Personal Banker (Bench)

Job Summary

The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch. Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Personal Bankers demonstrate a genuine interest in their customers and ask questions to understand financial needs and priorities. Personal Bankers will be product knowledge experts and understand the functions of all lines of business at Oxford Bank. Personal Bankers present options to clients to make their banking easy and convenient, ensuring the needs of the client always come first. Cultivating strong relationships will come through by recommending products, services and processing all transaction types. Personal Bankers have a genuine interest in learning and understanding client financial goals, both short and long term. Personal Bankers proactively contact customers by phone to follow up on client satisfaction, build relationships, and address any additional financial needs. Solutions to help customers will be directly recommended and implemented by the Personal Banker or bank experts / partners. The Personal Banker is the primary manager for customer relationships, is empowered and responsible to ensure bank partners provide excellent service and solutions to help the customer reach their goals. Special emphasis is placed on assisting customers with more complex needs such as personal financial reviews, lending services, small business needs, investments, and retirement.

Primary Responsibilities

Put customers at the center of everything you do

• Display a friendly, positive attitude when serving both internal and external customers
• Possess strong customer service skills
• Build relationships with customers that go beyond one interaction
• Focus on customer long-term financial needs
• Engage customers in meaningful financial conversations that include understanding what's important to them
• Inform customers of appropriate options available to help achieve financial goals
• Proactively follow up with customers on commitments, satisfaction, and ongoing financial conversations to build lifelong relationships

Earn customer trust

Resolve customer complaints and concerns

Possess strong character and values

Embrace the opportunity to learn

Work effectively with a diverse team

Additional position requirements

Technical Skills

Education and Experience

Eligible Team Members of Oxford Bank enjoy the following benefits :

Additional Information

Department : Personal Banking

Hours of work : Monday through Friday work hours with chance of Saturday rotation hours as needed for possible appointments.

Classification : Non-exempt

"Oxford Bank is an equal opportunity employer and is committed to providing equal employment opportunities and an environment free of discrimination and harassment. All employment decisions at Oxford Bank are made without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, veteran or disability status."