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Job Description

Description

POSITION OVERVIEW:

Our Personal Bankers play a key role in allowing our valued clients to see LifeDesign in action. By delivering outstanding, caring service, our Personal Bankers demonstrate our commitment to help clients get where they want to be.

PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES:

Our Personal Bankers provide the highest level of customer service in a positive, courteous, and enthusiastic manner to all employees, clients, and the community.

· Contributes to the branch’s success by being a team player and supporting the goals of the branch with proactive activities.

· Achieves individual sales/referral goals.

· Provides a high level of customer service by consistently expanding the client relationship through quality conversations.

· Utilizes the clients relationship profile, each and every time, to uncover additional needs.

· Offers referrals for additional products/services including referrals for investments and/or insurance.

· Opens new consumer and business accounts, including IRAs following our Life Design sales process; and effectively cross sells banks products and services.

· Accepts and underwrites consumer loans within scope of authority.

· Processes all teller transactions efficiently and in accordance with standard operating procedures and Fidelity Bank Policies.

· Promotes mortgage, consumer and commercial loan activities.

· Balances teller drawer daily and adheres to our Teller Accuracy Standards Policy.

· Ensures confidentiality of customer information.

· Ensures the security of the branch and follows all security policies and procedures.

· Maintains a broad knowledge of all Bank products and services.

· Conducts outbound phone calls to our clients to deepen relationships.

· Performs other duties as assigned.

Requirements

POSITION REQUIREMENTS:

High School Diploma and one year customer service or related experience.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential responsibility satisfactorily.

PHYSICAL DEMANDS:
Any physical demands or work conditions 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 with disabilities to perform the essential functions.

Fidelity Bank is an equal opportunity employer.

Skills for Personal Banker

The job skills required for Personal Banker include Customer Service, Responsibility, client relationship, Consumer Loans, Confidentiality etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.

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Career Path for Personal Banker

The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.

How to Become a Personal Banker

If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1 Understand the job description and responsibilities of a Personal Banker

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Step 2 Knowing the best tips for becoming a Personal Banker can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Step 3 View the best colleges and universities for Personal Banker

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