Client-Focused Personal Banker

Paylocity; Michigan; On-site; USD 36,000 - 48,000; Full time

Job summary

Paylocity seeks a Personal Banker to deliver exceptional client service, process transactions accurately, and promote banking products. You will build relationships with clients, educate them on services, and ensure security protocols are followed.

The role includes handling deposits, withdrawals, and related transactions, while maintaining confidentiality and a professional demeanor in person and on the phone.

Qualifications

• High School Diploma or GED (or working toward)
• Strong verbal and written communication skills
• Ability to work with the public and deliver friendly, professional service
• Cash handling experience preferred
• Basic math skills and ability to handle transactions accurately

Responsibilities

• Process client transactions accurately and promptly.
• Provide exceptional client service and promote bank products and services.
• Build relationships with current and new clients and refer to appropriate departments.
• Educate clients about products and services to enhance their banking experience.
• Attend weekly Frontline Meetings and implement new practices.

Skills

Customer service

Cash handling

Communication skills

Multitasking

Attention to detail

Education

High School Diploma or GED

Tools

Office equipment

Job description

Paylocity seeks a Personal Banker to deliver exceptional client service, process transactions accurately, and promote banking products. You will build relationships with clients, educate them on services, and ensure security protocols are followed.

The role includes handling deposits, withdrawals, and related transactions, while maintaining confidentiality and a professional demeanor in person and on the phone.