Community-Focused Personal Banker

Tharp Consulting; Holgate (OH); On-site; USD 36,000 - 54,000; Full time

Job summary

Tharp Consulting is seeking a Personal Banker I to open and service customer accounts and process routine banking transactions. You will educate customers on available products and digital tools, assess needs, and guide them toward suitable financial solutions.

In this role, you will refer complex cases to lending or wealth specialists, maintain strict regulatory compliance, and ensure integrity in every customer interaction and decision, supporting local community banking in Ohio.

Qualifications

• Strong customer service and relationship-building skills.
• High attention to detail and accuracy in transaction processing.
• Working knowledge of banking regulations and compliance standards.
• Clear communication skills for explaining products and digital tools.
• Ability to identify needs and route customers to the right specialists.
• Commitment to integrity and community-focused, local decision-making.

Responsibilities

• Open and service customer accounts.
• Process deposits, withdrawals, and other banking transactions accurately.
• Educate customers on products, digital tools, and financial solutions.
• Assess customer needs and provide appropriate guidance.
• Make referrals to specialists for lending and wealth services.
• Maintain compliance with banking regulations and internal policies.
• Ensure integrity in all customer interactions and decisions.

Skills

Customer service

Relationship building

Attention to detail

Regulatory compliance

Communication

Needs assessment

Referral to specialists

Integrity

Digital tools knowledge

Job description

Tharp Consulting is seeking a Personal Banker I to open and service customer accounts and process routine banking transactions. You will educate customers on available products and digital tools, assess needs, and guide them toward suitable financial solutions.

In this role, you will refer complex cases to lending or wealth specialists, maintain strict regulatory compliance, and ensure integrity in every customer interaction and decision, supporting local community banking in Ohio.