Personal Banker

Join to apply for the Personal Banker I role at Sturgis Bank

3 days ago Be among the first 25 applicants

Summary

The Person al Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank’s products and services and by generating leads and referrals. The Person al Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities.

• Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience.
• Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone.
• Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open ended question to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate.
• Educates and demonstrates existing, new, or enhanced products to improve a client’s banking experience.
• Understands and implements security protocols to protect the client, staff, and institution.

• Process clients’ deposits, withdrawals, loan payments, cashing of checks, and internal transfers. Examine checks for endorsement and negotiability. May assist with more involved transactions such as loan and cash advances, cashier’s checks, and wire transfers.
• Demonstrate efficient and accurate cash handling skills. Understand and follow dual control procedures as required.
• Mitigate fraud through utilization of knowledge of the client and the client’s typical transactional activity. Follow security policies and procedures.
• Assist clients with account maintenance including address changes, travel notifications, disputes, stop payments, and check holds.
• Balance each day’s transactions and verify drawer cash totals. Review work, report offsets to the Personal Banker Supervisor, and work with banking team to resolve offsets.
• Adhere to and comply with all bank policies and procedures, in addition to Federal and State regulations.

• Attend weekly Frontline Meetings. Implement new practices, procedures, and insights into daily operations. Attend any branch meetings called by the Personal Banker Supervisor or Branch Manager.
• May be requested to assist at other branches due to business need.
• Support Personal Banking team by collecting client information for the opening of new accounts. May assist with the opening of new accounts.
• Other tasks as assigned.

• Ability to work with the public. Prior client service experience preferred.
• Cash handling experience preferred.
• Knowledge and ability to communicate effectively with the team, internal business partners, and potential and existing customers. Must have the ability to understand and work from oral and written instructions.
• Must have the ability to perform basic math skills and to calculate simple to complex transactions.
• Must have ability to remain calm and professional during peak periods of activity and manage multiple tasks simultaneously. Prioritize, organize work, and apply common sense. Proofread and edit documents for accuracy. Troubleshoot and develop solutions to customer problems in a timely manner.
• Must be able to use office equipment, including computers, phones, fax machine, scanners, printers, etc.

High School Diploma or equivalent or working toward obtaining a High School Diploma or GED.

Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. They may experience communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.

Entry level

Full-time

Finance and Sales

Banking

Referrals increase your chances of interviewing at Sturgis Bank by 2x

Apply BELOW