The primary purpose of the Personal Banker is to effectively contribute to the sales and operations of the branch, while delivering exceptional customer service. Such duties include sales presentations to current and prospective customers, running transactions, processing paperwork, and the opening of accounts. The Personal Banker will supervise and lead a branch when covering for staff shortages.
Essential Duties and Responsibilities
This list of duties and responsibilities is not intended to be a complete list of all the duties and responsibilities performed by incumbents. Duties, responsibilities and expectations may be added, deleted or modified at any time at the discretion of the supervisor.
Perform bank transactions accurately and professionally.
Assist customers with withdrawals, deposits, open new accounts, etc.
Prepare paper work and other materials for new accounts.
Follow proper dual control expectations.
Conduct Teller drawer, ATM and Vault Balancing.
Provide outstanding customer service to all bank customers.
Represent the bank in a courteous and professional manner.
Answer phone calls that are received by the branch.
Deliver prompt, efficient, and accurate service.
Work with the customers to solve any complaints.
Make effective decisions when processing exceptions for customers.
Achieve and exceed company set sales goals by selling bank products and services.
Cross Sell alternative accounts to current customers.
Follow up on any prospective customer leads.
Reach individual goal as well as help coworkers reach branch goal.
Lead in sales by setting a positive example.
Open new accounts by reaching out to prospective customers.
Track new accounts opened and prospective sales leads.
Go into the aisle of the store and talk with prospective customers about the products and services that are offered.
Take part in promotions offered by Best Bank.
Visit local businesses off site and inform them of the products and services that are offered.
Responsible for security and the maintenance of proper cash requirements in their teller drawer.
Ensure compliance with appropriate bank, regulatory and legal requirements.
Participate in various trainings offered by the company to enhance skills and knowledge.
Learn the new products and services that are being offered by Best Bank.
Work on problem solving skills to better assist customers in a professional way.
Enhance sales techniques and generate new approaches.
Assume responsibility in absence of the Branch Manager and Assistant Branch Manager.
Other duties and tasks as assigned.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made tenable individuals with disabilities to perform the essential functions.
This individual must have a minimum of 1 year of retail sales experience and possess a sales-oriented, outgoing and professional personality.
This individual should have experience with goal based compensation.
This qualified candidate must have previous sales and customer service experience and also possess an aptitude for attention to detail.
High school diploma or general education degree (GED).
Ability tread and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
The employee will regularly be required to sit, stand, talk, hear, reach with hands and arms, and operate a computer.
Ability to lift up to 50 pounds.
Close, distant, and peripheral vision requirements.
The noise level in the work environment is moderate (computers, printer, light traffic).
Must be able to perform the essential duties and responsibilities of the position and meet the above skills, abilities and physical demands with or without reasonable accommodation.
E xceptional Employee Benefits
Medical, Dental, Vision, and Prescription Drug Coverage
Flexible Spending Accounts
Life Insurance & Accidental Coverage
Short-Term Disability Coverage
Long-Term Disability Coverage
Paid-Time Off & Company Paid Holidays (Salary and Hourly employees only)
Retirement Plans – 401k
Employee Discounted Loan Rates
Tuition Reimbursement Program
Employee Assistance Program (EAP)
Employee Referral Bonus
Adoption Assistance program
Women, minorities, veterans and disabled workers are strongly encouraged to apply.