C

Personal Banker

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Number of Applicants

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Job Description - Personal Banker

Essential Functions



  • Meet and greet customers.

  • Open new and revise existing accounts: checking, savings and certificates of deposit (including IRAs) while following procedures prescribed in the Bank's Customer Identification Program.

  • Assist customers with online banking needs including initial set up and troubleshooting.

  • Manage deposit account relationship.

  • Cross-sell the Bank's services and products.

  • Research and verify account information for customer inquiries, quote products and rates.

  • Assist customers with check orders, debit cards, safe deposit box services, and wires.

  • Process collection items.

  • Assist customer with Debit Card Disputes for unauthorized charges.

  • Accept loan applications.

  • Process approved loans including funding, scanning, and indexing.

  • Procures information necessary to complete loan package and documentation requirements, (i.e., financial statements, tax returns, appraisals, lien searches, collateral verification)

  • Identifies and prepares documentation for new loans and renewals.

  • Prepares payoff quotes and forwards to lenders and/or client.

  • Prepare board reports for Senior Officers.


Additional Responsibilities



  • Other duties as assigned.


Required Education, Experience, and Skills



  • High school diploma or equivalent preferred; College Degree a plus

  • One year's banking experience, preferably as CSR or Loan Assistant.

  • Understanding of responsibilities under the Bank Secrecy Act; participate in initial and periodic training.

  • Interpersonal skills to represent the Bank positively with customers and other employees.

  • Professional appearance, dress, and attitude.

  • Ability to maintain confidentiality of Bank records and customer transactions.

  • Working knowledge of Microsoft Word and Excel.

  • Ability to lift 25 lbs.


Equipment Used



  • Computer

  • Document scanner

  • Ten-key calculator



Equal Employment Opportunity

Original job Personal Banker posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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