Frontline Personal Banker: Customer Experience & Accounts

Beal Bank; Scottsdale (AZ); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health benefits

401K matching

11 paid holidays

Vacation days

Bonus potential

Job summary

Beal Bank is seeking a Personal Banker / Retail Banking Specialist in Scottsdale, AZ to provide frontline support and service to current and potential customers. You will process transactions, open/close accounts, and help maintain branch operations with a focus on accuracy and compliance.

Ideal candidates bring 2–4 years of customer service experience, strong communication skills, and the ability to learn banking software.

Qualifications

• Minimum 2-4 years customer service experience.
• High School diploma or equivalent.
• Proficiency with 10-key touch and Microsoft Office, with the ability to quickly learn banking software applications.
• Knowledge of, or the ability to quickly learn, banking products, services, policies, procedures, and regulatory guidelines.
• Strong attention to detail and commitment to data accuracy.
• Excellent organizational skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment.
• Effective problem-solving, critical-thinking, and decision-making skills.
• Outstanding written and verbal communication and active listening skills.
• Strong customer service orientation with the ability to remain composed and maintain a positive attitude when interacting with customers and internal team members.
• Ability to maintain confidentiality, follow directions, and apply established policies, procedures, and guidelines.
• Reliable attendance and punctuality.
• Adaptability to change.
• Professional appearance and demeanor.
• Self-motivated team player with strong interpersonal skills.
• Overnight and out of town travel is possible on occasion.

Responsibilities

• Process a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations.
• Teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Performs opening, closing, and other branch servicing duties. Balancing cash drawer, assist with cash vault balancing, opening and processing of incoming mail, completing logs, reports, some audits and control checks while maintaining a neat and organized work area.
• Answer incoming phone calls, address customer questions and concerns and escalates any problems to appropriate internal resources for resolution as appropriate.
• Imaging of customer documents and quality control check of documents once imaged.
• Enhances customer satisfaction and the professional reputation of the Bank, by warmly greeting, engaging, and developing good professional relationships with customers.
• Practices branch security procedures and protects customer confidentiality and privacy.
• Actively participate in CRA activities to ensure that all required monthly goals are met.
• Performs other job-related duties or special projects as assigned.

Skills

Customer service

Attention to detail

Communication skills

Problem-solving

Team player

Adaptability

Attendance punctuality

Confidentiality

Organizational skills

Multitasking

Education

High School diploma or equivalent

Tools

10-key entry

Microsoft Office

Banking software

Job description

Beal Bank is seeking a Personal Banker / Retail Banking Specialist in Scottsdale, AZ to provide frontline support and service to current and potential customers. You will process transactions, open/close accounts, and help maintain branch operations with a focus on accuracy and compliance.

Ideal candidates bring 2–4 years of customer service experience, strong communication skills, and the ability to learn banking software.