About This Role
The Personal Banker is the face of PrimeSouth Bank to its customers, responsible for delivering an exceptional customer experience. This role involves opening and servicing accounts, answering customer calls, and supporting tellers as needed, while also promoting bank products and services and referring new customers.
Responsibilities
- Assist customers with all aspects of opening and maintaining personal and business checking, savings, and time deposit accounts, including IRAs
- Provide other services as needed
- Process a variety of customer transactions accurately and efficiently, including deposits, withdrawals, cash advances, issuing bank checks and money orders, loan payments, IRAs, and check cashing
- Maintain up-to-date knowledge of all PrimeSouth Products and Services
- Set up new accounts and perform maintenance on appropriate system applications for all types of accounts
- Build relationships with customers to successfully cross-sell bank products and services
- Recognize and refer business leads to the appropriate business partners
- Provide excellent customer service to all customers (internal and external) and hold self and others accountable in creating a positive work environment
- Follow all bank policies and procedures and all regulatory requirements
- Ensure PB station is organized, clean, and stocked with necessary supplies
- Answer emails and phone calls coming into the branch
- Attend required meetings and training
- Be willing to travel and report to any of our local branches if necessary, whether temporary or permanent
- Work accurately and effectively within banking systems
Requirements
- High school diploma or high school equivalency diploma
- Minimum of two (2) years of banking experience
- Ability to operate bank software programs and standard office equipment
- Proficient typing skills
- Interpersonal skills necessary to relate to and empathize with others
- Honesty, integrity, and professionalism
- Excellent communication skills, both written and oral
- Ability to maintain a friendly, cheerful, and courteous demeanor throughout the workday
- Ability to multi-task in a high-traffic area of customer interaction and maintain a positive attitude at all times
- Knowledge of financial institution products and services
- Good oral and written communication skills
- Participate in ongoing training as required
- Be a team player
- Must be authorized to work in the United States
- Pass a drug test, credit history check, and criminal background check
