Personal Banker

Citizenbank; Town of Genesee (NY); On-site; USD 40,000 - 50,000; Full time

Job summary

Citizens Bank in Genesee, NY is seeking a full-time Personal Banker to join our branch team. You will build relationships with customers by handling non-lending transactions, opening accounts, and supporting daily banking needs with accuracy and courtesy.

The role emphasizes cross-selling, ensuring compliance, and delivering a seamless banking experience while handling deposits, transfers, and account inquiries.

Qualifications

• High School Diploma or GED required.
• 1–2 years in banking or related field preferred.
• Strong customer service and professional communication skills.
• Basic computer skills: Word, Excel, Internet and e-mail.
• Bilingual candidates are encouraged to apply.

Responsibilities

• Represents the Bank to customers in a courteous, professional manner.
• Opens/closes savings, checking, money market and CD accounts and cross-sell banking products.
• Processes deposits, withdrawals, loan payments, money orders, and cashier’s checks.
• Answers the phone and assists customers as needed.
• Maintains security controls to protect against fraud and risk.
• Assists customers with account inquiries and digital banking access.

Skills

Customer service

Cash handling

Cross-selling

Communication skills

Teamwork

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Internet & Email

Job description

Overview

At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We are seeking a full-time Personal Banker to join our Genesee Branch team.

Hours / Schedule

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

38-40 hours per week

Hours may change at any time based upon business needs

Description

The individual is responsible for building relationships with customers by handling non-lending transactions. 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 transactions including 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
• Bilingual candidates are encouraged to apply.
• 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 the following URL: https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf