Career Center - Personal Banker (1108)

Personal Banker


Basic Function:
Develops bank business by acquiring and developing client relationships; providing bank services; ensuring compliance with bank policies and government regulations.
Major Responsibilities:
  • As a member of the front-line, employee is expected to consistently deliver superior quality customer service and positively represent the Bank.
  • Provide banking services by responding to inquiries; accepting and understanding requests; obtaining and clarifying client information; completing account openings, applications, and paperwork; coordinating with related departments; and manages customer profile/s
  • Perform daily maintenance on existing accounts – including overdrafts, returned mail, safe deposit, wire transfers, check orders, on-line banking questions, etc.
  • Expand and retain both new and existing relationships by understanding client's financial goals; matching client's goals with bank products and services; cross-selling services; partnering with other bank associates;
  • Participate in community activities
  • Ensure compliance with bank policies and government regulations by maintaining files; following internal audit, loan review, branch operations, and collection procedures
  • Adhere to operational controls including legal, corporate and regulatory procedures to ensure safety and security of customer and bank assets
  • Complete annual on-line training courses as outlined by Compliance Officer

Education/Learning Experience:
Work Experience:
Work Environment:
High School Diploma or equivalent required; two year college degree or specialized training or equivalent work experience preferred.
Prior customer service and two years personal banking experience is required.
Must be available to work Monday – Friday; 8am-6pm and 8am-2pm on Saturdays.
Office/Retail floor. Travel between branches is required; some travel between banks and corporate office may be necessary.
·         Must have high level of interpersonal skills to handle sensitive and confidential documents and situations.
·         Requires demonstrated poise, tact and diplomacy.
·         Requires strong verbal and written communications skills.
·         Must be able to interact and communicate with individuals at all levels of the organization
·         Excellent customer service and organizational skills
·         Must be detailed oriented and produce high quality accurate work the first time.
·         Proficiency with MS Office
·         Ability to handle multiple projects simultaneously and work in a fast-paced environment.

We are an Equal Opportunity Employer. All personnel shall have the opportunity to be considered for employment without regard to their race, color, religion, national origin, ancestry, alienage or citizenship status, age, disability, sex, sexual orientation or any other characteristic protected by applicable federal, state or local laws.

We will endeavor to make a reasonable accommodation to the known physical or mental limitation of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business.