6 Personal Banker I Jobs in Vero Beach, FL
Marine Bank & Trust is Hiring a Personal Banker I Near Vero Beach, FL
At Marine Bank and Trust, we are looking for people who want more than a job-who want to make a positive difference in the communities where we live and serve.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
- Provide exceptional customer service promptly and efficiently processing customer transactions, opening and servicing of new and existing accounts, addressing inquiries, and problem resolution, in accordance with bank policies
- Promote and advise on the bank's products and services
- Prepare individual daily balance of teller cash transactions as well as other reports as necessary
- Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude
- Maintain a position of trust and responsibility by keeping all customer business confidential
- Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. Must comply with BSA/AML/OFAC and CIP regulations and guidelines
- One – three years of experience or commensurate training in retail activities, including sales and cash handling
- High school diploma or equivalent
- Knowledge of retail banking product philosophy, policy, procedures, documentation and systems
- Customer service and interpersonal skills
- Effective selling, cross-selling and referral skills
- Mathematical, problem-solving, and negotiation skills
- Effective verbal and written communication skills
- Strong interpersonal & relationship building skills
- Previous experience in a financial sales representative oriented role
Job Summary
Full Time
Banking
$63k-89k (estimate)
04/14/2023
06/11/2024
marinebk.com
CARTHAGE, IL
25 - 50
1920
Private
JERRY BARTEL
<$5M
Banking
Related Companies
The job skills required for Personal Banker I include Products and Services, Customer Service, Financial Services, Retail Banking, Building Relationships, Cash Handling, 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.
12/13/2021: Salt Lake City, UT
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.
12/09/2021: Pocatello, ID
Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
02/14/2022: Macon, GA
The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
01/16/2022: Nassau, NY
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.
02/14/2022: Saint Paul, MN
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.
12/08/2021: Lima, OH
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.
01/03/2022: Appleton, WI
Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
01/01/2022: Memphis, TN
Provides knowledge of financing, loans, and personal banking.
01/23/2022: Youngstown, OH
A personal banker may refer his clients to other bank experts.
03/04/2022: Fayetteville, NC
Step 3: View the best colleges and universities for Personal Banker.
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