Personal Banker

Shore United Bank; Fredericksburg (VA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading bank in Fredericksburg is seeking a full-time Personal Banker to assist clients with their banking needs. This role involves building long-term relationships with clients, providing tailored banking solutions, and ensuring excellent customer service. The ideal candidate will have a strong background in banking and customer service, with a focus on client satisfaction. Join a supportive team environment that values community involvement and offers growth opportunities.

Benefits

Comprehensive benefits package

Paid parental leave

401k savings plan with up to a 4% company match

Employee Stock Purchase Plan

Generous paid time off and paid sick time

Qualifications

• 3 years’ experience in banking with an understanding of consumer lending.

Responsibilities

• Assist clients in managing their bank accounts and finances.
• Provide tailored banking solutions and maintain client relationships.
• Aid customers in opening and managing bank accounts.

Skills

Customer Service

Relationship Management

Education

High school diploma/GED equivalent

Job description

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Shore United Bank is seeking a full-time Personal Banker to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances. They understand the banking industry and have detailed knowledge of different investment and savings products available to clients. The Personal Banker’s responsibilities include working closely with clients to determine their banking needs and to provide individualized service by providing tailored banking solutions. The Personal Banker must successfully build and maintain long-term relationships with clients and be able to resolve issues regarding client accounts, effectively and efficiently, to ensure maximum client satisfaction.

Essential Functions Include

• Aid customers in opening, managing, and optimizing their bank accounts and other products.
• Ensure and maintain excellence in front-line coverage to greet and assist walk-in customers and cover the phones.
• Work closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, and Branch Lenders.
• Provide loan processing for customers based on loan authority established by Loan Policy; take applications and handle routine inquiries concerning loans, rates, and payment schedules.
• Work on Teller line as needed.
• Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
• Maintains the highest level of confidentiality with all information obtained
• Train employees on beneficial customer conversations to help the employee meet the customer’s financial needs, i.e. referral training, cross-selling, needs conversations, etc.
• Perform customer requests including but not limited to check orders, issuing debit cards, address changes, changing of business signers, fraud disputes, and safe deposit box entry.
• Open new consumer and business accounts including CD’s, IRA’s, and safe deposit boxes.
• Provide superior customer service through conversation to identify additional client needs, in-person and over the phone.
• Help conduct and attend Branch Team Meetings.
• Maintains the highest level of confidentiality with all information obtained.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
• Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.
  
  

Location: Downtown Fredericksburg Branch - 425 William St. Fredericksburg, VA 22401

Position Type/Expected Hours Of Work

• Full-time.
• Non-exempt.
• Days of Work: Monday-Saturday (Rotating Saturdays, closed Sundays).
  
  

Required Education And Experience

• High school diploma/GED equivalent.
• 3 years’ experience in banking with an understanding of consumer lending
  
  

Compensation

• The full pay range for this position is $22.50 to $26.50 hourly. Candidates can expect this role to start at $22.50 with prior banking experience.
• Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
  
  

Company Benefits

• Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
• Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
• Paid parental leave
• 401k savings plan with up to a 4% company match
• Employee Stock Purchase Plan
• Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
• Opportunity for growth and advancement
• Paid training program and continuous training sessions throughout the year on various topics
• Generous paid time off and paid sick time
• Community involvement opportunities
  
  

Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.

Shore United Bank: Good things are happening here.

Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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