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Classic Bank N A
Giddings, TX | Full Time
$94k-125k (estimate)
3 Weeks Ago
Personal Banker
Classic Bank N A Giddings, TX
$94k-125k (estimate)
Full Time | Banking 3 Weeks Ago
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Classic Bank N A is Hiring a Personal Banker Near Giddings, TX

Job Title:

Personal Banker


Date:

April 2024


FLSA Status:

Non-Exempt, Hourly


Location:

Various Locations


Division:

Operations


Reports to:

Branch Manager and Area Branch Manager


Essential Job Duties

  • Consistently demonstrates professionalism and genuine courtesy behaviors with every customer interaction
  • Conducts themselves in a professional manner that fosters a positive work environment
  • Actively participates in one on ones with management and in group meetings
  • Supports all areas of the branch, other branches and the bank when needed
  • Assists customer needs in all channels including the teller line, branch lobby, online, email, by mail and by phone
  • Takes ownership of and helps resolve all customer issues and complaints
  • Proactively engages customers in comprehensive financial conversations and introduces products and services to meet their needs.
  • Assists customers in opening deposit accounts, safe deposit boxes and IRAs according to company procedures
  • Responsible for closing accounts, initiating wire transfer requests, issuing and replacing debit cards, ordering checks, assisting with fraud disputes, helping customers with online and mobile banking and various other account maintenance requests.
  • Timely clears any account exceptions
  • Performs bank teller functions including cashing checks, making deposits and withdrawals, accepting loan payments, processing night drop and mail deposits, handling commercial currency exchanges and issuing cashier’s checks, money orders and temporary checks
  • Assists with ordering branch currency, processing branch currency shipments and balancing vaults, devices, coin machines and teller drawers
  • Follows all bank policies and procedures and complies with all applicable laws and regulations
  • Opens and closes bank branch according to security procedures
  • Other duties and responsibilities as assigned


Knowledge, Skills, and Abilities

  • Knowledge of the Internet and Microsoft software, including Excel, Word, and Outlook
  • Detail oriented with strong organizational skills and sound judgment
  • Excellent communication skills to include listening, speaking, and writing in all situations
  • Ability to discern and effectively manage difficult or emotional customer situations; responding promptly to customer needs, while soliciting customer feedback to improve service
  • Ability to inspire the trust of others, while working confidentially, ethically, respectfully, and with integrity, regardless of cultural differences
  • Knowledge of safety and security procedures, reporting potentially unsafe conditions quickly

Education and/or Experience

  • High school diploma or general education degree (GED)
  • Customer Service, Teller, and previous banking experience preferred

Working Conditions

  • May be required to either sit or stand for long periods of time
  • May occasionally lift up to 25 pounds

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.


NOTE:
All statements reflect the general components considered necessary to describe the principal functions of the position as identified and shall not be considered as a detailed description of all the requirements that may be inherent in the position. Since it is difficult to identify all essential functions of a position because of changes in the workplace, the facility will review this Job Description periodically to ensure it is accurate and up to date.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$94k-125k (estimate)

POST DATE

04/24/2024

EXPIRATION DATE

06/23/2024

WEBSITE

classic.bank

HEADQUARTERS

CAMERON, TX

SIZE

50 - 100

FOUNDED

1889

CEO

RICHARD EARL WILLIAMS JR

REVENUE

$10M - $50M

INDUSTRY

Banking

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If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

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Provides knowledge of financing, loans, and personal banking.

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A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

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