Personal Banker

• Deliver an excellent customer experience both in person and over the phone to ensure we meet customers’ financial needs
• Actively listen to our customers so you can make appropriate recommendations that match their needs
• Educate customers on a variety of retail products and digital solutions that improves their financial wellness
• Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
• Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified
• Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
• Identify complex financial needs and refer customers to bank specialists when appropriate

• High School diploma or equivalent combination of education and experience required
• 1+ years sales or customer service experience required
• Experience working in an environment with individual and team sales goals preferred
• Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone
• Ability to meet personal and branch sales and customer services expectations
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
• Proficient with Microsoft Word, Excel and Outlook

Experience working in an environment with individual and team sales goals

• Employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits
• performance-based incentive plan(s)