Personal Banker

Personal Banker

Role Overview:

A Personal Banker plays a key role in supporting clients with a variety of banking services, including account opening, transaction processing, financial guidance, and promotion of banking products and services. This position is important for maintaining strong customer relationships, ensuring regulatory compliance, and contributing to the overall success of the financial institution.

Benefits:

• Health, dental, and vision insurance coverage
• Difference between HSA and FSA: HSA funds roll over yearly and can be invested, while FSA funds typically must be used within the plan year or grace period
• Employee Assistance Program (EAP) providing mental health and wellness support
• 401(k) retirement plan with employer matching contributions
• Employee Stock Purchase Plan (ESPP) allowing employees to purchase company stock at a discounted rate through payroll deductions
• Performance-based incentive programs tied to individual and branch achievements

Key Responsibilities:

• Assist customers with everyday banking transactions such as deposits, withdrawals, and fund transfers
• Open and manage personal and business banking accounts
• Provide information on banking products including loans, credit cards, and savings options
• Identify customer needs and recommend appropriate financial solutions
• Build and maintain strong customer relationships to ensure satisfaction and loyalty
• Comply with internal policies and applicable government regulations
• Handle customer complaints in a timely and professional manner
• Support branch sales and service objectives through collaboration and assistance
• Maintain accurate and well-organized records and documentation

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