Float Personal Banker

Citizens State Bank; Fishers (IN); On-site; USD 38,000 - 54,000; Full time

Job summary

Citizens State Bank in Carmel, Indiana is seeking a Floating Personal Banker to deliver high-quality service across multiple branches on an as-needed basis. The role involves assisting customers with personal and business banking products and supporting day-to-day operations across locations.

You will move between branches, establish relationships, understand financial goals, and promote checking and savings accounts, loans, and cards while maintaining confidentiality and compliance.

Qualifications

• High school diploma or equivalent.
• Successful completion of in-house training program for PBI and PBII.
• Strong interpersonal communication and computer skills.
• Willingness to move between branches as needed.

Responsibilities

• Provide personalized service to customers, answering inquiries, and assisting with day-to-day banking needs.
• Build and maintain strong relationships with customers by understanding their financial goals and recommending appropriate solutions.
• Address customer concerns and resolve issues promptly, ensuring a positive experience for every customer.
• Promote and sell banking products, including personal and business checking and savings accounts, loans, credit cards and line of business products and partners.
• Assist customers with account opening, closing, maintenance and other banking transactions.
• Provide support to various branches based on operational needs, ensuring smooth banking services in all assigned locations.
• Flexibility in moving between branches depending on staffing needs, vacations or special circumstances.

Skills

Customer service

Interpersonal communication

Relationship building

Computer skills

Cash handling

Education

High school diploma or equivalent

Tools

Mobile banking

Online banking

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Float Personal Banker

Carmel, IN, US

Position Overview:As a Floating Personal Banker, you will provide high-quality customer service, assist clients with a variety of personal and business banking products, and support multiple branches on an as-needed basis. You will be expected to work in different locations ensuring smooth operations and consistent service delivery. The Floating Personal Banker role provides a dynamic work environment where you can build relationships, support customers, and develop a wide range of banking skills across different locations.

Primary Duties:

• Provide personalized service to customers, answering inquiries, and assisting with their day-to-day banking needs
• Build and maintain strong relationships with customers by understanding their financial goals and recommending appropriate solutions
• Address customer concerns and resolve issues promptly, ensuring a positive experience for every customer
• Promote and sell banking products, including personal and business checking and savings accounts, loans, credit cards and line of business products and partners
• Assist customers with account opening, closing, maintenance and other banking transactions
• Provide support to various branches based on operational needs, ensuring smooth banking services in all assigned locations
• Flexibility in moving between branches depending on staffing needs, vacations or special circumstances
• Ensure that all transactions are conducted in compliance with bank policies, regulations and procedures
• Safeguard client information and ensure confidentiality
• Work closely with branch teams to support day-to day operations and maintain high customer service standards

Requirements:

• Career minded individuals that want to join an organization where they can gain experience and build a career. Citizens State Bank provides career paths and development plans to get you where you want to go.
• High school diploma or equivalent.
• Successful completion of in-house training program for PBI and PBII.
• Good interpersonal communication and computer skills.
• Cash handling skills preferred but not required.
• Comfort with technology such as mobile services and online-banking services

NOTE: This job description is not intended to be all-inclusive, other duties may be assigned.