Personal Banker Lake Sumter FL
On-siteLeesburg, Florida, United States
Job Summary
Conduct in-branch interactions and scheduled conversations to support everyday banking needs, including account openings, service requests, and credit applications. Lead discovery-driven dialogues to understand customer goals and connect them to relevant banking products, digital tools, and solutions. Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals while maintaining compliance and operational standards. Perform cash handling and teller line activities, accurately processing transactions and adhering to defined risk controls. Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or specialists. Work a schedule that includes Saturdays and flex between cash handling and customer banking activities. Requires SAFE registration at the time of employment.
Required Qualifications
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- SAFE registration is required at the time of employment
- Ability to work a schedule that will include Saturdays
- Ability to follow policies and regulations while identifying and escalating risk concerns
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
Desired Qualifications
- Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
- Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
- Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
- Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
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