Personal Banker I

1. PRIMARY FUNCTION

Retain and expand customer relationships, solicit new retail business from existing and prospective customers by offering bank products and services while maintaining service standards, transaction responsibilities, and providing sincere responsive customer service.

2. ESSENTIAL DUTIES AND RESPONSIBILITIES a. Greet customers and non-customers as they enter the bank. b. Assist customers in opening new DDA, traditional Savings, and Certificates of

Deposit (CDs) by explaining our products and services to help customer in making their choice. Communicate disclosure requirements and regulations to customers in accordance with regulatory guidelines; provide disclosures and brochures as needed. c. Follow procedures to avoid fraud. Determine eligibility of new accounts and whether to place holds on checks deposited to new accounts. Follow compliance procedures of reporting applicable transactions such as CTRs, SARs, and Reg CC holds. d. Contribute to the profitability and growth of the bank location by selling and cross- selling banking products and services. Work in a sales oriented environment through direct customer contact. Identify and respond to the needs of new and potential customer by listening and clarifying their needs. Make referrals to other Legend Bank departments as best meets the needs of the customer. Send thank you cards and make follow-up calls to all new accounts. e. Perform necessary account maintenance for customers as requested. Assist other

Personal Bankers in checking their daily work and maintaining files. f. Perform other functions as necessary to help our customers with their needs. May include notary services, providing account information, selling and maintaining safe deposit boxes, issuing debit cards, assisting with disputes, helping customer with account reconciliation and problem resolution. g. Responsible for providing passionate customer service while maintaining a high rate of accuracy and efficiency. Maintain a professional appearance in both dress and behavior. Mental concentration and attention to detail is necessary for tolerating frequent interruptions. Maintain the security and confidentiality of pertinent information and records. h. Develop and maintain proficiency with job related systems and equipment by attending bank training and reading related materials.

. KNOWLEDGE AND EXPERIENCE REQUIRED a. EDUCATION:

High school education or equivalent required b. LICENSES OR CERTIFICATIONS REQUIRED:

None c. RELATED WORK EXPERIENCE:

One (1) year customer service and/or sales experience, preferably with a bank or equivalent related products required; two (2) years preferred.

Legend Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Member FDIC

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) 6% Match
• Dental insurance
• Employee stock ownership plan
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• What is your salary expectation for the role?

Experience:

• Cash handling: 1 year (Required)
• Banking: 1 year (Required)
• Customer service: 1 year (Preferred)

Work Location: In person