Personal Banker I

Personal Banker I provides services to customers and prospective customers, opening various accounts (checking, savings, CDs, IRAs) and cross-selling bank products. The role emphasizes sales (approximately 50% of duties) through in-person sessions, phone, written correspondence, and external calls, while also handling banking service tasks (approximately 45%) such as answering questions, resolving technical problems with accounts, and performing bookkeeping tasks like balancing/reconcilement. Additional duties include processing special requests (closing accounts, issuing statements, safe deposit box procedures, PIN changes), maintaining records of sales production, ensuring compliance with bank operations and security, and supporting tellers and account maintenance. The position requires strong product knowledge, the ability to refer customers to Wealth Management and lending services, and ongoing professional development in banking regulations and customer service excellence.