What are the responsibilities and job description for the Personal Finance Specialist position at Gateway First Bank?
Job Summary
">The Personal Banker II is responsible for consistently exhibiting an excellent first impression to all customers and guests of the bank as the primary point of contact.Maintains strong customer relationships while meeting customers' needs, handling customer transactions, and ensuring compliance with all bank policies and procedures, state and federal banking regulations, internal security procedures and policies.
Key Responsibilities:
- Performs excellent customer service when meeting customers and potential customers' needs and assisting all patrons of the bank to leave a positive impact with each encounter.
- Greets customers and facilitates a welcoming and customer-focused environment.
- Built and maintains relationships with customers to help identify financial products and services that meet their personal and business needs.
- Assists customers' accounts with selection of all financial services including online banking, BillPay, E-statements, mobile and ATM deposit capabilities.
This role requires excellent interpersonal and communication skills, as well as the ability to remain friendly, outgoing, confident, assertive and enthusiastic in a fast-paced environment.
