What are the responsibilities and job description for the Senior Personal Banker position at Glacier Bancorp, Inc.?
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POSITION SUMMARY
As a primary contact for bank customers, the Senior Personal Banker is responsible for developing and retaining customer relationships through providing a consistent level of exceptional service. Open new business and consumer accounts. Response to customer inquiries and provide solutions based on their needs. Proactively work to develop and maintain long-standing customer relationships. Greet, listen, engage, and actively profile to ascertain customer needs and present sound and mutually beneficial financial solutions. Maintain high quality personal performance and professional standards and actively request support and training as needed. Assists and supports the BM with oversight of Personal Bankers and New Account Representatives. Serve as back up if the Assistant Branch Manager is absent.
MAJOR DUTIES AND RESPONSIBILITIES
- Assists and supports the BM with hiring decisions, training, performance reviews, disciplinary actions, and coaching/mentoring the personal bankers and new account representatives.
- Assists Branch Manager in overseeing branch in the event of both branch manager and assistant branch manager absence
- Originate Consumer Loans for branch and as assigned by Consumer Loan Department Manager
- Open, maintain or originate consumer and business deposit, savings, health, time deposit accounts, IRAs, foreign/domestic wires, safe deposit boxes, and e-banking products in an efficient manner
- Promote and assist customers with various aspects of the Visa Business Card
- Prepare associated documentation and scan for record retention purposes within required time frames
- Educate customers as to penalties, earnings, etc.
- Display exceptional customer service skills in order to gain, retain and maintain customer relationships
- Primarily responsible for developing and retaining customer relationships
- Play an integral role in bank growth by meeting customer’s needs while maintaining profitability and proactively finding opportunities to enhance customer relationships
- Identify customer needs through active listening and profiling and fulfilling their needs with appropriate products and services
- Act promptly on customer requests, follow through on commitments and obligations. Ask follow-up questions to determine if customer needs and expectations have been addressed
- Process ACH and debit card disputes, stop payments, etc. and escalate as necessary
- May act as Teller when needed; maintain up to date training and compliance standards
- Maintain proficient knowledge of bank products and services to effectively present the appropriate solutions to the customer
- Answer incoming calls, answer inquiries, direct calls, take messages and return call
- Complete bank training in a timely manner
- Regular and predictable attendance is an essential function of this job
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
ADDITIONAL RESPONSIBILITIES
- May be required to work at other Foothills Bank branches due to staffing shortages
- Participate in community service and bank sponsored activities
- Uphold Foothills Bank Core Values:
- Commitment to excellence and each other
- Leadership that is engaged in the success of others
- Integrity to do what is right
- Passion to serve our customers and communities
- Perseverance to find the best solution possible
- Honor in maintaining the trust of our customers
- Pride in who we are and what we do
Education and Experience
- High School Diploma or Equivalent
- 3 years banking experience
Knowledge, Skill, Ability (Other Skills)
- Demonstrated effective interpersonal relationships and teamwork
- Advanced account opening and maintenance skills
- Familiarity with consumer lending
- Ability to lead in a positive manner with a focus on others
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.
Specific lifting abilities required by this job include: Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
Working conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.
Mental Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays. Visit our website for more details!
COMPANY OVERVIEW: We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website. Check it out!
We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.
No Recruiters or unsolicited agency referrals please.