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

Personal Banker

Location : Glendora, CA, 91740