What are the responsibilities and job description for the Personal Banker position at Citizens Bank - WI?
Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.
Hours/Schedule*:
Weeks 1&3: Sunday Closed, Monday 8:15am-5pm, Tuesday 8:15am-5:30, Wednesday Off, Thursday 8:15am-5:30pm, Friday 8:15am-5:30am, Saturday 8:15am-12pm
Weeks 2&4: Sunday Closed, Monday 8:15am-5:30pm, Tuesday 8:15am-5:30, Wednesday 8:15am-5:30pm, Thursday 8:15am-5:30pm, Friday 8:15am-5:30am, Saturday Off
38-40 hours/week
- Hours may change at any time based upon business needs
Essential duties and responsibilities:
- Represents the Bank to customers in a courteous, professional manner
- Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer’s needs
- Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
- Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier’s checks
- Answers the phone and assists customers as needed
- Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
- Assists customers with account inquiries
- Processes wire transfers
- Processes changes of address
- Processes stop payments
- Unlocks and resets digital banking access
- Processes CD deposits and batching
- Processes account status changes
- Enrolls Good Life Club members
- Redeems savings bonds
- Assists customer in balancing accounts
- Orders customer checks
- Creates new CIFs
- Purchases and redeems foreign currency
- Any and all other duties as assigned
These additional duties may be assigned based upon branch needs:
- Safe Deposit Box access
- Vault authority
- Override authority
- Safe Deposit Box rentals
- Opening and maintaining IRA and HSA accounts
- Notary services
Critical Competencies:
- Accuracy
- Customer Service Excellence
- Relationship Selling
- Teamwork
Requirements:
- High School Diploma or GED required
- 1-2 years of related experience in banking required
- Vault experience preferred
- Personal banking experience preferred
- High level of professionalism
- Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
- Professional communication skills
- High level of confidentiality
- Excellent organizational skills
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf.