Personal Banker: Client Solutions & Service Pro

American Momentum Bank; Tampa (FL); On-site; USD 38,000 - 54,000; Full time

Job summary

American Momentum Bank in Tampa, FL is seeking a Personal Banker to recognize and meet client needs by proactively selling and cross-selling bank products and services. You will provide excellent customer service, handle routine account maintenance, and resolve client issues to support branch goals.

Responsibilities include cash handling, opening new accounts, processing deposits and withdrawals, and ensuring accuracy in daily transactions.

Qualifications

• High school degree or GED is required.
• 1+ year of experience in a financial institution as a personal banker and teller.
• Knowledge of banking policies and state and federal regulations.

Responsibilities

• Be the friendly front-line contact for all bank clients.
• Handle cash and branch transactions in accordance with policies.
• Process deposits, withdrawals, checks, money orders, and other negotiable items.
• Open new accounts, perform service requests, and respond to customer needs.
• Help clients reach best solutions by understanding their needs and bank products.

Skills

Polite and courteous

Customer service

Sales skills

Software literacy

Product knowledge

Sales techniques

Education

High school diploma or GED

Job description

American Momentum Bank in Tampa, FL is seeking a Personal Banker to recognize and meet client needs by proactively selling and cross-selling bank products and services. You will provide excellent customer service, handle routine account maintenance, and resolve client issues to support branch goals.

Responsibilities include cash handling, opening new accounts, processing deposits and withdrawals, and ensuring accuracy in daily transactions.