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Central Valley Community Bank

Banking Center Specialist - San Luis Obispo

Career Insights for Personal Banker

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What they do

A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.

$77,985 / year median in California

-22% projected decline

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Job Description

STATUS:
Non-exempt, full-time, 40 hours per week
DEPARTMENT
Banking Services
LOCATION
San Luis Obispo, CA Job Summary and Scope of Responsibility:
Perform various functions in support of branch operations and assist clients with new accounts, consumer/small business lending applications, branch services and account transactions.
Essential Functions:
With or without reasonable accommodation must be able to perform all essential job functions as described below. Assist clients with account transactions and inquiries, wire transfer requests and related currency, including domestic/foreign currency exchange/sales orders, or account transactions. Monitor, maintain custody of, and balance drawer cash and coin. Complete required reports to document cash or negotiable instruments pursuant to regulatory requirements. Update and close consumer checking/savings accounts and safe deposit boxes. Assist clients with the completion of fraudulent activity dispute forms. Review ATM deposits to identify potential risks. Initiate a hold or other appropriate action. Minimum Qualifications to
Perform Essential Functions Knowledge, Skills and Abilities:
Knowledge of and ability to accurately apply applicable federal/state banking regulations. Knowledge of consumer banking products and services. Aptitude and enthusiasm for client service and sales. Basic math skills (addition, subtraction, multiplication and division). Ability to identify denominations and count currency. Professional demeanor and speaking skills. Good judgment, decision-making, analytical and problem-solving skills. Professional and service-oriented demeanor and communication skills. Computer proficiency, including internet browsers and Microsoft Office Suite products. Experience and/or
Education:
One year (within last five) of branch teller and/or new accounts experience. Two years of recent experience opening business checking and trust accounts, preferred. Effective public speaking and presentation skills, preferred. Excellent benefits package for eligible employees and their families. Competitive salary BOE in the range of $22.00 - $30.00 Hourly. Equal Employment Opportunity Employer/Veterans/Disabled.