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.
Universal Banker North American Banking Company - 3.4 Minneapolis, MN Job Details Full-time $24 - $27 an hour 1 hour ago Benefits Health savings account Health insurance Dental insurance 401(k) Paid time off 401(k) matching Life insurance Qualifications Customer communication Financial sales Financial services customer support Serving clients Customer service High school diploma or GED Business development Client services Loan processing Full Job Description North American Banking Company has been serving Twin Cities communities since 1998, help us continue to build new and lasting personal and business relationships as a Universal Banker at our 50th & France branch. Job Responsibilities We are seeking a customer-oriented individual who will provide assistance to bank customers including the promotion and sale of appropriate bank products and services and the processing of deposit and loan transactions. Must possess excellent communication skills and enjoy working with people. Previous banking experience a plus.
RESPONSIBILITIES/EXPECTATIONS/GOALS
1. Promotes and sells consumer and business deposit products by interviewing customers to determine their needs. Upon receipt of deposit application, proceeds with appropriate product procedure, completing necessary paperwork to ensure that customers' deposit needs are met in a courteous, timely manner. 2. Actively participates in bank sales promotions and activities, contributing to the achievement of bank established goals. 3. Refers business loans, mortgage loans, and investment prospects to the appropriate sales representative within the bank. 4. Participates in business development activities such as officer call programs, community organizations and special events sponsored by the bank. 5. Maintains teller cash drawer to assist customers when necessary. Follows cash handling and balancing guidelines as specified in the Retail Operations Manual. 6. Monitors cash shipment orders through the Federal Reserve Bank and the delivery of cash through American Security Corporation. 7. Reviews daily overdraft report, makes decisions based on bank policy and procedure prior to 10:00 a.m. 8. Performs quarterly audit of Travelers Cheques as well as monthly audits of the teller cash drawer and the vault. Assists Teller with weekly balancing of the ATM. 9. Provides backup teller support as needed to include processing transactions, answering phones, balancing the vault, assisting customers, etc 10. Performs other duties as assigned What's important to us at North American Banking Company is a happy customer. To that end, when we look for a new employee, we're looking for honesty, creativity, integrity, and exceptional client service skills. If you fit that description, you've come to the right place. As a member of the North American Banking Company team, you will find a unique environment where employees are encouraged to express creativity, participate in decision-making processes, and develop skills. You will be rewarded for hard work and dedication. We offer an outstanding package of employer paid benefits. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, disability, protected veterans, age, marital status, familial status or status with regard to public assistance, or any other characteristic protected by law. North American Banking Company encourages veterans, people with disabilities, and minorities to apply for employment.
Job Type:
Full-time Pay:
$24.00 - $27.00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off
Education:
High school or equivalent (Required)
Experience:
Customer service: 1 year (Required) banking: 1 year (Preferred)
