Personal Banker

About This Role

Build customer relationships and provide exceptional service as a Personal Banker, assisting with new accounts, service requests, and credit applications while proposing appropriate financial products and digital solutions.

Responsibilities

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach
• Propose appropriate products, services, and digital solutions to help customers succeed financially
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgement within defined policies and procedures
• Develop understanding of bank products and services to connect to customers' needs
• Interact with customers to demonstrate care and build relationships
• Provide appropriate options for bank products and services to customer
• Refer customers' financial needs to other bankers and partners as needed
• Meet Loan Originator requirements under Regulation Z (LO) and other SAFE Act requirements
• Maintain cash drawer, cash handling and balancing, and complete service-related tasks

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• SAFE registration at the time of employment
• Ability to meet Loan Originator requirements under Regulation Z (LO)

Qualifications

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education

Nice to Have

• Customer service focus with experience handling complex transactions across multiple systems
• Experience proactively engaging with customers through outreach via phone or email
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to help customers succeed financially by offering introductions to additional team members
• Experience working with others on a team to meet customer needs
• Experience fostering and developing strong customer relationships
• Ability to build strong relationships with internal partners
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Ability to interact with integrity and professionalism with customers and team members
• Relevant military experience

Benefits