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Personal Banker
$20-22 (estimate)
Full Time | Banking 1 Day Ago
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First Northern Bank is Hiring a Personal Banker Near Winters, CA

Job Details

Job Location

Winters Branch - Winters, CA

Job Category

Banking

We’re looking for a Personal Banker to join our team! As a Personal Banker, you’ll be responsible for delivering the highest quality of service to our customers by assessing their needs. You’ll have the chance to put People First, show Absolute Integrity, all with a Zest for Excellence!

Responsibilities Include

  • Offer superior service to our customers through prompt, efficient, courteous, and professional interactions. Refers customers to appropriate person or department as needed
  • Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
  • Supports branch cash responsibilities such as shipment, balancing and reconciliation
  • Resolves customer complaints and concerns. Properly escalates concerns to supervisor and reports complaints as needed
  • Process debit card requests, complete stop payments and check holds for new and existing customers.
  • Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer’s overdraft option request and document information on our core system
  • Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank’s policies and procedures
  • Partner with branch leadership to maintain operational integrity while mitigating risk for the Bank and customers, per the standards of the Bank
  • Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
  • Be a resource to train new and existing employees as needed
  • Open and service Retail, Business, trusts, CD and IRA accounts for new and existing customers.
  • Answers business account inquiries without assistance
  • Assists with approvals within assigned limits
  • Meets established sales goals / referrals

What You’ll Need to be Successful

  • Accuracy and Thoroughness – strong attention to detail
  • Communication – excellent verbal, written and interpersonal communication skills
  • Customer Service – manage difficult or emotional customer situations; respond promptly to customer needs
  • Initiative – eagerness to learn and a drive for continuous improvement
  • Professionalism – ability to be professional and empathetic in all interactions
  • Teamwork – maintain a positive working relationship with your team members
  • Adaptability – willing and able to be flexible and adapt to changing job requirements

Qualifications

  • High School Diploma/GED
  • Minimum 1 year of prior experience in financial services with experience in cross-sales/new accounts required
  • Proficient in all Microsoft Office suite of products
  • Eagerness to learn and a drive for continuous improvement.
  • Excellent verbal, written and interpersonal communication skills
  • Ability to be professional and empathetic in all interactions.
  • Willing and able to be flexible and adapt to changing job requirements.
  • Technically savvy with PCs and email systems.

Why You Should Apply

  • Full-time position with excellent compensation and benefits package
  • Generous time off programs
  • Bonus program
  • Profit-sharing
  • Discounted stock purchase program
  • Excellent growth and development opportunities
  • And much more!

Pay Range (Hourly): $20.00-$22.00/hour

The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.

First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.

The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

POST DATE

05/13/2024

EXPIRATION DATE

07/11/2024

WEBSITE

thatsmybank.com

HEADQUARTERS

DAVIS, CA

SIZE

200 - 500

FOUNDED

1910

TYPE

Public

CEO

KURT HOUSTON

REVENUE

$10M - $50M

INDUSTRY

Banking

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The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.

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.

12/13/2021: Salt Lake City, UT

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.

12/09/2021: Pocatello, ID

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

02/14/2022: Macon, GA

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

01/16/2022: Nassau, NY

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.

02/14/2022: Saint Paul, MN

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.

12/08/2021: Lima, OH

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.

01/03/2022: Appleton, WI

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

01/01/2022: Memphis, TN

Provides knowledge of financing, loans, and personal banking.

01/23/2022: Youngstown, OH

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

03/04/2022: Fayetteville, NC

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

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College