Personal Banker

Job Title: Personal Banker

Reports to: Branch Manager

SUMMARY

Provides a friendly atmosphere to make the customer feel at ease during the interview process for opening of new deposit accounts, completing consumer loan applications, and processing cash/deposit transactions. Provides information on all deposit accounts and consumer loan products and to cross-sell the Bank’s products.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Greet customers promptly upon their arrival in the bank lobby. Conduct professional interactions with the customers throughout all transaction processes.

2. Open new accounts (checking, savings, certificates of deposit and IRAs).

3. Order checks for customers and produce temporary checks.

4. Issue ATM Debit cards.

5. Open safe deposit boxes and provide access to boxes for customers.

6. Promptly answer phones.

7. Provide customer service, answering questions about their accounts and providing research as requested.

8. Helping customers with Online Banking and Mobile Banking

9. Process deposits, cash checks, and change orders for customers.

10. Process night drop deposits and mail deposits. Maintain records for audit.

11. Sell Cashier’s Checks, Money Orders and Gift Cards.

12. Balance Cash Vault daily.

13. Redeem Savings Bonds.

14. Prepare Compliance Audits as required for Internal Audits.

15. New accounts input, (Loans, DDA, and Savings).

16. Process stop payment request and input on system.

17. Process wire transfer request and prepare Wire Transfer form for Wire Department.

18. Customer service-answer phones, research and balancing customer accounts.

19. Balance and Supply ATM weekly.

QUALIFICATIONS:

Education and Experience

High School diploma or equivalent.

Previous Teller or Personal Banker experience preferred.

· Excellent organizational skills required.

· Ability to communicate in a professional manner and quickly assess and prioritize customer needs when assisting customers who may be are upset or angry.

• Excellent verbal, written and interpersonal communication skills required; including keen ability to communicate genuinely conveying respect, dignity and cheerfulness with all levels of staffing.

· Ability to coordinate with employees across department lines.

· Ability to use sound judgment when routing calls and providing information to callers.

· Regular and punctual attendance is required.

· Knowledge and use of computers and 10-key machines.

· Ability to handle confidential information in a professional manner.

· Completing assigned tasks within the deadline provided.

Work Environment

Qualified applicants must be able to work in a fast- paced environment and exhibit sound judgment in making decisions related to the overall health of the bank. Position requires extended periods of standing, sitting, and computer use. In addition, travel between branches and to customers and events may be required.

D*uties as listed in this description are not meant to be all inclusive and the employer reserves the right to add, alter, or delete duties as seen fit, with or without notice.*

Sonora Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. In addition to federal law requirements, Sonora Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Cash handling: 1 year (Required)
• Customer service: 1 year (Required)
• Banking: 1 year (Preferred)

Work Location: In person