Personal Banker
Johnson Financial Group - Burlington, WI

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The Personal Banker is responsible for performing intermediate duties and support related to financial services as well as branch operational activities in a client intimate environment.

KEY RESPONSIBILITIES

Advising clients in their selection of various accounts and financial services.

Cross-selling the Bank’s products and services and expanding existing client relationships.

Processing new account transactions.

Opening, maintaining and closing of all account types.

Promoting business for the Bank by maintaining exceptional client relations and referring clients to the appropriate area for new services.

Completes work with a high level of accuracy and in a timely manner; assuring compliance with all applicable Bank policies and procedures, as well as, all applicable state and federal banking regulations.

The Personal Banker is expected to have working knowledge and understanding in the areas of teller, vault, safe deposit, and discussing and accepting loan and credit applications.

This position also provides leadership, training and support to less experienced branch staff.

Required Skills

Requires high school diploma or equivalent. Personal Banker experience is necessary. Must possess superior client servicing skills and a thorough knowledge of bank services and negotiable instruments.

Must exhibit strong referral/sales skills and act as an advisor to our clients, using the PLAN and other tools available. Work requires individual to exercise ingenuity, to analyze situations and apply judgment required to make decisions.

Ability to operate in a team atmosphere and contribute to success of branch necessary. Energy, enthusiasm, and a sincere desire to assist in meeting client needs will contribute to success.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act of 2008.

Required Experience

Johnson Financial group - 19 months ago - save job - block
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About this company
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We also offer our personal and commercial customers: Automated banking services Personalized, complementary financial planning