Personal Banker Nephi
On-siteNephi, Utah, United States
Job Summary
Build lasting customer relationships through proactive conversations and outreach to support financial well-being. Lead discovery-driven discussions to connect clients with relevant banking products, services, and digital tools. Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals. Support everyday banking needs, including new account openings, service requests, and credit applications while performing cash handling and teller line activities. Demonstrate comfort using digital tools to enhance the customer experience and deliver accurate, compliant service within defined risk controls. Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists. Work a schedule that includes Saturdays and pass required language assessments. SAFE registration is required 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
- Bilingual speaking and listening proficiency in Spanish/English
- Ability to work a schedule that may include most Saturdays
- Must take and pass required language assessment
- This position requires SAFE registration at the time of employment
- Must meet the Loan Originator requirements under Regulation Z (LO)
- Must meet applicable financial responsibility, character, general financial fitness and criminal background standards
- Must meet ongoing regulatory requirements including additional screening, if necessary
Desired Qualifications
- Customer service focus with experience handling complex transactions across multiple systems
- Experience proactively engaging with customers through outreach via phone or email
- Ability to educate and connect customer to technology and share the value of mobile banking options
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate
- Experience working with others on a team to meet customer needs
- Experience fostering and developing strong customer relationships
- Ability to build strong relationships with internal partners
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Ability to interact with integrity and professionalism with customers and team members
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Support customers and employees in resolving or escalating concerns or complaints
- 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
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
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