What are the responsibilities and job description for the Personal Banking Officer position at 1st Summit Bank?
ESSENTIAL FUNCTIONS:
Attracts, advises, and serves existing and prospective customers:
- With every customer interaction, have in-depth conversations to help our customers achieve
- Provide extraordinary service to customers resulting in a full pipeline of referral
- Provides direct and immediate response to customer requests or needs.
- Develops a top customer calling list.
- Proactively completes and assigns calls through the Customer Relationship Management system to
- Build customer trust and loyalty which results in deeper customer relationships.
- Eager to expand branch with new clients, and businesses.
- Network and volunteer in the community.
- Develops and maintains a broad knowledge of products and services to appropriately support
- Accepts loan requests and oversees approval of consumer loans and is responsible for credit
- Strict adherence to bank security, Bank Secrecy Act, USA Patriot Act, and safeguarding customer
Collaborates with other internal business partners to provide customers with a full range of
financial solutions to meet their needs
o Wealth Management
o Electronic Banking
o Mortgage
o Business Relationship Manager
Directs human resources development as it pertains to office professionals:
o Trains and educates all office professionals.
o Conducts performance reviews and career path meetings with staff members.
o Conducts meetings to communicate information and policies from various Bank committees.
o Ensures staff is following proper procedures and guidelines set forth by the bank.
o Coaches to evaluate staff’s customer conversations and results.
Provides prompt, accurate, and efficient customer service by processing a wide array of
transactions:
o Opens new accounts.
o Proficient in electronic banking and digital product use and questions.
o Processes transaction on an as needed basis.
o Manages all aspects of the branch including staff, customers, and the building and grounds.
- Conducts or attends and participates in meetings to discuss and evaluate progress on meeting
o Daily 5 Minute Meetings.
o Weekly Relationship Building Conference Calls.
o Weekly Branch Based Sales Meetings.
o Monthly Employee Relations Meetings.
o Retail Banking Group.
Performs other duties as assigned or directed.
- Excellent verbal and written communication skills.
- Exceptional organizational skills and strong attention to detail.
- Supervisory training and expertise, leadership and interpersonal skills required.
- Supervises Relationship Center Staff
- 3 years’ banking experience including supervisory responsibilities required.
- 1-3 years management experience in sales/business related field preferred.
- Bachelor's degree preferred.
- Ability to concentrate and perform responsibilities by maintaining a constant state of focus and
- Ability to lift up to 25 pounds (i.e., heavy boxes or coins).
- Ability to communicate in person, through email or via telephone with customers and staff
- Ability to sit or stand for an extended period.
- Specific vision abilities required by this job may include close vision and the ability to
- Reasonable accommodations may be made to enable individuals with disabilities to perform the
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Salary : $43,219 - $76,544