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Personal Banker (Float)
Shore United Bank Annapolis, MD
$71k-103k (estimate)
Full Time | Banking Just Posted
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Shore United Bank is Hiring a Personal Banker (Float) Near Annapolis, MD

Shore United Bank is seeking a full-time Personal Banker (Float) to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances. They understand the banking industry and have detailed knowledge of different investment and savings products available to clients. The Personal Banker's responsibilities include working closely with clients to determine their banking needs and to provide individualized service by providing tailored banking solutions. The Personal Banker must successfully build and maintain long-term relationships with clients and be able to resolve issues regarding client accounts, effectively and efficiently, to ensure maximum client satisfaction.

What does "float" mean? Your work location will vary based on needs in the region. This provides the opportunity to support multiple communities while serving as the go-to support for clients. This position will rotate between branches in Anne Arundel County, Maryland: Annapolis, Crofton, Severna Park, Glen Burnie, and Edgewater, with a home base of Annapolis. Milage reimbursement is included.

Essential Functions Include:

  • Aid customers in opening, managing, and optimizing their bank accounts and other products.
  • Ensure and maintain excellence in front-line coverage to greet and assist walk-in customers and cover the phones.
  • Work closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, and Branch Lenders.
  • Provide loan processing for customers based on loan authority established by Loan Policy; take applications and handle routine inquiries concerning loans, rates, and payment schedules.
  • Work on Teller line as needed.
  • Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
  • Maintains the highest level of confidentiality with all information obtained
  • Train employees on beneficial customer conversations to help the employee meet the customer's financial needs, i.e. referral training, cross-selling, needs conversations, etc.
  • Perform customer requests including but not limited to check orders, issuing debit cards, address changes, changing of business signers, fraud disputes, and safe deposit box entry.
  • Open new consumer and business accounts including CD's, IRA's, and safe deposit boxes.
  • Provide superior customer service through conversation to identify additional client needs, in-person and over the phone.
  • Maintains the highest level of confidentiality with all information obtained.
  • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.

Position Type/Expected Hours of Work:

  • Full-time (30 hours per week).
  • Non-exempt.
  • Days of Work: Monday-Saturday (Rotating Saturdays, closed Sundays).

Required Education and Experience:

  • High school diploma/GED equivalent.
  • 3 years' experience in banking with an understanding of consumer lending.

Compensation:

  • The pay range for this position is $20.00 to $25.00 hourly.
  • Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.


Company Benefits:

  • Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
  • Comprehensive benefits package including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability; and much more!
  • Paid parental leave
  • 401k savings plan with up to a 4% company match
  • Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
  • Opportunity for growth and advancement
  • Paid training program and continuous training sessions throughout the year on various topics
  • Generous paid time off and paid sick time
  • Community involvement opportunities

Shore United Bank is a full-service community bank with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect from a community bank. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you.

In addition to banking, we offer trust and wealth management services through Wye Financial & Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.

Shore United Bank: Good things are happening here. ®

Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$71k-103k (estimate)

POST DATE

05/13/2024

EXPIRATION DATE

07/11/2024

WEBSITE

shoreunitedbank.com

HEADQUARTERS

EASTON, MD

SIZE

200 - 500

FOUNDED

2002

CEO

SCOTT BEATTY

REVENUE

$50M - $200M

INDUSTRY

Banking

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About Shore United Bank

Wye Financial Partners, a division of Shore United Bank, offers comprehensive financial strategies and exceptional service tailored to meet the individual and business needs of our clients. We are built around the character of our people and committed to the success of our clients and our communities. Together, our team of experienced professionals are dedicated to helping our clients navigate toward their financial goals. IMPORTANT DISCLOSURES Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). In ... surance products are offered through LPL or its licensed affiliates. Shore United Bank and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, MI, NH, NJ, NY, NC, PA, RI, SC, SD, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced. More
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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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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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