Personal Banker

German American; Westerville (OH); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading company in financial services is seeking a Personal Banker in Westerville, Ohio. The role involves engaging clients in meaningful conversations, handling transactions, and providing tailored banking solutions. Ideal candidates will possess strong customer service skills and a proven track record in meeting banking goals. This position offers competitive benefits, including health insurance and paid time off.

Benefits

Medical and Dental Insurance

17 Days Paid Time Off

Education Assistance Program

Paid Family Bonding Leave

Wellness Benefits

401(k) Match

Qualifications

• Previous customer service experience is essential.
• Proven ability to meet or exceed monthly goals.
• Bilingual/Multilingual candidates are a plus.

Responsibilities

• Work face-to-face with clients and open new deposit accounts.
• Perform loan and deposit transactions.
• Assist team members and clients in problem-solving.

Skills

Customer Service

Cash Handling

Banking Software

Job description

Job Title: Personal Banker

Overview:

As a Personal Banker, you are the client’s trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services.

What You’ll Do:

• Day in the Life - Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management.
• What it Takes - To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals.You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products.

Bonus Points:

• Bilingual/Multilingual

What we can offer you:

• Medical, dental, vision, STD, LTD, Life insurance, etc.
• 17 days paid time off, 11 paid holidays and bereavement leave
• Education assistance program
• Paid family bonding leave
• Wellness benefits
• Life event coverage
• Service awards
• Financial benefits including 401(k) match, stock purchase plan, loan discounts and more
• National and local discounts on everything from computers and vacations to phones and retail shopping
• Free checking account, checks and discounted bank services

This position will be located at:

450 South State Street
Westerville, Ohio, 43081
United States

About Us:

Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.