Personal Banker

Southern Bank; Anna (IL); Sur place; USD 42 000 - 62 000; Plein temps

Résumé du poste

Southern Bank is seeking a Personal Banker at the Anna, IL branch. You will build relationships, assist customers with transactions, and guide clients to appropriate products and services. A customer-focused mindset and team collaboration are essential.

You will work to open accounts, handle inquiries, and promote access channels while maintaining high ethical standards and community trust.

Qualifications

• Positive and helpful attitude toward customers and colleagues.
• Strong interpersonal communication and listening skills.
• Good computer literacy and comfort with banking software.
• Commitment to excellent customer service and accuracy.

Responsabilités

• Develops new customer relationships and expands existing ones through cross-selling.
• Welcomes customers in the lobby, directing them to the right team member.
• Opens accounts, processes transactions, and resolves issues for customers.
• Proactively educates customers on access channels and services.
• Participates in community events to raise branch visibility.

Connaissances

Customer service

Communication skills

Interpersonal skills

Computer skills

Formation

High school diploma

Description du poste

Job Details: Job Location: Anna Branch - Anna, IL 62906, Position Type: Full Time, PRIMARY PURPOSE OF JOB

This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch goals and striving to make lifelong relationships with our customers. This position services existing customers and assists customers with transactions. As part of a team, Personal Bankers will play a vital role in living our commitment to the highest ethical standards and maintain the values trusted by our customers and communities.

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS

Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.

Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS

• Develops new customer relationships and/or retains and expands existing relationships by proactively identifying customer opportunities utilizing fundamentals of cross-selling to achieve personal and branch goals;
• Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary;
• Takes ownership of the customer experience, including opening accounts, cross-selling other products and resolving issues as appropriate;
• Builds new customer relationships through frequent interactions with customers; proactively contacts customers to ensure customer satisfaction;
• Proactively educates customers on utilizing available access channels;
• Actively participates in business development opportunities (e.g. phone out-reach, community events or groups, meetings with local businesses) to establish visibility in the community and drive business to the branch;
• Assists in resolving difficult customer situations effectively, while delivering friendly customer service and ensuring the highest level of customer satisfaction;
• Maitains thorough knowledge of bank policy and procedures required, including but not limited to processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment;
• Maitains thorough knowledge of bank regulatory requirements included but not limited to Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security;
• Maitains proficiency in all bank products and services throughout all delivery channels including; but not limited to, deposit products and electronic services as well as loan products;
• Maitains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers;
• Adheres to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addresses concerns or problems in an open manner;
• Maitains attendance with the ability to work a schedule that may include working overtime, nights, weekends and holidays;
• May be asked to assist at various branches across Southern Bank’s footprint;
• Completes and performs any other duties as assigned.

Qualifications: KNOWLEDGE, SKILLS AND ABILITIES

• Demonstrated positive and helpful attitude toward both internal and external customers;
• Good interpersonal communication skills, including the ability to use effective communication skills, understand procedures, and speak clearly to customers, employees and supervisors;
• Good computer skills;
• Excellent customer service skills.

EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS

• High school diploma or equivalent.

CORE COMPETENCIES

Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.

Rooted & Service: Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.

Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.

Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.

Applied Learning: Assimilating and applying new job-related information in a timely manner.

Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.