Lead Personal Banker

About This Role

This role involves opening banking accounts, processing loan applications, and assisting customers with CoreFirst products and services. The Lead Personal Banker also supports branch management by scheduling, directing, training, and coaching branch staff, and plays an important role in achieving branch sales goals and objectives.

Responsibilities

• Illustrate and sell the benefits of CoreFirst Bank & Trust products and services to prospective and current customers to generate new business and strengthen existing household relationships
• Track progress towards branch sales goals and partner with Branch Sales Manager in assigning personal and branch goals
• Provide on-the-spot coaching to Personal Bankers and Customer Service Associates related to CoreFirst products and sales process
• Provide existing Bank customers with their financial needs, including answering questions, performing account maintenance, and assisting with bank processes and procedures
• Participate in daily branch operations including opening/closing, balancing the vault, assisting with records/audit logs, administering safe deposit box needs, and performing teller duties as required
• Resolve customer escalations regarding Bank sales and services

Requirements

• High School diploma or equivalent
• Proficient use of Microsoft computer applications to include Word, Excel, and Outlook
• Ability to quickly adapt to changes in procedure and/or technology
• Proficiency with processes and procedures related to consumer deposit and loan products

Qualifications

• High School diploma or equivalent required, some college preferred
• Two (2) years of banking experience preferred

Nice to Have

• Two (2) years of banking experience
• Some college

Skills

* Required skills