What are the responsibilities and job description for the Personal Banker position at Lake Ridge Bank?
JOB REQUIREMENTS: Description: Purpose of Position: A Personal Banker is
responsible for delivering a premier client experience that is second to
none by helping out our clients with just about all of their
consumer/retail banking needs! The Personal Banker will provide new and
existing clients with resources and solutions to serve all their
financial needs and will work to grow relationships that are mutually
beneficial for the client and bank. The primary responsibility for this
position will be to develop and nurture client relationships. ESSENTIAL
RESPONSIBILITIES Bankers Are Expected To Achieve Full Banking
relationships with clients. Therefore, being very familiar with ALL that
Lake Ridge Bank has to offer is paramount to success in addition to
maintaining expertise of all deposit and consumer loan products and
services. Resolve client needs/problems/issues and provide high quality
personalized service. Actively sell deposit and consumer loan products
and services by utilizing effective sales skills including listening,
being persuasive and building confidence and trust with clients and
potential clients. Open deposit accounts for clients including but not
limited to checking, savings, CDs as well as properly completing all
account paperwork. Process transactions such as cashing checks, account
withdrawals, deposits, loan payments, etc. while properly balancing and
maintaining a cash drawer. Follow through with onboarding new
clients/new accounts. Promote and maintain positive relations with all
internal and external contacts, clients and potential clients. Meet
established benchmarks for individual, office, and department. Actively
participate in sales, office and staff meetings. Maintain
confidentiality of client information at all times. Participates in
community involvement/bank activities. Performs all other duties as
Assigned OTHER RESPONSIBILITIES Complete All Annual Bank Security And
compliance training. Adhere to Bank Security guidelines as required for
this position. Always maintain confidentiality of client information
Stay current on all compliance regulations. Requirements: Associates
Degree in a related field and/or 2 years equivalent work experience in a
client services/sales environment. Exceptional interpersonal and
communication skills to be able to interact and communicate with a
diverse group of clients. Ability to work a full-time, 40-hour schedule
with flexibility between 7:45 AM and 5:30 PM, Monday through Friday.
Availability to work Saturday rotations between 9:00 AM and 12:00 PM.
Demonstrated problem solving skills with the ability to make good
decisions. Flexibility with the ability to adapt to an ever-changing
work environment. Willingness and ability to participate in community
functions where the office is involved. Ability to represent the
organization in a professional, positive manner. Proven sales ability.
Lake Ridge Bank values a diverse workforce and is an Affirmative
Action/Equal Opportunity Employer. Consistent with Lake Ridge Bank\'s
commitment to employ and advance qualified individuals with
disabilities, Lake Ridge Bank provides reasonable accommodation to apply
for or perform a job. Some examples of reasonable accommodation include
alternate methods to apply, providing documents in an alternate format,
altering work procedures, specialized equipment or use of an
interpreter. If an individual needs reasonable accommodations to apply
or perform a job here at Lake Ridge Bank, please contact Human Resources
at (608) 849-2700 or email us. PI286881678 \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online:
https://www.click2apply.net/WRVM6dI7QrxGaCEOPhdB1L
responsible for delivering a premier client experience that is second to
none by helping out our clients with just about all of their
consumer/retail banking needs! The Personal Banker will provide new and
existing clients with resources and solutions to serve all their
financial needs and will work to grow relationships that are mutually
beneficial for the client and bank. The primary responsibility for this
position will be to develop and nurture client relationships. ESSENTIAL
RESPONSIBILITIES Bankers Are Expected To Achieve Full Banking
relationships with clients. Therefore, being very familiar with ALL that
Lake Ridge Bank has to offer is paramount to success in addition to
maintaining expertise of all deposit and consumer loan products and
services. Resolve client needs/problems/issues and provide high quality
personalized service. Actively sell deposit and consumer loan products
and services by utilizing effective sales skills including listening,
being persuasive and building confidence and trust with clients and
potential clients. Open deposit accounts for clients including but not
limited to checking, savings, CDs as well as properly completing all
account paperwork. Process transactions such as cashing checks, account
withdrawals, deposits, loan payments, etc. while properly balancing and
maintaining a cash drawer. Follow through with onboarding new
clients/new accounts. Promote and maintain positive relations with all
internal and external contacts, clients and potential clients. Meet
established benchmarks for individual, office, and department. Actively
participate in sales, office and staff meetings. Maintain
confidentiality of client information at all times. Participates in
community involvement/bank activities. Performs all other duties as
Assigned OTHER RESPONSIBILITIES Complete All Annual Bank Security And
compliance training. Adhere to Bank Security guidelines as required for
this position. Always maintain confidentiality of client information
Stay current on all compliance regulations. Requirements: Associates
Degree in a related field and/or 2 years equivalent work experience in a
client services/sales environment. Exceptional interpersonal and
communication skills to be able to interact and communicate with a
diverse group of clients. Ability to work a full-time, 40-hour schedule
with flexibility between 7:45 AM and 5:30 PM, Monday through Friday.
Availability to work Saturday rotations between 9:00 AM and 12:00 PM.
Demonstrated problem solving skills with the ability to make good
decisions. Flexibility with the ability to adapt to an ever-changing
work environment. Willingness and ability to participate in community
functions where the office is involved. Ability to represent the
organization in a professional, positive manner. Proven sales ability.
Lake Ridge Bank values a diverse workforce and is an Affirmative
Action/Equal Opportunity Employer. Consistent with Lake Ridge Bank\'s
commitment to employ and advance qualified individuals with
disabilities, Lake Ridge Bank provides reasonable accommodation to apply
for or perform a job. Some examples of reasonable accommodation include
alternate methods to apply, providing documents in an alternate format,
altering work procedures, specialized equipment or use of an
interpreter. If an individual needs reasonable accommodations to apply
or perform a job here at Lake Ridge Bank, please contact Human Resources
at (608) 849-2700 or email us. PI286881678 \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online:
https://www.click2apply.net/WRVM6dI7QrxGaCEOPhdB1L