Personal Banker I

Firstbank Southwest; Amarillo (TX); Presencial; USD 42 000 - 54 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

401k with employer match

Paid time off

Resumo da oferta

FirstBank Southwest is seeking a Personal Banker I in Amarillo, TX. The role involves opening accounts, processing loans, and serving as the primary bank contact for customers.

Requires a High School Diploma/GED and 3 years of banking experience. You will develop customer relationships, identify opportunities for growth, resolve issues, and support teller operations as needed.

Qualificações

• High School Diploma or GED required; 3+ years in banking preferred.
• Strong customer service and communication skills essential.
• Demonstrated ability to identify cross-sell and referral opportunities.

Responsabilidades

• Open and service deposit accounts; input, close and fund loans.
• Develop and maintain long-term customer relationships.
• Address customer complaints and escalate when needed.
• Assist in handling IRA accounts, transfers, rollovers, and distributions.
• Process deposits, withdrawals, and teller cash flow.

Conhecimentos

Customer service

Relationship building

Cross-selling

Formação académica

High School Diploma/GED

Ferramentas

Microsoft Office (Word/Excel)

Descrição da oferta de emprego

Job Details: Level: Experienced, Job Location: Wolflin - Amarillo, TX, Position Type: Full Time, Education Level: High School, Salary Range: Undisclosed, Travel Percentage: None, Job Shift: Day, Job Category: Retail Banking,

Job Summary

The Personal Banker I will open various deposit accounts; input, close and fund consumer loans, as well as serve as the Banks primary contact.

Education/Experience

• High School Diploma/GED and 3 years' experience in banking

Job Specific Responsibilities

• Recognizes and discovers financial needs of customers and works to find the best solutions for each.
• Develops and maintains positive long term relationships with customers.
• Listens to and resolves customer complaints. If needed, escalates to branch manager or Personal Banker II.
• Prepares new IRA’s, transfers, rollovers, conversions, death claims, contributions, and distributions of IRA’s.
• Processes deposits, withdrawals, and cash flow at a teller window as needed.
• Opens checking, savings, money market and certificates of deposit accounts.
• Orders check and ATM/Debit cards and provides starter checks for new accounts.
• Displays knowledge and proficiency in explaining, selling, and administering products.
• Analyzes customer information to identify opportunities for growth and expansion of services. Identifies cross-selling and referral opportunities.
• Understands required documents to open consumer and business accounts.
• Maintains knowledge of consumer and business ownership types.
• Assists customers with card disputes, fraudulent activity, and stop payment processes.
• Backs up the teller area when needed.
• Originates, processes, and closes consumer loans.
• Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements (knowledge of the CIP and Beneficial Ownership process).
• Maintains current knowledge and consistent compliance with other banking Regulations and bank policies and procedures related to the position.
• Other duties as assigned.

Required Technical Knowledge

• General computer skills
• Microsoft Office, specifically Word and Excel

Expectations of an Employee

• Treat all customers and fellow employees with respect
• Exceed customer expectations
• Meet customer needs
• Conduct interactions with honest, ethical, and strong moral principles
• Perform at the highest level
• Take responsibility for actions
• Do what is expected
• Lead by example
• Work as a team
• Efficiently share information in a collaborating and proactive manner
• Pay attention to detail
• Solve problems
• Make sound decisions
• Manage time effectively
• Prioritize effectively
• Perform multiple tasks simultaneously
• Show up for work and be on time
• Comply with all laws and regulations
• Complete all required training

Supervisory Responsibilities

None

Amount of Travel

None

Physical Requirements

• May need to sit for long periods of time
• Sustained visual concentration while working at the computer
• Typing on a keyboard for long periods of time
• Handle high stress environment

Benefits Include

• Medical, Rx, Dental, and Vision insurance
• HSA, FSA, and Limited FSA
• Employer paid and voluntary Life Insurance/AD&D
• Short-Term Disability
• Long-Term Disability
• Accident/Hospital Indemnity/Critical Illness voluntary plans
• Identify Theft Protection
• 401k with employer match
• Vacation, Sick Leave, and Holiday pay
• Tuition Reimbursement
• Gym membership discounts
• Annual payrate increases
• Incentive based bonuses

It is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer. :