Skip to main content
Tallo logoTallo logo

Find Jobs

Find Jobs Near You – Available Work in Your Location

Skip to job details
Apply for this opportunity

To apply for this job, you'll continue to an external website or email application.

InBank

Universal Banker

Career Insights for Personal Banker

See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.

Scorecard

Based on New Mexico data

Review key factors to help you decide if this role fits your goals. How is this calculated?

Were these scores useful?

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.

$67,903 / year median in New Mexico

-5% projected decline

Explore Career

Job Description

SUMMARY OF JOB
Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals. •This position is 100% in office - Springer 3 days and Cimmaron 2 days
ESSENTIAL JOB RESPONSIBILITES
Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients. Perform transfers, loan payments, and wire transactions. Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards. Open business accounts and support Treasury Management products and services implementation. Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer's banking relationship. Assist the teller line as a back-up teller, and accurately assist customers with processing transactions. Meet/exceed sales and referral goals and meet/exceed individual and branch targets. Maintain current knowledge and follow all bank financial and security regulations and procedures. Other duties as assigned.
SPECIFIC DUTIES AND RESPONSIBILITIES
Customer Service:
Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts.
Financial:
Familiarity with financial terms and practices; mathematical calculations.