Personal Banker

Midwest Heritage Bank, FSB; Coon Rapids (MN); On-site; USD 42,000 - 52,000; Full time

Job summary

Midwest Heritage Bank is seeking a Personal Banker to deliver friendly, accurate customer service and to develop new relationships. You will manage deposits and basic consumer loan activities, learn all products, and refer customers to insurance and investment services as appropriate.

The role focuses on proactive outreach, accurate processing, and teamwork within a community banking environment. Strong communication and organizational skills are essential.

Qualifications

• Customer-focused service and proactive relationship building.
• Knowledge of banking products and services.
• Experience with new accounts or loans is helpful but not required.

Responsibilities

• Provides friendly, efficient, and accurate assistance to customers.
• Focuses on proactive behaviors to build new relationships.
• Maintains knowledge of all products and services.
• Leverages Salesforce to manage relationships.
• Provides backup to teller line.
• Reports to work as scheduled and on time.

Skills

Customer Service

Sales

Communication

Organization

Attention to Detail

Reporting

Relations

Education

High School diploma

Experience with new accounts & consumer loans helpful

Tools

Salesforce

Job description

Additional Considerations (if any):

- At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.

Midwest Heritage Bank Job Title: Personal Banker Department: Banking FLSA: Non-Exempt General Function Originates consumer loans, opens all types of deposit accounts, and assists with maintenance as needed. Looks for opportunities to refer customers to the insurance and investment divisions. Will actively participate with community organizations and projects.

Core Competencies

• Customer Service
• Sales
• Communication
• Organization
• Attention to Detail
• Reporting
• Relations

Accountable and Reports to: Assistant Bank Manager Positions that Report to you: None

Primary Duties and Responsibilities

• Provides friendly, efficient, and accurate assistance to internal and external customers
• Focuses on proactive behaviors to build new relationships
• Maintains knowledge of all products and services
• Leverage Salesforce to manage new and existing relationships
• Provides backup to teller line
• Reports to work when scheduled and on time

Secondary Duties and Responsibilities

• Performs other job-related duties and special projects as required.

Knowledge, Skills, Abilities, and Worker Characteristics

Commitment to the Midwest Heritage mission and willingness to promote the values of the organization. Strong organizational and time management skills with the ability to prioritize multiple tasks and meet deadlines. Proficient computer skills. Microsoft Office preferred (Outlook, Power Point, Excel and Word). Good verbal and written communication skills. Strong interpersonal skills; ability to relate to and interact with people in a friendly, professional manner. Strong detail orientation including the ability to review forms for accuracy and completeness.

Education and Experience

High School diploma or equivalent. Experience with new account and consumer loans is helpful.

Physical Requirements

This position is classified sedentary/light and requires the ability to sit for long periods of time. Visual requirements include: ability to see detail at near range with or without correction. Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.

Working Conditions

The duties of this position are normally performed in a general office setting. This is a fast paced work environment. There is frequent pressure to meet deadlines and handle multiple projects in a day.

Equipment Used to Perform Job

• Computer (PC with Microsoft Office programs)
• telephone
• calculator
• telephone
• copier
• fax
• printer

Contacts

This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.

Confidentiality

This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.

Benefits

When you become an employee of Midwest Heritage, you enjoy the friendliness and direct customer care of a community bank while also enjoying the many benefits of a larger organization, Hy-Vee. Hy-Vee is one of the largest employee-owned companies in the United States.

Screening Requirements

Please note that all applicants, if presented with a conditional offer of employment, will be required to complete pre-employment screening that consists of credit and criminal. Results of these screenings will determine the confirmation of any employment offer.

Please note that all applicants, if presented with a conditional offer of employment, will be required to complete pre-employment screening that consists of credit and criminal. Results of these screenings will determine the confirmation of any employment offer.