Personal Banker I (Client Service Associate I) Float, Community Banking Division, Winamac, IN
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Job Description
POSITION SUMMARY
To proactively service clients so that the banking center meets stated objectives in service, sales, and operations.
ESSENTIAL REQUIREMENTS
- Greets clients as they enter the banking center and identifies client needs, promotes products and services and refers clients to the appropriate business colleague if needed.
- Opens new accounts, CD's and cross-sells bank services.
- Rotates positions (i.e., CSR window) as needed in the banking center.
- Builds client loyalty; establishes client relationships, including addressing each client by name.
- Consistently delivers exceptional customer service to each and every client.
- Adheres to established bank policies, procedures and guidelines.
- Participates in retail sales programs to help meet personal and banking center goals.
- Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
- Assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work) as requested.
- In absence of Banking Center Manager, may serve as backup if needed.
- Responsible for the completion of all 1 Source University and compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
Three (3) - four (4) years of retail banking experience required.
Cash handling experience required.
Balancing vault and ATM experience required.
Ability to respond and assist customers with inquiries and/or problem resolution.
Customer service and sales oriented.
Careful attention to detail and time management.
Good listening and verbal and communication skills.
Good PC skills.
Ability to cross-sell bank products and services.
Highly motivated.
Ability to work in a team atmosphere.
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
Ability to handle multiple tasks in a fast-paced environment.
EDUCATION
One (1) - three (3) years college preferred.
TRAVEL REQUIREMENTS
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.