Personal Banker Associate, Town & Country

About the Role

The Personal Banker Associate is responsible for tasks of both a Teller and a Personal Banker. This role involves efficiently processing customer transactions, generating new business, and deepening relationships by promoting products and services to both new and existing customers. The position requires providing high-quality customer service, achieving sales goals, and supporting banking center staff.

Key Responsibilities

• Greet customers and foster a welcoming, customer-focused environment.
• Provide extraordinary customer service while achieving goals and supporting banking center staff.
• Build and maintain customer relationships to identify suitable financial products and services.
• Promote financial products and services.
• Open deposit accounts, take loan applications, and process consumer loan/credit line requests.
• Process customer transactions efficiently and accurately in a fast-paced environment, maintaining a balanced cash drawer and adhering to internal controls and procedures.
• Generate new business and expand relationships with current customers through networking and Centers of Influence.
• Respond to customer inquiries and concerns, creating positive solutions.
• Support other employees as needed.

Requirements & Tech Stack

• Microsoft applications (Word, Outlook, Excel, etc.)

Qualifications

• Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals.
• Minimum 6 months of cash handling, processing of transactional payments, and/or point of sale experience in a retail sales or service environment and/or previous banking experience.
• Ability to generate referrals, including making on-site visits with local businesses.
• Ability to work effectively as a team member and with customers.
• Strong work ethic and high integrity.
• Friendly, outgoing, assertive, confident, and enthusiastic personality.
• Must have a current Notary or be willing to become one.

Preferred Skills

• Successful sales record in a retail banking environment; with knowledge of bank services and products.
• Bilingual (fluent verbal and written Spanish) skills.

Physical Requirements

• Requires long periods of standing or sitting, typing, and repetitive motion.
• Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.

Banking Center Hours

• Standard Hours: Monday - Friday from 9:00 a.m. - 6:00 p.m. and Saturday from 9:00 a.m. to 1:00 p.m.
• Shift differential available for certain hours: $5/hr for Monday through Friday from 5:00 p.m. - 6:00 p.m., and Saturdays from 12:00 p.m. - 1:00 p.m.
• Must be available to work weekend hours.