Personal Banker
On-siteAlton, Illinois, United States
Job Summary
Analyze customer product usage to identify sales opportunities and referrals, then initiate contact with existing and prospective clients to outline relevant banking services and pending changes. Facilitate timely resolution of customer requests while promoting retention through community event participation and sales strategy development. Manage teller operations including overrides, debit card issuance, safe deposit boxes, and charge-offs, alongside assisting with dormant accounts, IRA/RMD management, and EOM reporting. Maintain accurate records of calling efforts and product enhancements, review marketing database reports, and respond to customer inquiries via phone and live chat. Complete assigned training and adhere to all bank policies and regulations.
Required Qualifications
- High school diploma or equivalent
- Proficiency in Microsoft Office (Word, Excel, Access, and Power Point)
- Ability to stand for up to eight hours
- Ability to hear, speak and/or signal people
- Ability to effectively communicate verbally, in writing, and in English
- Requires manual dexterity, typing, and the ability to count money and key in transactions
- Ability to practice discretion and handle confidential information in a professional manner
- Ability to perform duties independently with limited direct supervision
- Problem Solving/Analysis skills
- Ability to communicate effectively with customers and coworkers
- Written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
- Ability to explain the benefits of bank products and services and answer customer questions regarding these products and services
- Knowledge of financial institution regulations
- Ability to multitask
- Strong professional integrity in compliance with company policy, and ethical and legal standards
- General knowledge of bank procedures and how they apply to other areas of the bank
- Ability to stand for up to eight hours
- Requires bending, stooping or standing as necessary
- Requires the ability to hear, speak and/or signal people
- Effectively communicate verbally, in writing, and in English
- Requires manual dexterity, typing, and the ability to count money and key in transactions
- The employee may occasionally lift and/or move up to 25 pounds
Desired Qualifications
- Experience using Web Teller and check imaging software is a plus
- Previous customer service skills preferred
- Strong attention to detail
- Strong time management and organizational skills
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