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What The Role Is:
As a Personal Banker you will provide best-in-class service by processing routine banking transactions while
also developing deep customer relationships and a thoughtful understanding of their needs. Through
relationship building, you will identify and offer the best and most appropriate personal business financial
products and services along with educating your customers on alternative and convenient transaction
channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist
clients with a myriad of needs. This is an on-site position.
How You will Make an Impact
Support the transactional needs of the banking center and other lines of business, as well as identify
opportunities to deepen customer relationships.
Open and process moderate to complex and consumer and basic small business deposit accounts,
providing appropriate solutions/services to businesses for managing their cash flow.
Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
Limited origination of simple consumer lending products such as personal loans and credit cards.
Educate customers on other bank channels including online and mobile banking, interactive (Video)
tellers and full-service ATMs that provide convenience and value to customers.
Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and
referral scorecard.
Cash handling and adherence to proper balancing procedures.
Review and maintain knowledge of products, fees, policies and current offers to assist customers with
consumer or business product suggestions.
Explore the customer’s financial needs and recommend other bank services and refer customers within
the branch when appropriate or to other departments when appropriate.
Demonstrate compliance with all bank regulations that apply to your position and stay current on
regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other
regulations that apply to your position.
Create a positive impact within the communities you serve by investing time in Community
Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are:
High school diploma required; college coursework preferred.
Previous banking or demonstrated sales experience in business, retail or other industries.
1-year cash handling experience in a banking or retail environment preferred.
Foundational knowledge of sales and service techniques with consumers and small businesses in a
structured, goal-based environment preferred.
Excellent written and verbal communication skills with the ability to solve problems and nurture client
relationships even in contentious situations.
This position does NOT require S.A.F.E. registration at the time of employment.
Regular and reliable attendance
Works cooperatively with others
As a Personal Banker you will provide best-in-class service by processing routine banking transactions while
also developing deep customer relationships and a thoughtful understanding of their needs. Through
relationship building, you will identify and offer the best and most appropriate personal business financial
products and services along with educating your customers on alternative and convenient transaction
channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist
clients with a myriad of needs. This is an on-site position.
How You will Make an Impact
Support the transactional needs of the banking center and other lines of business, as well as identify
opportunities to deepen customer relationships.
Open and process moderate to complex and consumer and basic small business deposit accounts,
providing appropriate solutions/services to businesses for managing their cash flow.
Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
Limited origination of simple consumer lending products such as personal loans and credit cards.
Educate customers on other bank channels including online and mobile banking, interactive (Video)
tellers and full-service ATMs that provide convenience and value to customers.
Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and
referral scorecard.
Cash handling and adherence to proper balancing procedures.
Review and maintain knowledge of products, fees, policies and current offers to assist customers with
consumer or business product suggestions.
Explore the customer’s financial needs and recommend other bank services and refer customers within
the branch when appropriate or to other departments when appropriate.
Demonstrate compliance with all bank regulations that apply to your position and stay current on
regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other
regulations that apply to your position.
Create a positive impact within the communities you serve by investing time in Community
Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are:
High school diploma required; college coursework preferred.
Previous banking or demonstrated sales experience in business, retail or other industries.
1-year cash handling experience in a banking or retail environment preferred.
Foundational knowledge of sales and service techniques with consumers and small businesses in a
structured, goal-based environment preferred.
Excellent written and verbal communication skills with the ability to solve problems and nurture client
relationships even in contentious situations.
This position does NOT require S.A.F.E. registration at the time of employment.
Regular and reliable attendance
Works cooperatively with others
