Personal Banker

Midwest Heritage Bank

Job Title : Personal Banker

Department: Banking

FLSA: Non-Exemp t

General Function

Originates consumer loans, opens all types of deposit acc ounts , and assists with maintenance as ne eded . Looks for opportunities to refer customers to the insurance and investment divisions . Will actively p articipate with community organizations and projects.

Core Competencies

• Customer Service

• Sales

• Communication

• Organization

• Attention to Detail

Reporting Relations

Accountable and Reports to: Assistant Bank Manager

Positions that Report to you: None

Primary Duties and Responsibilities:

• Provides friendly, efficient, and accurate assistance to internal and external customers

• Focuses on proactive behaviors to build new relationships

• Maintains knowledge of all products and services

• Leverage Salesforce to manage new and existing relationships

• Provides backup to teller line

• Reports to work when scheduled and on time

Secondary Duties and Responsibilities:

• Performs other job-related duties and special projects as required .

Knowledge, Skills, Abilities, and Worker Characteristics:

• Commitment to the Midwest Heritage mission and willingness to promote the values of the organization.

• Strong organizational and time management skills with the ability to prioritize multiple tasks and meet deadlines.

• Proficient computer skills. Microsoft Office preferred (Outlook, Power Point, Excel and Word) .

• Good verbal and written communication skills.

• Strong interpersonal skills; ability to relate to and interact with people in a friendly, professional manner.

• Strong detail orientation including the ability to review forms for accuracy and completeness.

Education and Experience:

• High School diploma or equivalent.

• Experience with new account and consumer loans is helpful.

Physical Requirements:

• This position is classified sedentary/light and requires the ability to sit for long periods of time.

• Visual requirements include: ability to see detail at near range with or without correction.

• Must be able to perform the following physical activities: sitting for long periods , talking (in person and by telephone), hearing and repetitive motions.

Working Conditions:

• The duties of this position are normally performed in a general office setting. This is a fast paced work environment .

• There is frequent pressure to meet deadlines and handle multiple projects in a day.

Equipment Used to Perform Job:

Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, and printer.

Contacts:

This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.

Confidentiality:

This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.