What are the responsibilities and job description for the Personal Banker I position at Fidelity Co-Operative Bank?
SUMMARY:
Our Personal Bankers play a key role in allowing our valued clients to see LifeDesign in action. By delivering outstanding, caring service, our Personal Bankers demonstrate our commitment to help clients get where they want to be. Our Personal Bankers provide the highest level of customer service in a positive, courteous, and enthusiastic manner to all employees, clients, and the community.
ESSENTIAL JOB FUNCTIONS/ RESPONSIBILITIES:
- Maintains a superior knowledge of all Bank products and services
- Maintains knowledge of client facing digital technologies
- Demonstrates our LifeDesign approach to banking with colleagues, clients and in the community
- Team player and supports the goals of the banking center with proactive activities
- Achieves individual sales/referral goals
- Responds to all client questions, problems, and concerns in accordance with predetermined SLAs
- Provides a high level of customer service and uses our Care Process
- Utilizes the client’s relationship profile, each and every time, to uncover additional needs.
- Opens new consumer and business accounts, following our Life Design sales process
- Takes all consumer loans within scope of their authority
- Processes all teller transactions efficiently and accurately
- Adheres to bank operating policies and procedures
- Promotes mortgage, consumer, and commercial loan activities.
- Balances teller drawer daily and adheres to our Teller Accuracy Standards Policy
- Ensures confidentiality of customer information
- Ensures the security of the banking center and follows all security policies and procedures.
- Conducts outbound phone calls to our clients to deepen relationships
- Performs other duties as assigned.
QUALIFICATIONS:
KNOWLEDGE, SKILLS & ABILITIES:
- High School Diploma and a minimum of one year of customer service ore related experience.
- Proven customer service, written and verbal communication skills.
- Ability to prioritize and multi-task.
- Good understanding of online navigation, digital bank services and applications
- Proven ability to learn and use multiple computer programs, including Microsoft Word, Excel, the internet, and Microsoft outlook.
- Must have cyber security awareness to protect the digital environment, the Bank, and customers.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
