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.
This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction. The Universal Banker II position responsibilities include teller operations, opening deposit accounts.
MAIN DUTIES OF THE JOB
Promptly and accurately handles lobby, drive-thru, night deposit, or bank-by-mail customer transactions, according to Home Bank s policies and procedures Cash handling, including but not limited to, counting, verifying, and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment Assists with daily Vault duties, as needed, and may operate as vault custodian Process daily teller work ensuring debits and credits balance in accordance with established policies and guidelines Provide comprehensive, prompt, and efficient customer service in all transactions per policy and procedure Engage in conversations with customers to build relationships, determine financial needs and make recommendations Contribute to banking center success by achieving assigned branch and line of business referral goals Maintains a working knowledge of deposit and lending products and services offered by the bank with the ability to utilize systems in place for opening deposit accounts, performing maintenance, and enrolling customers in various services Clear and effective verbal, written and interpersonal communication skills, with the ability to carry out instructions and speak clearly to customers and employees Be self-directed/motivated with the ability to work independently or as part of a team with little to no direct supervision Operate as a mentor for newly hired/promoted team members in support of our Home Bank values Use good judgment, remain aware of potential fraud, and be discreet with confidential information Maintain a neat workstation and ensure that needed supplies are on hand and organized to present a professional environment Perform other duties as required or assigned by leadership
WHAT YOU WILL NEED TO SUCCEED
High School diploma or equivalent 1 years of general cash handling, sales & customer service experience 1 years of previous banking experience strongly encouraged Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation Ability to work expected Banking Center hours of operation, including Saturday (based on Market a and location). Travel may be required. Strong knowledge of daily branch, vault, and ATM operations
HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER GOOD CREDIT IS A MUST CREDIT REPORT IS REQUIRED FOR
