Job Description - Personal Banker



Full-time


Description

Are you passionate about helping people achieve their financial goals while building meaningful relationships in your community?

CBI Bank & Trust is seeking a customer-focused, motivated Personal Banker to join our team. As a Personal Banker, you'll serve as a trusted financial resource for our customers by providing outstanding service, identifying banking solutions, and helping individuals and families make informed financial decisions.

If you enjoy working with people, thrive in a sales and service environment, and are looking for an opportunity to grow your banking career with a community-focused organization, we'd love to hear from you.

What you'll do

  • Build strong relationships with customers by providing exceptional service during every interaction.
  • Help customers select and open deposit accounts that best fit their financial needs.
  • Identify opportunities to recommend additional bank products and services.
  • Perform account maintenance and assist with customer inquiries and account-related requests.
  • Process consumer loan applications, gather supporting documentation, and assist with loan closings.
  • Conduct proactive outreach to existing and prospective customers to deepen relationships and grow business.
  • Partner with Mortgage Lending, Commercial Banking, Wealth Management, and other business lines to connect customers with specialized financial solutions.
  • Resolve customer concerns professionally and efficiently.
  • Assist with safe deposit box services and other branch operations as needed.
  • Support branch sales and service goals through relationship building and customer engagement.
  • Maintain compliance with all bank policies, procedures, and regulatory requirements.

Requirements

What We're Looking For

  • High school diploma or equivalent required.
  • Previous banking, retail sales, financial services, or customer service experience preferred.
  • Strong communication and relationship-building skills.
  • Passion for helping customers and delivering an outstanding customer experience.
  • Ability to identify customer needs and recommend appropriate solutions.
  • Strong organizational skills and attention to detail.
  • Working knowledge of Microsoft Office products, including Word, Excel, and Outlook.
  • Ability to work independently while contributing positively to a team environment.
  • Consumer lending experience and knowledge of banking products and services preferred.

Why CBI Bank & Trust?

At CBI Bank & Trust, we're committed to investing in our employees and creating an environment where team members can thrive personally and professionally. We believe our success starts with our people.

Benefits & Perks

  • Medical, Dental & Vision Insurance
  • 401(k) with Company Match
  • Generous Paid Time Off
  • Employer-Paid Life Insurance
  • Short-Term & Long-Term Disability Coverage
  • Professional Development Opportunities
  • Community Involvement Opportunities
  • Supportive and Collaborative Team Culture

Join Our Team

At CBI Bank & Trust, you'll have the opportunity to make a meaningful impact every day by helping customers achieve financial success while building rewarding relationships throughout the communities we serve.


Salary Description

$18 - $22

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