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Job Description
The Personal Banker performs functions within their scope of authority and expertise to provide high levels of customer service and responsiveness. Responsibilities include:
- Participating in individual, team, and bank goals as set by the branch manager.
- Opening all types of accounts and assisting customers with existing relationships.
- Performing account maintenance and processing requests.
- Demonstrating knowledge of bank products and services to offer tailored solutions.
- Proactively promoting bank products and services within the branch, at off-site events, and in the community.
- Maintaining relationships and initiating new ones through outbound calls.
- Responding to customer inquiries and complaints promptly and diplomatically.
- Staying current on market conditions, products, updates, and new technologies.
- Providing notary services as needed.
Skills and Experience
- Superior customer service skills and quality assurance.
- Ability to identify customer needs and suggest solutions or cross-sell services.
- Processing transactions such as deposits, withdrawals, payments, and cash handling.
- Adherence to internal controls, policies, and regulatory compliance.
- 1-2 years of customer service experience, cash handling preferred.
- High school diploma or GED required.
- Computer skills; knowledge of Microsoft products a plus.
- Fluency in a second language is beneficial.
Additional Requirements
- Minimum age: 17
- Background checks: criminal and credit
Job Details
- Seniority level: Entry level
- Employment type: Part-time
- Job function: Finance and Sales
- Industry: Banking