCs and email systems
Why You Should Apply
Full-time position with excellent compensation and benefits package
Generous time off programs
Profit-sharing
Discounted stock purchase program
Excellent growth and development opportunities
And much more!
Pay Range (Hourly): $21.00-$23.00/hour
The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
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People First , show
Absolute Integrity , all with a
Zest for Excellence !
Responsibilities Include
Offer superior service to our customers through prompt, efficient, courteous, and professional interactions; refers customers to appropriate person or department as needed
Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
Support branch cash responsibilities such as shipment, balancing and reconciliation and is able to balance branch cash and teaches others how to balance branch cash
Resolve customer complaints and concerns; properly escalates concerns to supervisor and reports complaints as needed
In the absence of branch management, manage complex customer inquiries, independently and successfully
Process debit card requests, complete stop payments and check holds for new and existing customers
Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer’s overdraft option request and document information on our core system
Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank’s policies and procedures
Partner with branch leadership to maintain operational integrity while mitigating risk
Support opening/closing branch, completing audits, overrides and reviewing reports as needed
Be a resource to train and help develop new and existing employees as needed
Open and service Retail, Business, trusts, CD and IRA accounts without assistance, process debit card requests for new and existing customers
Answer business account inquiries without assistance
Assist with approval within assigned limits
Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
Communication
– excellent verbal, written and interpersonal communication skills
Customer Service
– manage difficult or emotional customer situations; respond promptly to customer needs
Initiative
– eagerness to learn and a drive for continuous improvement
Teamwork
– maintain a positive working relationship with your team members
Adaptability
– willing and able to be flexible and adapt to changing job requirements
Qualifications
High School Diploma/GED
Minimum 2 years of prior experience in financial services required
Proficient in all Microsoft Office suite of products
Eagerness to learn and a drive for continuous improvement
Excellent verbal, written and interpersonal communication skills
Ability to be professional and empathetic in all interactions
Willing and able to be flexible and adapt to changing job requirements
Technically savvy with PCs and email systems
Why You Should Apply
Full-time position with excellent compensation and benefits package
Generous time off programs
Profit-sharing
Discounted stock purchase program
Excellent growth and development opportunities
And much more!
Pay Range (Hourly): $21.00-$23.00/hour
The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
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