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.
Essential Responsibilities and Duties:
- 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.
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
