Personal Banker

About This Role

As a Personal Banker, you will be the primary point of contact for customers, delivering exceptional service and tailored financial solutions. You will process transactions, open accounts, and support branch goals while maintaining compliance and operational accuracy in a new branch in Bloomington, IN.

Responsibilities

• Process cash and non-cash banking transactions efficiently and accurately while delivering premier customer service
• Cross sell products and services to meet customer financial needs and identify referral opportunities
• Balance cash drawers daily and reconcile Vault and ATM on a regular basis with precision
• Actively contribute to achieving both personal and branch goals
• Adhere to all retail and bank policies, audit and compliance guidelines, and complete required training on time
• Record transactions by logging night/day drops, security checklist, cashier’s checks and other special services, preparing currency transaction reports
• Reconcile cash drawers by verifying transactions, counting and packaging currency and coins, reconciling loan coupons, and turning in excess or mutilated currency
• Comply with bank operations and security procedures by participating in all dual-control functions
• Demonstrate a strong work ethic, including neatness and punctuality
• Maintain customer confidence and protect bank operations by safeguarding confidential information
• Provide impeccable customer service and communicate professionally with all clients and colleagues; greet each customer with a friendly smile and positive attitude
• Maintain thorough knowledge of all banking products, services, systems, and procedures

Requirements

• Ability to process cash and non-cash banking transactions efficiently and accurately
• Ability to cross-sell products and services and identify referral opportunities
• Ability to balance cash drawers daily and reconcile Vault and ATM
• Adherence to all retail and bank policies, audit and compliance guidelines, and completion of required training
• Strong work ethic, including neatness and punctuality
• Ability to maintain customer confidence and safeguard confidential information
• Impeccable customer service and professional communication skills
• Thorough knowledge of all banking products, services, systems, and procedures

Benefits