Role OverviewThe Personal Banker is responsible for supporting customers with routine banking needs by opening accounts, processing transactions, and ensuring documentation and regulatory requirements are met accurately. This role focuses on operational execution, compliance, and service quality while providing a positive customer experience.
What You Will Do
Creates a welcoming environment and communicates professionally and effectively with customers and team members, applies strong critical thinking and problem-solving skills to resolve and or identify financial solutions for new and existing customers, and maintains accountability for assigned work and follows all internal controls, security, and audit standards.
Why It Might Be a Fit
The ideal candidate will have a strong commitment to service excellence, consistently delivers high-quality customer service, and maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy.
Requirements
- High School Diploma or GED
- Bachelor’s degree in business, marketing or related field, preferred
- (1) year of financial service industry experience required
- Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP, preferred
- Demonstrated ability to retain and apply detailed procedural and regulatory information
- Strong attention to detail, accuracy, and accountability
- Ability to learn and adapt to new information, procedures, and technology platforms
- Proficiency in personal computers and Microsoft Office applications (Word, Excel, Outlook)
- Bilingual in English and Spanish required
Benefits
- Paid holidays
- Equal Opportunity/Affirmative Action Employer
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