Personal Banker (Full-Time)

Davita Inc.; Lincoln (NE); On-site; USD 35,000 - 55,000; Full time

Job summary

A leading company is seeking Personal Bankers to join its team in Lincoln, Nebraska. This full-time role focuses on building strong customer relationships, processing transactions, and leading sales initiatives. Ideal candidates will have experience in banking and sales, with a commitment to excellent customer service.

Qualifications

• Previous banking and/or demonstrated sales experience.
• Proven abilities in cross-selling products.
• Basic math and proficient computer skills required.

Responsibilities

• Provide exceptional service and process financial transactions.
• Build customer relationships to uncover account needs.
• Lead sales efforts and support branch management.

Skills

Customer Service

Sales

Cross-Selling

Basic Math

Computer Skills

Job description

Description

Position Summary: The Personal Bankers builds and maintains strong customer relationships. They provide exceptional service, process transactions, place customers in appropriate account, cross-sell other bank services and refer customers to other departments as appropriate. The primary focus of this role is to be a leader in sales behind the teller line.

Branch Hiring:

• Pine Lake: Full-Time (40 Hours), Monday - Friday 8:30 AM - 5:00 PM


• South 84th: Full-Time (40 Hours), Monday - Friday 7:30 AM - 4:00 PM


• North 27th: Full-Time (40 Hours), Monday - Friday 8:30AM - 5:00PM


• Fallbrook: Full-Time (40 Hours), Monday - Friday 9:30AM - 6:00PM


• Union Bank Place: Full-Time (40 Hours), Monday - Friday 8:30AM - 5:00PM

Essential Functions:

• Embrace the Union Bank culture by delivering a high level of customer service and professionalism.


• Accept and accurately process all financial transactions.


• Assist customers with all account requests.


• Proactively build customer relationships to uncover account and lending needs.


• Lead by example, support and assist branch in achieving goals set by management on a consistent basis.


• Review and maintain knowledge of products, fees and policies, and stay current on offerings for product suggestions.


• Research and resolve customer questions and concerns in a timely manner.


• Proactively participate in ongoing trainings, coaching, and mandatory meetings to ensure continued growth.


• Demonstrate compliance with all bank regulations for assigned job functions that apply to designated job responsibilities.


• Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.


• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.


• Regular and reliable attendance is an essential function of this position.


• Perform other job related duties as assigned.

Qualifications:

• Previous banking and/or demonstrated sales experience.


• Proven abilities in cross-selling Union Bank's products, services and referrals.


• Basic math and proficient computer skills.


• Cash handling and customer service experience preferred.

Working Environment:

• Indoor work - not exposed to outdoor elements or hazards.


• Ability to stand and/or walk for prolonged periods of time.


• Some sedentary work lifting and/carrying up to 50 lbs. occasionally.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.