Personal Banker I

Position Summary: Under occasional supervison, services customers through opening and updating accounts, selling and cross-selling bank products and services. Work requires performing teller duties when needed. Work requires the ability to handle sensitive and confidential information with discretion and strict adherence to established policies and procedures to maintain branch security. 

Essential Functions:

• Performs all duties related to opening, processing, and updating of customer transaction accounts.

• Provides excellent customer service assisting, responding to, and resolving internal and external customer inquiries.

• Uses opportunities wisely to promote the bank, sell and cross-sell bank products and services.

• Generates and maintains assigned files, records, and reports.

• Maintains branch safe deposit boxes and records.

• Serves as back-up teller performing teller duties when required.

• Assists branch officer with branch operations through the performance of assigned duties and projects, and the generation and maintenance of various reports.

• Attends required meetings and training.

• Adheres to SAFE Act requirements when acting as an (MLO) mortgage loan originator, if applicable.

• Performs all work in compliance with applicable regulations/policies and procedures.

• Accountable for the understanding of and adherence to operational controls, policies, procedures and processes to ensure compliance with bank policies and related laws and regulations.

• Performs other duties as assigned.  

Position Requirements (Knowledge/Skills/Abilities):

• Ability to operate a personal computer.
• Basic knowledge of bank products and services.

• Excellent customer service and sales skills.

• Excellent verbal and written communication skills.

• Excellent interpersonal skills.

   

Education/Experience:

• High School Diploma or GED

• Minimum 6 months of experience in banking as a Teller or Personal Banker(CSR) or related field 

   

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 frequently required to sit, use hands to finger, handle, or feel and talk or hear and occasionally required to stand, walk, reach with hands and arms and stoop, kneel, crouch, or crawl.  Specific vision requirements for the job include close vision (at 20 inches or less) and the ability to recognize colors. 

Working Conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is typically indoors and in an office setting. The noise level within the work environment is typically moderate.  

  The specific statements shown in each section of this position description are not intended to be all-inclusive.  They represent typical elements and criteria necessary to successfully perform the job.