Personal Banker- T Part-Time

We are currently searching for the right person to join our team as a Personal Banker- T. The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers.

Our Company’s culture supports customers in achieving their financial goals and dreams. The Personal Banker is able to help contribute to this by:

Job Duties:

This position will train in Teller duties first and then train in opening new accounts. Below are the duties of each position.

Teller

• Handle cash transactions and make appropriate decisions regarding negotiable instrument transactions, including verify cash and endorsements, receive proper identification and ensure validity, and identify counterfeit currency.

• Balance ATMs and all cash on hand, drawer activities and totals on a daily basis. Ensure all cash and coin is secured in accordance with bank policy when not in use.

• Consolidate and balance daily transactions.

• Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier’s checks

Personal Banker

• Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs

• Taking ownership of the customer experience including on-boarding and resolving service issues

• Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank

• Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs

• Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer’s financial priorities

Combined

• Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies

• Complying with privacy policies and procedures to maintain customer confidentiality and information protection

• Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures

• Completing and passing all required regulatory compliance training as assigned

• Perform any additional duties and tasks assigned by management

Qualifications & Skills:

• Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives

• Excellent communication skills that build customer relationships based on trust

• Strong critical thinking and problem-solving skills to meet our customer's needs

• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change

• Ability to collaborate with others to achieve shared goals

• Proficient in Microsoft Office

• Ability to work the following hours: Monday-Friday from 11am-6pm

Education, Experience & Licenses:

• High school degree or higher- Required

• Minimum of six months’ previous banking experience- preferred

• Minimum of six months’ cash handling and customer service experience- required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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