Recent Searches

You haven't searched anything yet.

1 Personal Banker Job in Belleville, WI

SET JOB ALERT
Details...
The Bank of New Glarus
Belleville, WI | Full Time
$44k-56k (estimate)
7 Months Ago
Personal Banker
$44k-56k (estimate)
Full Time | Banking 7 Months Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

The Bank of New Glarus is Hiring a Personal Banker Near Belleville, WI

The Bank of New Glarus (BNG), an independent bank providing financial guidance and solutions, is seeking a Full-Time Personal Banker to add to our team at our Belleville location

Company Benefits: Medical, Dental, Vision, HRA, HSA, Flexible Spending Account, Life Insurance and AD&D, Short-Term Disability, Long-Term Disability, Voluntary Life, 401k, Profit Sharing Plan, PTO, Holiday Pay, Funeral Leave, and Jury Duty Paid Leave.

Work Schedule: Monday - Friday; 8:00am to 5:00pm & every other Saturday; 8:30am to 12:00pm

Position Duties/Essential Job Functions:

This position is responsible for opening new deposit accounts and maintaining existing deposit accounts services, paying and receiving activities, customer inquiries, and assisting with customer greeting and phone coverage. This individual is also accountable for meeting the customer’s needs by describing the benefits and features of the Bank's products and services to ensure maximum cross-selling and account retention relied upon to provide premium quality service to all customers for the products and services utilized. In addition, you will work with IRA/SEP accounts to include, yet not limited to, opening/closing, maintenance, compliance, and option types. This position will work in and with the safe deposit area and is responsible for debit/ATM card ordering.

Personal Bankers must have a solid understanding of the Bank’s core system which includes, but is not limited to, UFS Navigator and Integrated Teller System. Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally or informally, either verbally or in writing.

  • Sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business. Offer logical enhancements during the selling process and develop customer relationships. Send personal thank you on each account opened, and complete the 2-2-2 follow-up.
  • Be sales orientated while providing “premium quality service”.
  • Complete proper documentation for all deposit account relationships from opening to closing of an account, including making needed updates and changes.
  • Work closely with all Bank team members to ensure that we treat all customer inquiries, questions, and complaints with respect and prompt follow through.
  • Serve as branch’s primary for IRA/SEP retirement products and other deposit accounts with regards to the Bank’s processing systems, disbursements, compliance, and changes in the law or forms.
  • Maintain professional and community affiliations to increase the Bank’s visibility and new business opportunities and to further personal development.
  • Support teller and personal banking areas to ensure proper branch coverage at all times.

Expected Outcomes:

  • Identify opportunities to sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business and referring to the appropriate team member to complete the transaction.
  • Meet the Bank’s sales initiatives.
  • Treat all customer inquiries, questions, and complaints with respect and follow through. Maintain the Bank's goal to be accessible to the customer and always provide premium service.
  • Be a team player. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, co-workers, and managers.
  • Maintain a high level of ethical behavior within the banking profession.
  • Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA).

Qualifications:

  • Relevant 2-year degree from a technical college, high school diploma, or equivalent.
  • 3 years of related experience or training.
  • Must be able to solve practical problems and deal with a variety of concrete variables and situations where only limited standardization exists.
  • Must be able to interpret a variety of instructions furnished in written, oral, diagram or schedule form. As well as read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Must be able to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions, and decimals. Also complete rate, ratio, and percentages, and to create and interpret statistical information and graphs.
  • Proficient with a 10 Key Calculator, Keyboarding, Knowledge of Personal Computer and Wide Array of Software Applications.
  • Strong customer service skills and cash handling experience.
  • Demonstrated effective communication skills, cheerful demeanor, and selling/cross-selling abilities.

Essential Physical/Mental Requirements:

  • While performing the duties of this job, the employee is regularly required to sit for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee frequently is required to walk. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel and crouch. The employee must regularly lift and/or move up to ten pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus.

The above statements are intended to describe the general nature and level of work being performed by the person assigned to this position. This job description does not state or imply that the above are the only duties and responsibilities assigned to this position. Employees holding this position will be required to perform any other job-related duties as requested by the Company. All requirements are subject to modification at any time for any reason at the Company’s sole discretion.

Company Website: https://thebankofnewglarus.bank/

An Equal Opportunity Employer

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$44k-56k (estimate)

POST DATE

09/18/2022

EXPIRATION DATE

12/31/2022

WEBSITE

thebankofnewglarus.bank

HEADQUARTERS

NEW GLARUS, WI

SIZE

50 - 100

FOUNDED

1893

TYPE

Private

CEO

RONALD SCHAAF

REVENUE

$10M - $50M

INDUSTRY

Banking

Show more

The job skills required for Personal Banker include Products and Services, Customer Service, Effective Communication, ATM, Cash Handling, Life Insurance, 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.

For the skill of  Products and Services
tsbankinggroup
Full Time
$63k-77k (estimate)
Just Posted
For the skill of  Customer Service
Palmer Group
Full Time | Contractor
$37k-47k (estimate)
Just Posted
For the skill of  Effective Communication
Sacred Heart Catholic Cong
Full Time
$51k-79k (estimate)
3 Weeks Ago
Show more

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.

Wells Fargo
Full Time
$73k-104k (estimate)
1 Month Ago
Summit Logo
Full Time
$46k-58k (estimate)
0 Months Ago

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.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
Show more