Personal Banker

About This Role

The Personal Banker delivers exceptional client experiences by adhering to Breakthrough Client Experience Standards. They acquire new and expand existing client relationships by identifying needs, offering appropriate products and services, and referring clients to business partners within the Bank. This role also involves uncovering and originating consumer lending opportunities.

Responsibilities

• Deliver exceptional client experience by adhering to Breakthrough Client Experience Standards
• Acquire new and expand existing relationships with clients by asking questions to identify needs
• Offer 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, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner
• Engage clients and prospects in client financial review(s) 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 in alignment with the bank’s Breakthrough Client Service Standards
• Open Consumer and Business accounts for existing and new clients
• Act as a resource to the 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 the 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