Personal Banker I

Summary :

The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank's products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities.

Key Responsibilities :

Client Service :

• Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience.
• Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone.
• Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open ended question to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate.
• Educates and demonstrates existing, new, or enhanced products to improve a client's banking experience.
• Understands and implements security protocols to protect the client, staff, and institution.

Transactional Activity :

Miscellaneous Responsibilities :

Supervisory Responsibilities -

None

Qualifications

Education and / or Experience

High School Diploma or equivalent or is working towards obtaining a High School Diploma or GED.

Certificates, Licenses, Registrations

Not applicable.

Work Environment :

Employee may experience sustained moderate / high periods of activity with multiple tasks being performed. They may experience communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.