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Summary of Job Responsibilities:
Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Provides a variety of sales and service functions, including but not limited to, processing everyday transactions, creation of monetary instruments, enrolling customers in checking, savings and other account-based products, and helping customer identify and adopt solutions to protect their money from fraud. Banker will also engage customers in needs-based conversations to uncover financial needs in with the aim of providing the best possible financial advice to the customer. Accountable for complying with all Bank Secrecy and Anti Money Laundering regulations, bank policies and procedures. Job involves significant customer contact. Bankers must understand the benefits and features of products and services in order to assist our customers in buying decisions and problem resolution.
Essential Job Duties:
Skills and Abilities Required:
Minimum Level of Performance and Training Normally Required:
Working Conditions:
Full Time
Lending & Credit
$88k-120k (estimate)
01/16/2023
05/22/2024
citizensebank.com
SALEM, OR
100 - 200
1957
THOMAS A SVOLEANTOPAULOS
$10M - $50M
Lending & Credit
Welcome to locally owned Citizens Bank, the area's premier community bank. We proudly provide comprehensive banking services to businesses and individuals in 13 Willamette Valley communities. At Citizens Bank, we believe that our success is directly linked to the overall health of the region we serve. Since 1957, we have committed ourselves to improving the communities in which we live, work, and play. We honor that commitment daily by providing a full range of banking services with a personal, hometown touch; by supporting the continued prosperity of local businesses; and by emphasizing hones ...
ty, integrity, and fairness in our relationships with customers, co-workers, and neighbors. Citizens Bank: Good Business. Good Friends. Member FDIC, Equal Housing Lender
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The job skills required for Personal Banker include Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
12/13/2021: Salt Lake City, UT
Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
12/09/2021: Pocatello, ID
Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
02/14/2022: Macon, GA
The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
01/16/2022: Nassau, NY
At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
02/14/2022: Saint Paul, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
12/08/2021: Lima, OH
Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
01/03/2022: Appleton, WI
Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
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Provides knowledge of financing, loans, and personal banking.
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A personal banker may refer his clients to other bank experts.
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Step 3: View the best colleges and universities for Personal Banker.