What are the responsibilities and job description for the Banking Center Associate position at Lone Star National Bank?
Job Summary
The Personal Banker I role is ideal for individuals who are passionate about delivering exceptional customer service and building strong relationships with our customers. This position requires a high level of enthusiasm, motivation, and a strong work ethic to drive results and contribute to the success of the banking center.
Key Responsibilities
• Provides a welcoming environment and communicates professionally and effectively with customers and other members of the team
• Displays passion for serving others and consistently executes exceptional quality service
• Applies strong critical thinking and problem-solving skills to resolve and/or identify financial solutions for new and existing customers
• Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross-selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.)
• Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management
Essential Qualifications
• High School Diploma or GED
• Bachelor's degree in business, marketing or related field, preferred
• An equivalent amount of experience in sales, marketing or operations may substitute the degree preference
• (1) year of cash handling experience
• (1) year of Banking experience
• Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP, preferred
• Ability to learn and adapt to new information and technology platforms
• Experience using personal computers, Microsoft Word, Excel and Outlook
• Bilingual in English and Spanish, required
The Personal Banker I role is ideal for individuals who are passionate about delivering exceptional customer service and building strong relationships with our customers. This position requires a high level of enthusiasm, motivation, and a strong work ethic to drive results and contribute to the success of the banking center.
Key Responsibilities
• Provides a welcoming environment and communicates professionally and effectively with customers and other members of the team
• Displays passion for serving others and consistently executes exceptional quality service
• Applies strong critical thinking and problem-solving skills to resolve and/or identify financial solutions for new and existing customers
• Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross-selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.)
• Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management
Essential Qualifications
• High School Diploma or GED
• Bachelor's degree in business, marketing or related field, preferred
• An equivalent amount of experience in sales, marketing or operations may substitute the degree preference
• (1) year of cash handling experience
• (1) year of Banking experience
• Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP, preferred
• Ability to learn and adapt to new information and technology platforms
• Experience using personal computers, Microsoft Word, Excel and Outlook
• Bilingual in English and Spanish, required
