Job Description for Associate Personal Banker:

A Associate Personal Banker is a financial professional who assists clients with a wide range of banking needs, including opening accounts, processing transactions, providing financial advice, and promoting banking products and services. Bankers play a key role in maintaining customer relationships, ensuring compliance with financial regulations, and supporting the overall success of the branch or financial institution.

Major Duties:

Assist patrons in completing everyday banking tasks such as depositing, withdrawing, and transferring money
Creating and sustaining individual and business-related financial profiles
Give recommendations on banking services such as loan products, credit card options, and savings solutions
Recognize customer necessities and propose appropriate financial solutions
Construct and uphold firm customer connections to ensure gratification and dedication
Comply with internal policies and adhere to regulations set forth by the authorities
Respond to customer concerns quickly and in a professional manner
Enable the branch to meet its sales and service goals by providing assistance and support
Maintain precise and up-to-date records and documentation

Benefits:

Protection for medical expenses, dental treatments, and vision care
Individuals should carefully consider their healthcare needs and expenses when deciding between an HSA and an FSA to choose the option that best fits their situation
Aid for mental health concerns and the option to engage with an Employee Assistance Program (EAP)
A retirement fund option known as a 401(k) plan, with an employer match to boost savings
The employee stock purchase plan allows workers to invest in their company's stock by regularly contributing a portion of their salary towards stock purchases
Incentive programs tied to performance metrics or annual bonuses are structured to encourage employees to strive for continuous improvement and success

Associate Personal Banker

Location : Wantagh, NY, 11793