Personal Banker

Primary

Job Purpose:

Primarily responsible for providing friendly, courteous service to customers in a professional manner and actively cross-sell bank services. Listening to customer wants and recognizing what they need or what the bank can do to serve them better.

• Open new accounts and modify or close existing accounts (including checking, savings, money market, CDs, HSAs and IRAs) for individuals, businesses, and trusts.
• Develop new business according to individual goals and Strategic Plan for deposit growth.
• Provide direct and personal contact for business customers.
• Administrator for Safe Deposit Box Rentals (billing, payments, open/close accounts).
• Assist customers with Payment Solutions and Credit Card Programs.
• Review and reconcile various reports.
• Modify rates as needed.
• Track bank wide checking account goals.
• Balance vault, Reconcile Daily Cash Balance Report and Work Enfact reports (rotation)
• Assist customers with Debit Cards and Instant Issue Debit cards – applications, ordering, capturing, disputes with cards and fraud
• Provide customer assistance with Electronic Banking products.
• Place check orders.
• Redeem US Savings Bonds.
• Serve as a Notary.
• Back-up teller-line when needed.
• Assist with Banking in Schools.
• Establish individual goals and participate in departmental goals as they relate to the success of the bank’s Strategic Plan and specific job functions.
• Participate in the business development efforts of the bank.
• Perform other duties as assigned.

Education: A two-year degree in business/finance or related field or equivalent work experience is preferred.

Experience: Customer Service and money handling experience is required. Banking/teller experience is preferred. Must be proficient with computers, Microsoft products and standard office equipment.

Hours: Mon – Fri: 7:00 or 8:00 am – 4:00 or 5:30 pm (rotate opening & closing shifts)

Rotating Saturdays: 7:00 or 8:00 am to 12:00 pm

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Please view Equal Employment Opportunity Posters provided by OFCCP here.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.