Personal Banker

Job Responsibilities

Responsibilities include, but are not limited to :

1. Exceptional Customer Service : Provide friendly and professional service in accordance with the bank's mission statement.

2. Product Knowledge : Understand all bank products and services, educate and demonstrate them to customers, and cross-sell various products.

3. Professional Demeanor : Present a confident and professional demeanor to establish trust and gain customer knowledge. Analyze needs and recommend appropriate products.

4. Customer Meetings : Meet with customers to analyze financial needs and maximize sales opportunities. Offer all bank products and assist with other service needs, open new accounts, and discuss loan products.

5. Sales Referral : Participate in the sales referral process to ensure customer financial needs are met and assist management in coaching and mentoring staff.

6. Transaction Processing : Perform all transactions required by customers and use appropriate technology to provide services effectively. Maintain and balance a cash box.

7. Vault Teller : Ensure adequacy of branch cash for daily transactions by assisting the branch staff in ordering and shipping currency and distributing cash to Tellers.

8. Community Involvement : Assist in community events and support CRA initiatives, activities, and programs.

9. Reporting : Report significant matters, issues, and unusual customer activity to the Manager and maintain personal knowledge of compliance and regulatory requirements.

10. Compliance : Maintain knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.