You haven't searched anything yet.
Full Time Personal Banker Job Description
Reports to: Branch Manager
JOB DESCRIPTION:
The Personal Banker is responsible for assisting customers with a variety of banking needs, as well as, opening and closing accounts and sharing our bank products and services. Personal Bankers use their professionalism skills and abilities to build strong and lasting relationships with customers, by learning their financial needs. They also provide leadership, encouragement, motivation, and assist with ongoing development of the frontline staff.
ESSENTIAL DUTIES:
Account Processing-Basic Account Maintenance; Change Address/Phone #/Email/Update Identification Information
Front Line Duties; Cash Handling, Deposit Transactions, Cashed Checks/Withdrawals, Cash Advances, Loan Payments, Savings Bond Redemption, IRA Deposits and Withdrawals, Telephone Transfers, Coin/Currency Orders, Currency Exchanges, Document Scanning, Balance ATM, Stop Payments & Check Requests, Unauthorized ACH, Hold Processing, Knowledge of Hold Parameters, and Ability to Add Holds in Phoenix, Account Knowledge, Opening and Closing Accounts, and Vault Custodian duties.
BSA; OFAC Checks for Non-Customers, CTR Completion, Monetary Instrument Log Completion, Suspicious Activity Reporting
Basic Product Knowledge; Online Banking Features and Functionality-General, Mobile Banking Features and Functionality-General, Mobile Capture Functionality-General, Debit Cards General Information, OnBase General Use, Phoenix Teller Comfort and Familiarity and General Functionality, Microsoft Word and Excel and Computer skills.
Monthly Personal Banker Meetings; Attend and participate in monthly meetings, relay meeting information to the frontline staff in a positive manner, rotate recording minutes and teambuilding exercises.
KNOWLEDGE, SKILLS AND ABILITIES:
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
PHYSICAL DEMANDS:
TRAINING AND EXPERIENCE:
HOURS: Monday-Friday-40 Hours
Every Other Saturday
Farmers Bank of Willards is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their status as protected veterans or individuals with disabilities, race, color, religion, sex, sexual orientation, gender identity or national origin.
Job Type: Full-time
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
Banking
$88k-118k (estimate)
03/28/2023
06/10/2024
fbwbank.com
OCEAN CITY, MD
100 - 200
1925
Private
CHRISTOPHER F DAVIS
$10M - $50M
Banking
The job skills required for Personal Banker include Customer Service, ATM, Leadership, Cash Handling, Product Knowledge, Debit Card, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
12/13/2021: Salt Lake City, UT
Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
12/09/2021: Pocatello, ID
Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
02/14/2022: Macon, GA
The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
01/16/2022: Nassau, NY
At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
02/14/2022: Saint Paul, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
12/08/2021: Lima, OH
Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
01/03/2022: Appleton, WI
Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
01/01/2022: Memphis, TN
Provides knowledge of financing, loans, and personal banking.
01/23/2022: Youngstown, OH
A personal banker may refer his clients to other bank experts.
03/04/2022: Fayetteville, NC
Step 3: View the best colleges and universities for Personal Banker.