What are the responsibilities and job description for the Personal Banker I position at First US Bank?
Personal Banker I
Job Summary:
Responsible for providing exceptional customer service while opening new consumer deposit accounts and efficiently handling various types of financial transactions. Performs additional duties as assigned.
Primary Responsibilities / Job Duties:
- Establish a strong banking relationship with individual customers by building rapport and providing high quality personalized service.
- Maintain a thorough knowledge of all First US Bank offerings to effectively assist customers in their selection of products, services, and digital solutions that fit their financial needs.
- Actively demonstrate digital expertise by using First US Bank’s digital platforms and educating clients about online banking, bill pay, mobile banking app, ATM/ITMs, and online chat features.
- Open personal deposit accounts, including checking, savings, money market, and certificate of deposit.
- Handle customer inquiries and account maintenance requests.
- Assist customers in accessing safe deposit boxes.
- Process customer transactions, including deposits, withdrawals, official checks, account transfers, loan payments, check and debit card orders, stop payments, and other types of requests.
- Perform daily branch operation tasks, including balancing cash drawer, vault, and ATM/ITMs, processing night deposits, ordering currency and coin shipments, completing currency transaction reports, scanning documentation, and other types of activities.
- Adhere to established policies and procedures; Maintain security and confidentiality of customer information; Demonstrate sound judgment within established limits.
- Participate in and complete all required compliance training, including BSA/AML, as well as other internal and external training programs.
- Perform additional duties as assigned.
Position Requirements:
- High school diploma or equivalent required
- Bachelor’s degree preferred
- At least one year of previous Teller or Personal Banker experience required
- Strong mathematical skills; ability to accurately balance transactions
- Ability to operate bank software programs and standard office equipment; proficient typing skills
- Ability to maintain focus and attention to detail
- Effective communication skills, both written and oral
- Friendly and courteous demeanor; interpersonal skills necessary to professionally interact with customers and coworkers
- Team contributor
Working Environment / Physical Demands:
Work is performed in a professional office environment and requires the ability to operate standard office equipment and keyboards. Prolonged periods sitting at a desk and working on a computer. May require the ability to lift files, bend, reach, walk or maneuver around the bank. Must be able to lift up to 15 pounds at times.
Disclaimer:
This position description is not intended, and should not be construed, to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job; it is intended to be an accurate reflection of those principal job elements essential to the job.
Federal Contractor – Equal Opportunity Employer M/F/Disabled/Vets
