Personal Banker I

Position Description

Title: Personal Banker I

Department: Retail Banking

Reports to: Branch Manager

Supervises: None

Classification: Non-exempt

Date Prepared: June 17, 2026

Summary / Objective

The Personal Banker is responsible for providing exceptional customer service by using excellent, in-depth knowledge of company products, understanding the customer’s unperceived needs, and communicating effectively with team members.

Experience & Education Requirements:

• Bachelor’s degree or equivalent sales & service experience
• Good interpersonal, communication & computer skills
• Multilingual speaking preferred

Essential Job Functions:

• Provides a complete range of customer service including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
• Responsible for providing comprehensive electronic banking support to customers
• Proactively interviews customers to identify all their perceived and unperceived financial needs
• Working accurately and efficiently with strong written and verbal skills to complete transactions within a reasonable period of time
• Maintains knowledge of branch policies and procedures
• Participates in activities for generating new business such as special events
• Successfully completing IRA and CD transactions; handling “teller transactions” as part of working with the customers to satisfy their needs
• Deliver clarity to customers through simplicity, guidance, and know-how
• Interface with customers via telephone or in person
• Must be able to support multiple branch locations as needed
• Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses
• Contributing to the achievement of goals through individual and group efforts and by offering ideas for improving processes and exceeding customer expectations