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1. PRIMARY FUNCTION
Retain and expand customer relationships, solicit new retail business from existing and prospective customers by offering bank products and services while maintaining service standards, transaction responsibilities, and providing sincere responsive customer service.
2. ESSENTIAL DUTIES AND RESPONSIBILITIES a. Greet customers and non-customers as they enter the bank. b. Assist customers in opening new DDA, traditional Savings, and Certificates of
Deposit (CDs) by explaining our products and services to help customer in making their choice. Communicate disclosure requirements and regulations to customers in accordance with regulatory guidelines; provide disclosures and brochures as needed. c. Follow procedures to avoid fraud. Determine eligibility of new accounts and whether to place holds on checks deposited to new accounts. Follow compliance procedures of reporting applicable transactions such as CTRs, SARs, and Reg CC holds. d. Contribute to the profitability and growth of the bank location by selling and cross- selling banking products and services. Work in a sales oriented environment through direct customer contact. Identify and respond to the needs of new and potential customer by listening and clarifying their needs. Make referrals to other Legend Bank departments as best meets the needs of the customer. Send thank you cards and make follow-up calls to all new accounts. e. Perform necessary account maintenance for customers as requested. Assist other
Personal Bankers in checking their daily work and maintaining files. f. Perform other functions as necessary to help our customers with their needs. May include notary services, providing account information, selling and maintaining safe deposit boxes, issuing debit cards, assisting with disputes, helping customer with account reconciliation and problem resolution. g. Responsible for providing passionate customer service while maintaining a high rate of accuracy and efficiency. Maintain a professional appearance in both dress and behavior. Mental concentration and attention to detail is necessary for tolerating frequent interruptions. Maintain the security and confidentiality of pertinent information and records. h. Develop and maintain proficiency with job related systems and equipment by attending bank training and reading related materials.
. KNOWLEDGE AND EXPERIENCE REQUIRED a. EDUCATION:
High school education or equivalent required b. LICENSES OR CERTIFICATIONS REQUIRED:
None c. RELATED WORK EXPERIENCE:
One (1) year customer service and/or sales experience, preferably with a bank or equivalent related products required; two (2) years preferred.
Job Type: Full-time
Benefits:
Experience level:
Schedule:
Application Question(s):
Experience:
Ability to Relocate:
Work Location: In person
Full Time
Banking
01/11/2024
05/08/2024
legendsbank.com
CLARKSVILLE, TN
100 - 200
1998
BILLY ATKINS
$10M - $50M
Banking
The job skills required for Personal Banker I include Products and Services, Customer Service, Customer Relationship, Cash Handling, Debit Card, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker I. 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 I. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Banker I positions, which can be used as a reference in future career path planning. As a Personal Banker I, it can be promoted into senior positions as a Private Banker II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker I. You can explore the career advancement for a Personal Banker I below and select your interested title to get hiring information.
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 an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
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Provides knowledge of financing, loans, and personal banking.
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A personal banker may refer his clients to other bank experts.
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Step 3: View the best colleges and universities for Personal Banker.