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Retail Personal Banker
The Retail Personal Banker is responsible for contributing to the overall success of a Retail Banking Center by meeting or exceeding sales goals, achieving prescribed customer service levels and executing operational objectives. This position's work schedule involves evenings and occasional Saturdays and requires the lifting and movement of currency/coin packages weighing up to 25 pounds.
Successful incumbents have composure, listening skills, a drive for results, time management, are customer focused, and have the ability to develop peer relationships and possess perseverance.
a. Meet or exceed individual goals for sales and referrals. Provide remarkable customer service through all customer interactions, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
b. Responsible for developing an in-depth knowledge of retail and business products and services; sell loans and deposit products to consumer and small business customers and prospects.
c. Conduct outbound calls by using referral sources, walk-in sources, telephone or in-person calls.
d. Actively participate in sales meetings and offer creative ideas.
e. Use all sales tools, including profiling customers' needs through the use of various technologies and sales tools to ensure a consistent and valued customer experience.
f. Provide transactional customer service, including but not limited to the following: accept and process deposits, withdrawals and payments and handle other over the counter and mail transactions.
g. Must successfully complete Company's Customer Service Representative (Teller) Training and Platform Training Program (Retail Personal Banker Training).
a. Ensure compliance with applicable federal, state and local laws and regulations, and Company's policies and procedures. Ensure compliance and completion of necessary compliance related training.
b. Adhere to all Banking Center audit and compliance standards.
c. Control losses by following policies and procedures.
a. Assist in the coaching and cross training of other staff members in sales and operations as needed.
b. Assist with Customer Service Representative (Teller) responsibilities as needed.
c. Assist management with daily activities as assigned.
No relocation assistance is provided for this position.
Travel is not required of this position.
Associates Degree from an accredited college
◦ OR 60 college credits and 2 years of Customer Service experience
◦ OR High School Diploma/GED and 4 years of Customer Service experience
2 years as a personal banker or 2 years of financial services experience or 3 years of retail sales experience
1 year personal computer, system data entry or Internet search experience
As a part of our review and selection process, you may be invited to complete a Video Interview for further consideration.
We know that our employees are critical to our overall success. We are dedicated to investing in their future to maintain long-term relationships for lasting commitments. One of the ways we do this is to offer a comprehensive package of compensation and benefits programs which are regularly reviewed to maintain them at competitive levels. Your salary will be commensurate with your work experience.
Upon offer, Company conducts a comprehensive background check, fingerprint check and a drug test.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Company Incorporated (NYSE: Company) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management. Company's more than 9,000 colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Company Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Company is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
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