Personal Banker- Floating
On-siteDecatur, Alabama, United States
Job Summary
Develop new and existing customer relationships by executing service and sales standards while identifying additional financial needs during in-person or phone interactions. Create daily individual plans focused on deepening relationships and maintaining consistent service execution. Resolve customer issues by acting as a liaison between the customer and bank, ensuring proper documentation and account maintenance activities are completed. Partner with the Branch Manager to achieve service, sales, and operational goals, while participating in community activities as a bank representative. Serve as a back-up or Head Teller when needed and handle complex transactions with limited supervision. Maintain current knowledge of regulations, policies, and procedures related to personal banking and other branch operations.
Required Qualifications
- High school diploma or equivalent
- Minimum of 1 year related customer experience and sales experience
- Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
- Ability to produce individual and team sales and customer experience results
- Ability to remain focused on customer financial needs and acts with the customers priorities in mind
- Knowledgeable of the financial services industry and local community to better serve the customer
- Effective written and verbal communication skills
- Attention to detail with strong record of accuracy in handling of transactions
- Comfortable using a variety of technology software products to process transactions
- Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
- Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations
- Ability to travel for training, other development opportunities, and between branches, as needed
- Current State insurance license
- Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable
- Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance
- Close vision
- Peripheral vision
- Depth perception
- Ability to focus
- Ability to lift and/or move up to 25 pounds
Desired Qualifications
- College education
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