Personal Banker

Citizens-Bank---Wi; Town of Eagle (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

Citizens Bank in Eagle, Wisconsin is seeking a full-time Personal Banker to join the Eagle Branch team. The role focuses on building relationships with customers by handling non-lending transactions and supporting account services.

You will open and close accounts, assist with digital banking, and participate in cross-selling to help customers achieve their financial goals while upholding strict security and compliance.

Qualifications

• High school diploma or GED required.
• 1-2 years of related banking experience preferred.
• Basic computer skills and professional communication essential.

Responsibilities

• Build relationships with customers by handling non-lending transactions.
• Open/close savings, checking, money market, and CD accounts.
• Process deposits, withdrawals, and loan payments.
• Assist customers with account inquiries and digital banking.
• Cross-sell products to meet customers' financial needs.
• Maintain security controls to protect against fraud.
• Balance accounts and process wire transfers.

Skills

Relationship selling

Customer service

Professional communication

Teamwork

Confidentiality

Problem solving

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Internet

Email

Job description

Personal Banker

Full Time Eagle, Eagle, WI, US

8 days ago Requisition ID: 1917

At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a full time Personal Bankerto join our Eagle Branchteam,

Hours/Schedule*:

Business hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm

38-40 hours/week

*Hours may change at any time based upon business needs

Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.

Essential duties and responsibilities:

• Represents the Bank to customers in a courteous, professional manner
• Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer’s needs
• Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
• Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier’s checks
• Answers the phone and assists customers as needed
• Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
• Assists customers with account inquiries
• Processes wire transfers
• Processes changes of address
• Processes stop payments
• Unlocks and resets digital banking access
• Processes CD deposits and batching
• Processes account status changes
• Redeems savings bonds
• Assists customer in balancing accounts
• Orders customer checks
• Creates new CIFs
• Purchases and redeems foreign currency
• Any and all other duties as assigned

These additional duties may be assigned based upon branch needs:

• Safe Deposit Box access
• Opening and maintaining IRA and HSA accounts
• Notary services
• Accuracy
• Relationship Selling
• Teamwork

Requirements:

• High School Diploma or GED required
• 1-2 years of related experience in banking required
• Vault experience preferred
• Personal banking experience preferred
• High level of professionalism
• Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
• Professional communication skills
• High level of confidentiality
• Excellent organizational skills
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.

****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****

Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf .