What are the responsibilities and job description for the Personal Banker position at City National Bank?
Description : The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the initial 90-day Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.
Responsibilities :
- Successfully complete the 90-day Personal Banker Training Checklist, including all assigned learning modules and skill assessments.
- Develop and expand customer growth through daily prospecting and follow-up activities, meeting a minimum of 70% of checking goals in the first two full months at their branch.
- Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.
- Effectively cross-sell and market bank products and services to customers and prospects.
- Protect customer confidentiality and privacy while practicing branch security procedures.
- Participate in daily branch operations, gaining proficiency in various areas of personal banking.
- Actively log customer interactions and follow-ups into Synapsys with detailed notes.
- Embody CNB's values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.
Qualifications :
Education and Experience :
Physical Requirements : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other Duties : This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.
