Personal Banker I & II

Position Summary

Duties and Responsibilities

• Greets customers and facilitates a welcoming and customer-focused environment utilizing Integrity Customer Service principles.
• Processes customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to established Bank policies and procedures. Maintains acceptable cash balancing record.
• Generates new business and expands relationships with current customers by cross-selling bank products and services.Builds customer loyalty by developing relationships and offering exceptional customer service.
• Responds to customer inquires and concerns by researching and identifying positive solutions or referring to appropriate staff or department for resolution.
• Maintains a thorough knowledge of and performs end-of-day activities including branch proof.
• Removes deposits from, counts, and balances cash within the ATM’s, recyclers and night depositories.
• Prepares Currency Transaction Reports and other reports required by law or regulation and ensures compliance with all regulatory requirements, bank policy and procedures.
• Maintains and ensures adherence to safety and security issues, policies and procedures.
• Utilizes the Bank’s Customer Relationship Management tool to manage customer relationships and make necessary referrals.
• Attends and participates in training courses and workshops to advance products knowledge and customer service skills.
• Attends various functions/community events to enhance the image and presence of the bank in the market area as required.
• This position works in a rotating schedule on Saturdays as assignedMay train for other functions within the Personal Banker area.
• Assumes additional responsibilities as assigned.

Additional Duties and Responsibilities for Personal Banker II

• Opens standard new accounts and provides the proper follow-up to the appropriate departments; Opens and closes Safe Deposit Boxes; Processes CD renewals.
• Mentor less experienced Tellers and assists them with balancing problems.
• Orders supplies.
• Successfully completed Principles of Banking and Law and Banking through the Center for Financial Training and Education Alliance (CFTEA)
• Demonstrated proficiency in Electronic and Mobile banking products and applications.

Education and Experience

• High School Diploma or equivalent GED required (exception for high school branch teller)
• One year experience in retail banking, lending, sales, customer service and/or cash handling experience.

• Minimum of two years of Personal Banker experience required and/or relevant experience in retail banking, lending, sales, customer service and/or cash handling experience.
• Demonstrated proficiency at Personal BankerI skills and responsibilities.

Skills and Abilities

• Excellent customer service skills.Previous Teller and/or cash handling skills helpful.
• Outgoing, assertive, confident and enthusiastic personality.
• Strong multi tasking and communication skills.
• Excellent organizational skills and attention to detail.Demonstrated personal computer literacy.
• Must be dependable, flexible, a team player, professional and calm under pressure.
• Ability to work with little supervision.

Working Conditions

• General office environment
• Physical surroundings are generally pleasant and comfortable
• Moderate lifting (to 35 lbs.) required. Moderate reaching, walking, sitting and standing required.
• External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.