What are the responsibilities and job description for the Personal Banker II position at Unity Bank?
Job Title: Personal Banker II
Be a valued part of our Unity Experience.
Our employees embrace ideas, share openly and honestly, and believe in meaningful work for all. We are innovative, we encourage, we collaborate, we are authentic, and we live in a care culture. Our work environment is a trust-based, collaborative, open, transparent workspace where our bankers feel good and do good. Each employee builds their own sense of pride and ownership for what we do, taking responsibility for their roles and duties. Employee engagement and customer experience are always at the forefront of all we do.
At Unity Bank, we are proud to be a community bank, at the heart of every community we serve. We feel strongly that when our customers choose Unity Bank, our customers are investing in and strengthening our communities; funding local farmer’s seeds, opening doors on main street, and unlocking opportunities for our neighbors.
Every customer is unique. We value each conversation. We listen to our customers; we are curious, and we connect. We build relationships. We aspire to deliver high quality personalized service that our valued customers need and want. We feel the deep understanding and passion to deliver solutions that truly make a difference. We help people achieve their dreams. We share our Unity Experience with all.
The Personal Banker serves as one of the Bank’s primary front-line customer service representatives and is responsible for delivering exceptional service to customers. They focus on building long-term relationships with customers, learning how we can add value to their financial situations, and explaining how our products and services can meet their needs which will lead to an excellent customer experience. In addition, this position will be proactive in assisting customers to adopt new technologies, while maintaining our high service standards, as the retail delivery system continues to evolve.
Principal Responsibilities & Duties:
- Able to open/close all deposit accounts, including IRAs; consumer loan accounts; assists with completion of branch scheduling
- Consistently executes and participates in the Bank’s sales process (sales meetings, check-ins, coaching, etc.)
- Understands the Bank’s products and services and is able to clearly explain and advise current and prospective customers on the products and services that are best suited to meet their needs, including but not limited to: checking and savings accounts, certificates of deposit, money market accounts, retirement accounts, personal loans, vehicle loans, small business loans, and mortgage loans.
- Identifies potential customers through networking, customer referrals, or other means and reaches out to them to present our financial solutions or refers them to the appropriate area within the bank.
- Collaborates with internal business partners to provide comprehensive solutions to meet customer’s financial needs.
- Promotes a level of care that makes customers feel welcomed, significant and engaged. For example, the Personal Banker role should be able to greet the customer by name as they enter the bank branch and direct them to the correct area of the bank to conduct their business.
- Performs daily administrative duties within set processing timeframes, like customer account transactions, accurately disbursing cash, processing loan payments, balancing, scanning proof work and other documents, and entering data into teller system
- Actively participates in a team of cross trained individuals that can perform all customer service functions within the branch.
- Acquires and maintains knowledge of regulatory, compliance, and internal audit/control requirements for the Personal Banker role. This would include completing all required training, assigned, in a timely manner, related to the job function.
- Backs up other departments as necessary or as requested, to help manage overall efficiencies in the organization.
Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Health insurance, Health savings account, Life insurance, Paid time off, Vision insurance.
This a job for which:
- Military experienced candidates are encouraged to apply.
- Applicants of all ages, including older job seekers, are encouraged to apply.
- Applicants with disabilities are encouraged to apply.
Unity Bank is an Equal Opportunity Employer.
