What are the responsibilities and job description for the Personal Banker - Brandon Branch position at The First National Bank in Sioux Falls?
Join our team as a Personal Banker and make a meaningful impact in the lives of our customers!
Position Summary
In this role, you will establish and maintain strong customer relationships by providing personalized financial advice and solutions to help customers achieve their goals. As a Personal Banker, you will manage a portfolio of customers while staying well-versed in all bank products and services. You will also identify opportunities to recommend additional products and services that align with customers' needs, helping them achieve greater financial well-being.
This position offers weekday hours, Monday through Friday, from 8:00 am to 5:00 pm. Based at our Brandon Branch, the role also services the Bethany Meadows Retirement Center a couple of hours twice a week.
In addition, our FIRST Values apply to all teammates without exception.
FIRST Values
The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 135 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.
The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us – it is the cornerstone of our success.
Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.
Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.
Although banking has evolved over the years, our mission and values have not and will not change.
Accountabilities
What will you do:
Sales & Service
Execute the Sales and Service program of the department when working with customers.
Follow guidelines, policies, and procedures of the bank to keep errors to a minimum.
Secondary education in business or related field preferred. Five or more years of relevant work experience or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position.
Skills And Abilities
Position Summary
In this role, you will establish and maintain strong customer relationships by providing personalized financial advice and solutions to help customers achieve their goals. As a Personal Banker, you will manage a portfolio of customers while staying well-versed in all bank products and services. You will also identify opportunities to recommend additional products and services that align with customers' needs, helping them achieve greater financial well-being.
This position offers weekday hours, Monday through Friday, from 8:00 am to 5:00 pm. Based at our Brandon Branch, the role also services the Bethany Meadows Retirement Center a couple of hours twice a week.
In addition, our FIRST Values apply to all teammates without exception.
FIRST Values
- Family – We support, trust, and respect each other, our customers, and our shareholders.
- Independence & Innovation – We embrace change as vital to our success.
- Relationships – We build relationships that are based on strong character, mutual loyalty, trust, and respect.
- Stewardship – We take care of ourselves so we can take care of others.
- Teamwork – We help each other grow and succeed.
The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 135 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.
The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us – it is the cornerstone of our success.
Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.
Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.
Although banking has evolved over the years, our mission and values have not and will not change.
Accountabilities
What will you do:
Sales & Service
Execute the Sales and Service program of the department when working with customers.
- Fully understand the products and services that are applicable to their role and recommends those products to our customers when appropriate.
- Responsible for the growth of their assigned portfolio.
- Know how their role fits in to the strategic plan of the bank and their department.
- Strive to meet goals that have been set for them and for their overall team.
- Understand that their role includes delivering world class customer service by exceeding customer's expectations and building brand loyalty.
- Explain and recommend banking services and products to clients based on their needs.
- Monitor transactions and oversee client bank accounts, including opening and closing accounts.
- Based on location, there may additional responsibilities assigned.
- Answer and direct phone calls.
- Process applications for loans, credit cards, new accounts, and safe deposit boxes.
- Refer clients to in-house financial experts and/or relevant bank departments, such as Wealth Management, Commercial Banking or Ag Banking.
- Present and sell banking services and products to existing and prospective clients.
Follow guidelines, policies, and procedures of the bank to keep errors to a minimum.
- Errors are identified quickly and remedied efficiently when they occur.
- Use solid judgement when making decisions and keeps the Bank's policies, procedures, and reputation in mind.
- Exceptions are well thought out and documented with proper approval.
- Prepare documentation to open accounts and change accounts, including obtaining signatures.
- Perform administrative duties, such as data entry as needed.
- Process internal paperwork through checkoff team that has minimal errors and any errors that are identified are corrected in a timely manner.
- Stay current with changes to Bank policies and procedures.
- Collect accurate information from clients.
Secondary education in business or related field preferred. Five or more years of relevant work experience or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position.
Skills And Abilities
- Ability to work independently with little supervision. Self-motivated.
- Excellent verbal and written communication skills.
- Ability to conduct relationships in a manner that ensures cooperation and positive results.
- Excellent organizational skills and attention to detail. High level of accuracy required.
- Demonstrate a high degree of concern for professional and innovative customer service.
- Ability to adapt to the needs of the organization and teammates.
- Health Insurance
- Dental & Vision Insurance
- Profit Sharing
- Paid Vacation & Holidays
- Company paid short and long term disability
- Tuition Reimbursement Program
- Employee Banking Perks
- Community Volunteer time
- And More!
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