What are the responsibilities and job description for the Personal Banker position at The First National Bank and Trust of Broken Arrow?
Responsibilities
The Personal Banker is responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, assisting clients with account inquiries, account/customer information maintenance, and problem resolution.
Duties include, but are not limited to, the following:
- Presents and explains products and services, receives and processes new client accounts, performs maintenance on existing accounts such as changes to names, addresses, products, and other account maintenance as requested.
- Provides extraordinary customer service while building and maintaining relationships with customers.
- Helps identify financial products and services that meet customer needs.
- Resolves client requests and questions promptly, courteously, and professionally.
- Maintains privacy of customer account information.
- Maintains and projects the Bank’s professional reputation.
- Supports other employees as needed.
This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.
Required Skills and Qualifications
- Excellent written and verbal skills.
- Minimum of 3 years Personal Banker or similar experience.
- General knowledge of bank services, products, industry terms, regulations, and account structures.
- Strong work ethic and high integrity.
- Proficient with all Microsoft applications (Word, Outlook, Excel etc.).
- Friendly, outgoing, assertive, confident, and enthusiastic personality.
Physical Requirements:
This position requires long periods of sitting as well as typing and repetitive motion.
First National Bank of Broken Arrow is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.
