What are the responsibilities and job description for the Personal Banker position at First Bank - NJ?
We are looking for a personal banker to assist our customers in managing their bank accounts and finances. You’ll be responsible for building long-term relationships with clients and cross-selling them our products and services. Personal bankers should be excellent communicators with solid knowledge of banking processes and products. Sales and customer service experience can help you succeed in this role. The ideal candidate is bold and ethical, and possesses strong problem-solving skills.
Responsibilities
- Advise customers on bank services for their needs (e.g. loans and credit cards)
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to inhouse financial experts, as needed
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Perform administrative duties (e.g. entering data into banking software)
Skills
- Proven experience as a personal banker; experience in sales or customer service is a plus
- Knowledge of personal banking practices and regulations
- Familiarity with banking software; excellent use of MS Office
- Ability to work diligently to meet targets
- Excellent communication and negotiation skills
- Customer-oriented approach to handling problems
- BS/BA in Finance, Accounting or similar field preferred
Qualifications
- Bachelor degree preferred
- High school diploma/GED
- Two or more years of related experience in Financial Services industry
- Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Effective selling and referral skills
- Strong verbal and written communication skills
- Ability to work a schedule that includes Saturdays
Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
- Weekends as needed
Work Location: In person
Salary : $20
