Personal Banker

Join to apply for the Personal Banker role at Arbor Bank

Office Location : Oakland, Iowa (301 Oakland Ave., Oakland, IA 51560). Work Location : In office daily. Hours : Monday thru Friday : 8 : 00 am to 5 : 00 pm; Saturday : 8 : 00 am to 12 : 00 pm (as needed).

Summary Description

Personal Banker is responsible for providing services by developing, managing, and retaining relationships with deposit customers. This person, independently and / or collaboratively, works with bankers and office staff to actively fulfill the mission of Arbor Bank. This person visits with customers for the purpose of providing customer service, relationship building and cross-sell. This person will independently handle moderately complex to complex customer issues and problems.

Personal Banker Responsibilities

• Provide New Account services for all deposit products and services included (but not limited to) checking accounts, savings accounts, certificates of deposit, health savings accounts, IRAs, safe deposit boxes.
• Ensure that check orders are processed accurately and efficiently.
• Provide service to customers wishing to change their address, email, or phone number while following bank policies and security procedures.
• Provide customer service to Standard Online banking and Arbor Mobile customers by resetting passwords, increasing mobile deposit limits, and general login and usage questions.
• Images documents to Director for digital storage.
• Prepare Stop Payments for customers.
• Provide enhanced customer service to Debit Card customers including issuing new cards, closing cards, and reordering cards, limit increases, travel exemptions, and activation assistance.
• Remain customer-focused, provide consistent and effective service with an emphasis on customer retention and expansion.
• Know the features and benefits of bank products and services.
• Develop new banking relationships with prospective clients and expand existing relationships with current customers through the sale and cross-sale of bank products and services.
• Proactively work toward achievement of personal and branch sales and customer service goals.
• Initiate outgoing Wires.
• Provide Notary services.
• Demonstrate commitment, dependability, and respect for other team members.
• Regular and predictable attendance, punctuality, and adherence to agreed-upon schedule of availability.
• Perform physical requirements as described in the Physical Requirements section.

Additional Deposit Services Detailed Responsibilities

Skills and Experience

Software Used

Work environment

No adverse environmental conditions expected.

Position type and expected hours of work

Full-time, typical work hours 8-5 M-F and Saturdays as needed.

Travel

3% for training.

Affirmative action plan / equal employment opportunity (AAP / EEO) statement

Arbor Bank maintains a policy of non-discrimination with employees and applicants for employment. No aspect of employment with us will be influenced in any manner by race, color, religion, sex, age, national origin, marital status, disability, or any other basis protected by applicable law. We also believe in the principles of the Americans with Disabilities Act (ADA). ADA prohibits employers from unlawfully discriminating against employees or job applicants with disabilities when making employment decisions. We will provide reasonable accommodation to otherwise qualified disabled employees or applicants. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at HR@arborbanking.com.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance, Sales, and Accounting / Auditing

Industries

Banking and Financial Services

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