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1 Personal Banker (Client Services Associate), Kouts Banking Center, Kouts, IN Job in Kouts, IN

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Personal Banker (Client Services Associate), Kouts Banking Center, Kouts, IN
$73k-104k (estimate)
Full Time 5 Months Ago
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1st Source Bank – Omnia Assessment 2nd Request is Hiring a Personal Banker (Client Services Associate), Kouts Banking Center, Kouts, IN Near Kouts, IN

POSITION SUMMARY
Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services.
ESSENTIAL REQUIREMENTS
  • Processes banking center transactions, safe deposit, cash machine and vault balancing activities, following bank policies and procedures.
  • Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.
  • Opens personal accounts, CD’s and cross-sells bank services.
  • Answers client inquiries and resolves less complex issues.
  • Builds client loyalty; establishes client relationships, including addressing each client by name.
  • Consistently delivers exceptional customer service to each and every client.
  • Adheres to established bank policies, procedures and guidelines.
  • Participates in retail sales programs to help meet personal and banking center goals.
  • Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
  • Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary.
  • Assists Manager with audits, reporting and scheduling as requested.
  • Responsible for the completion of all training related to the position.
  • Understands all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS
  • Demonstrates appropriate levels of interpersonal skills for clients and staff members.
  • Performs all other duties as assigned.
EXPERIENCE/SKILLS
  • Four (4) or more years of retail banking experience preferred.
  • Customer service and sales oriented.
  • High degree of attention to detail.
  • Good written and verbal communication skills.
  • Good PC skills – proficiency in Microsoft word and Excel essential.
  • Ability to cross-sell bank products and services.
  • Highly motivated.
  • Ability to work in a team atmosphere.
  • Ability to stand for prolonged periods of time.
  • Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
  • Ability to handle multiple tasks in a fast-paced environment.
EDUCATION
One (1) - three (3) years college preferred.
TRAVEL REQUIREMENTS
Ability to travel to all banking centers; as well as other locations for meetings, projects, training and seminars (as needed).
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Summary

JOB TYPE

Full Time

SALARY

$73k-104k (estimate)

POST DATE

12/11/2023

EXPIRATION DATE

05/30/2024

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