What are the responsibilities and job description for the Personal Banker position at Westbury Bank?
IN ORDER TO BE CONSIDERED FOR THIS OPPORTUNITY, YOU MUST APPLY THROUGH THE CAREERS PAGE ON OUR WEBSITE AT: https://westburybankwi.com/careers.html
Westbury Bank is currently looking for a highly motivated Personal Banker for our Slinger branch. A Personal Banker will provide customers with high level customer service by performing all responsibilities in an accurate, efficient, and friendly manner. This individual will provide professional service while actively seeking out sales opportunities, cross-selling services to new and existing customers, and consistently meeting sales goals. This position requires a thorough understanding of policies, procedures and regulations pertaining to banking, great customer service skills, and the ability to identify and recognize customer needs and opportunities. You must have prior banking and successful sales experience.
Job Responsibilities
- Provide exceptional customer service through all interactions with both prospective and existing customers.
- Consistently meets or exceeds goals through generating appointments, outbound calling, sourcing referrals from new and existing customers, and community networking.
- Builds and maintains loyal customer relationships through identifying current and future needs, consistent follow up, and providing mutually beneficial solutions.
- Provide consultative service resulting in opening accounts, accepting loan applications, and completing loan closings.
- Work closely with the Branch Manager and the Branch Operations Manager to support and cultivate a sales culture among the Tellers.
- Answer questions and resolve issues regarding account features, set-up, maintenance, etc.
- Maintain a level of professionalism that is always consistent with Westbury Bank’s vision and mission.
- Maintain a thorough understanding of Westbury Bank’s and monitor our competitors’ products to provide consultative services to new and existing customers.
- Completes and submits thorough and accurate documentation.
- Adhere to operational policies, procedures, and applicable regulations.
- Maintain the highest level of confidentiality regarding customer information.
- Participate in community activities that help support Westbury Bank’s community involvement.
Qualifications/Experience
Education: High school diploma or equivalent required.
Experience:
- Prior banking industry experience is required.
- Prior customer service experience is required.
- Prior sales experience is strongly preferred.
Skills:
- Excellent communication skills.
- Excellent problem solving and critical thinking skills.
- Proficient in basic math skills.
- Ability to recognize customer needs and opportunity for referrals.
- Understanding of banking regulatory matters and procedures for proper operation.
- Ability to perform various banking procedures and operations.
- Ability to remain professional and composed under pressure.
- Proficient with Microsoft Office Suite or similar software programs.
Physical Requirements:
- Prolonged periods sitting and working on a computer.
- Must be able to lift up to 15 pounds at times.
Employee Benefits
Westbury Bank offers a comprehensive and high-quality benefits package to support you throughout your career. Our offerings include:
· Medical, Dental, & Vision Insurance
· Life Insurance
· Short & Long Term Disability Insurance
· Paid Time Off
· Paid Holidays
· 401(k) with competitive company match
Westbury Bank is an Equal Opportunity Employer
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Work Location: In person