Personal Banker: Client Trust & Banking Solutions

Paylocity; Saint Joseph (MI); On-site; USD 36,000 - 48,000; Full time

Job summary

Paylocity is seeking a Personal Banker who delivers exceptional client service, promptly processes transactions, and actively promotes bank products and referrals. You will support retail customers and help develop new business opportunities through relationship building.

In this role you will handle deposits, withdrawals, loan payments, checks, and transfers with accuracy while following security protocols.

Qualifications

• High School Diploma or GED or working toward.
• Ability to work with the public and provide client service.
• Strong math and communication skills.

Responsibilities

• Provide exceptional client service and promote bank products.
• Process deposits, withdrawals, loan payments, and transfers.
• Ensure accuracy and security of transactions.
• Maintain confidentiality and comply with policies.
• Attend Frontline Meetings and support other branches as needed.

Skills

Customer service

Cash handling

Communication

Multitasking

Education

High School Diploma or equivalent

Job description

Paylocity is seeking a Personal Banker who delivers exceptional client service, promptly processes transactions, and actively promotes bank products and referrals. You will support retail customers and help develop new business opportunities through relationship building.

In this role you will handle deposits, withdrawals, loan payments, checks, and transfers with accuracy while following security protocols.