2607-14 Personal Banker

Tennessee Bankers Association; Nashville (TN); On-site; USD 42,000 - 52,000; Full time

Job summary

TNBANK in Nashville, TN, is seeking a Personal Banker to build and expand customer relationships through sales and referrals. You will manage teller staff, foster a positive environment and ensure customer satisfaction through a hands-on approach.

Responsibilities include engaging customers to identify needs, promoting banking products, handling inquiries, and supporting business development with outside calls; adherence to policies and compliance.

Qualifications

• High school diploma or equivalent.
• Six months or more teller cash handling and sales experience, especially cross-marketing products.
• Excellent interpersonal and communication skills.
• Good understanding of financial products and services.
• Strong organizational skills.
• Willingness to travel.

Responsibilities

• Achieve customer engagement and service goals.
• Engage customers to identify needs and explain available banking products.
• Answer inquiries online, by phone, and in person.
• Use online banking systems and card platforms to provide service.
• Develop business by making outside sales calls on customers and prospects.
• Refer loan services to specialists and participate in training meetings.

Skills

Sales

Customer service

Communication

Cross-selling

Education

High school diploma

Tools

Online banking systems

Debit/Credit card systems

Job description

TNBANK

Personal Banker

We are looking for a talented Personal Banker to establish new and increase existing customer account relationships through sales and referrals. You will manage teller staff, foster a positive environment and ensure customer satisfaction. The successful candidate will have a hands‑on approach and will be committed to the expansion and success of the business by implementing strategies that increase productivity and enable sales targets achievement.

Specific Job Functions

• Responsible for achieving established customer engagement and service goals.
• Provides a range of customer service at the financial institution, engaging with customers to identify needs, explaining available financial institution products and services.
• Answers online, telephone and in person inquiries.
• Daily use of online banking systems, debit card, credit card, check ordering, and other partner systems to provide high level of service to customers.
• Responsible for business development (making outside sales calls on customers and potential customers).
• Identifies customer needs and actively refers loan services to appropriate financial institution specialists.
• Participates in sales, service and product training meetings.
• Follows policies and procedures related to retail and lending.
• Performs Teller duties when necessary.
• Responsible for ensuring compliance with BSA/AML/OFAC policies, procedures, and processes as it pertains to their role in the Bank.
• Other duties as assigned by supervisor.

Job Requirements

• High school diploma or equivalent
• Six months or more experience in the teller function or cash handing, as well as sales experience, particularly in cross-marketing products and services.
• Excellent interpersonal and communication skills.
• Good understanding of financial products and services.
• Strong organizational skills
• Must be willing to travel

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.