Personal Banker

About This Role

The Personal Banker plays a crucial role in supporting the company’s core values by providing an exceptional client experience. This position involves originating consumer loans, generating new deposit account sales, and promoting the financial institution's services within the community.

Responsibilities

• Generate new loan volume by soliciting new business relationships and deepening existing client relationships.
• Inform prospective loan clients of the financial institution’s underwriting guidelines and applicable government regulations.
• Generate new deposit and fee income volume by soliciting new business relationships and deepening existing client relationships.
• Cross-sell and refer other bank products and services, including Wealth Management, Treasury Management, Merchant Services, Commercial, and Private Banking.
• Recommend the best bank products to clients using the Service Excellence Process.
• Actively participate in local business and community activities to maintain close contact with retail and commercial clients and prospects.
• Schedule appointments weekly and manage the pipeline to ensure consistent growth each month.
• Collaborate with the Branch Manager on various promotions and establish goals.
• Ensure compliance with regulatory requirements and clear exceptions timely.
• Process loan requests based on financial institution policies and communicate terms to clients.

Requirements

• High School diploma or GED required.
• Prefer an associate degree or higher in a related field.
• Prefer 3-5 years' experience in a related position in a financial institution.

Benefits

• Medical, Dental, Vision Insurance
• Employee Stock Ownership Plan (with company match)
• Paid Time Off (in addition to 10 paid holidays, 1 floating holiday, & birthday)
• Tuition Reimbursement
• And more!

Important Details

• Application deadline: Not specified

Application Process

• It is encouraged that all applicants attach a resume when applying.

About the Company

The Union Bank Company is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities, which includes reasonable accommodation of otherwise qualified disabled applicants and employees.