The work schedule is full time, 40 hours per week. No work on weekends or holidays!
SUMMARY:
As a primary contact for bank customers, Personal Bankers are responsible for developing and retaining customer relationships through providing a consistent level of exceptional service. Proactively work to develop and maintain long-standing customer relationships. Greet, listen, engage, and actively profile to ascertain your customerโs needs and present sound and mutually beneficial financial solutions. Maintain high quality personal performance and professional standards and actively request support and training as needed.
DUTIES AND RESPONSIBILITIES:
- Originate Consumer Loans for the branch
- Open, maintain or originate consumer and business deposit, savings, health, time deposit accounts, IRAs, foreign/domestic wires, safe deposit boxes, and e-banking products in an efficient manner
- Prepare associated documentation and scan for record retention purposes within required time frames
- Educate customers as to penalties, earnings, etc.
- Display exceptional customer service skills in order to gain, retain and maintain customer relationships
- Primarily responsible for developing and retaining customer relationships
- Play an integral role in bank growth by meeting customerโs needs while maintaining profitability and proactively finding opportunities to enhance customer relationships
- Identify customer needs through active listening and profiling and fulfilling their needs with appropriate products and services
- Act promptly on customer requests, follow through on commitments and obligations. Ask follow-up questions to determine if customer needs and expectations have been addressed.
- Process ACH and debit card disputes, stop payments, etc. and escalate as necessary
- May act as Teller when needed; maintain up to date training and compliance standards.
- Maintain proficient knowledge of bank products and services to effectively present the appropriate solutions to the customer
- Answer incoming calls, answer inquiries, direct calls, take messages and return call
- Complete bank training in a timely manner
- Regular and predictable attendance is an essential function of this job.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
ADDITIONAL RESPONSBILITIES
- May originate other branch consumer loans as assigned by Consumer Loan Department Manager
- May be required to work at other Foothills Bank branches due to staffing shortages
- Participate in community service and bank sponsored activities
QUALIFICATIONS:
- High School Diploma or Equivalent
- 2-5 years banking experience
KNOWLEDGE, SKILL, ABILITY:
- Ability to understand and follow written and oral instructions.
- A high level of customer service and interpersonal skills to communicate effectively throughout the bank and to represent the bank positively to current and potential customers.
- Ability to operate a computer and other standard office equipment, such as copier and fax machine.
- Proficient data entry skills.
- Thorough knowledge of or ability to learn various office software.
Company Description
At Foothills Bank, every decision we make revolves around our values.
Our Consider it Done Value Statement:
At Foothills Bank we serve our clients, community, and each other with integrity, knowledge, collaboration, and responsiveness. We strongly emphasize on both being happy and making others happy. See for yourself why our team loves working here!