Description

Personal Banker II JOB SUMMARY : The Personal Banker II is responsible for consistently exhibiting an excellent first impression to all customers and guests of the bank as the primary point of contact.

Maintains strong customer relationships while meeting customers' needs, handling customer transactions. Personal Banker II ESSENTIAL FUNCTIONS (RESPONSIBILITIES) : * Performs excellent customer service when meeting customers and potential customer's needs and assisting all patrons of the bank to leave a positive impact with each encounter.

• Greets customers and facilitates a welcoming and customer-focused environment.* Builds and maintains relationships with customers to help identify financial products and services that meet their personal and business needs.
• Assists customers' accounts with selection of all financial services including online banking, BillPay, E-statements, mobile and ATM deposit capabilities.
• Processes customer transactions efficiently and accurately in a fast-paced environment.* Balances and settles cash drawer in conjunction with proofing transactions.
• Resolves customer issues and inquiries.* Ensures compliance with all bank policies and procedures, state and federal banking regulations, internal security procedures and policies.
• Maintains knowledge of all Gateway First Bank deposit and lending products, and services.* Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department.

Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA / AML, OFAC and GLBA / privacy rules.

Performs related responsibilities as required or assigned.

Requirements

Personal Banker II REQUIRED QUALIFICATIONS : Knowledge / Skills / Abilities

• Thorough knowledge of bank products and services.
• Thorough knowledge of retail banking policies, procedures, and practices.
• Excellent interpersonal skills.
• Excellent communications skills.
• Proficient in MS Office applications.
• Ability to remain friendly, outgoing, confident, assertive and enthusiastic in fast paced environment.
• Exemplifies the Gateway Values : Stay Growth Oriented, Make a Difference, "Get it Done" Attitude, Be a Team Player, Do the Right Thing.

Equivalent Education / Experience

• High school diploma or equivalent.
• Sales or banking operational experience preferred. Personal Banker II SPECIAL JOB DIMENSIONS : Must be flexible and able to work additional hours when needed.

Attendance and punctuality are an essential function of the job. Maintains highly sensitive or confidential information.

NOTE : The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed.

They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day.

Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.

Last updated : 2024-04-26