Personal Banker Floater

JOB SUMMARY

The Personal Banker I (PB I) is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results. The PB I makes a positive impact in the lives of our customers by building strong relationships and learning about their financial needs. The PB I will establish all types of accounts and take credit applications from our customers. The PB I possess a strong passion to succeed and engages with prospects to develop new business and deepen the relationship of our existing customers while delivering exceptional quality service.

Personal Bankers devote much of the day to building long term relationships with customers in person and by phone. Floaters may be moved from branch to branch within their assigned region to provide coverage, as needed.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. incumbent may be required to perform other related duties, as assigned including cross training across other departments, as necessary. in addition, incumbent may be required to rotate between banking centers. as needed.

• Provides a welcoming environment and communicates professionally and effectively with customers and other members of the team
• Displays passion for serving others and consistently executes exceptional quality service
• Applies strong critical thinking and problem-solving skills to resolve and or identify financial solutions for new and existing customers
• Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross- selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.)
• Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management
• Assist teller line as needed and maintains and balances the cash drawer by accounting for cash assigned, received and disbursed
• Maintains current knowledge and adheres to all new account’s compliance rules/regulations and internal audit controls related to banking center lobby operations
• Participates in job specific training and other various Bank training programs, as necessary
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML