Personal Banker

About This Role

Providing an exceptional client experience is at the heart of this Personal Banker role, which focuses on expanding existing relationships and acquiring new clients. The role involves identifying client needs, offering suitable products and services, and referring clients to appropriate business partners within the bank. It also includes originating consumer lending opportunities and supporting Client Service Specialists with teller functions when needed.

Responsibilities

• Deliver exceptional client experience by adhering to Breakthrough Client Experience Standards
• Acquire new and expand existing client relationships by identifying needs and offering appropriate products and services
• Refer clients to appropriate business partners within the bank when needed
• Uncover and originate consumer lending opportunities
• Provide excellent client service by providing immediate acknowledgement and responding to inquiries in a timely manner
• Engage clients and prospects in client financial reviews and business financial reviews to provide solutions and uncover additional financial needs
• Make recommendations and follow through on commitments to clients
• Maintain direct contact with external and internal clients and consistently provide proactive solutions and problem resolutions
• Open Consumer and Business accounts for existing and new clients
• Act as a resource to Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed
• Support the branch goal of identifying and referring a wide range of bank products and services to appropriate internal business partners
• Resolve client issues and requests, exhibiting strong follow-through
• Build familiarity with business, consumer, and trust entities

Requirements

• High School Diploma or GED, required
• Basic knowledge of consumer banking and business products and services offered
• Ability and desire to actively develop consumer lending skills
• Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations
• Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers

Nice to have:

• 1 year of Teller or other banking experience
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS)

Benefits

• Competitive Incentive Plan
• Professional Development through tailored premier banker programs
• Clear career growth paths