Personal Banker

About This Role

This role involves processing financial transactions, assessing customer needs, and selling appropriate banking products and services. The Personal Banker will contribute to the branch's growth and profitability, ensuring high-quality service for current and prospective customers.

Responsibilities

• Greet customers warmly and professionally, utilizing consultative selling and profiling techniques to assist with product and service selection.
• Balance and prove cash drawer daily to ensure minimum teller difference and controllable loss performance standards are achieved.
• Perform daily outbound calling to customers and prospects to promote Bank, Wealth, and NEST products and services.
• Meet and exceed annually assigned sales goals for Bank products and referral goals for NEST and digital products.
• Proactively sell all Bank products and services to deepen and preserve relationships based on customer need.
• Identify sales opportunities for Debit Cards, Credit Cards, Wealth, and Trust services.
• Solicit new consumer loan applications, process applications, and close loans.
• Receive and respond to all customer inquiries concerning Bank services, interacting with internal departments to ensure customer satisfaction.
• Process deposits, withdrawals, loan payments, cash checks, and all other teller transactions in accordance with Bank's policy.
• Ensure compliance with all regulations governing the banking industry, employment and labor laws, agency guidelines, and organization policies.

Qualifications

• Entry level

Nice to Have

• Notary license

Benefits