Personal Banker I

Windsor Federal Bank; Granby (CT); On-site; USD 42,000 - 54,000; Full time

Job summary

Windsor Federal Bank in the United States is seeking a Personal Banker I to be the first point of contact for customers, offering a wide range of banking services to individuals and small businesses. You will process transactions, manage accounts, and recommend suitable financial products while building community relationships.

The role emphasizes customer service, sales, and operational accuracy, with flexible scheduling including weekends.

Qualifications

• High school diploma or equivalent with 1–2 years banking experience preferred.
• Excellent communication and interpersonal skills; team player.
• Sales and relationship-building abilities.
• Proficient computer and math skills; familiar with Word, Excel, Outlook.
• Strong attention to detail and organizational skills.
• Flexible hours including weekends as necessary.
• Professional appearance and proactive work ethic.

Responsibilities

• Provide exceptional customer service and financial solutions tailored to customers.
• Process deposits, withdrawals, check cashing, and reconcile transactions.
• Identify customer needs and cross-sell banking products.
• Build and deepen customer relationships to foster loyalty.
• Open, maintain, and close accounts in compliance with regulations.
• Assist with branch operations and guide customers in digital banking.
• Work a flexible schedule including weekends.
• Support community outreach and branch initiatives.

Skills

Customer service

Sales

Cash handling

Communication

Teamwork

Education

High school diploma or equivalent

Tools

Word

Excel

Outlook

Teller terminal

Job description

The Personal Banker I serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and small business customers. The Personal Banker I performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer. The Personal Banker I is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify opportunities to create brand awareness while promoting the Bank's products and services.

ESSENTIAL FUNCTIONS:

• Provides exceptional customer service by assisting with inquiries, resolving complaints, and offering financial solutions tailored to individuals on an as needs basis.
• Processes deposits, withdrawals, check cashing and transactions accurately and efficiently. Ensures compliance with all operational and security procedures. Balances daily transactions and reconciles discrepancies.
• Identifies customer needs and recommends appropriate financial products such as checking, savings, certificate of deposits, credit cards, and loans. Uncovers opportunities to cross-sell additional banking services as presented.
• Builds and deepens relationships with customers to foster loyalty and retention.
• Performs account opening, maintenance, and closures. Ensures compliance with all banking regulations, policies, and security standards.
• Supports branch operations, including handling escalations or assisting with administrative tasks.
• Guides customers in using digital banking tools and platforms.
• Supports the Bank and branch community efforts and initiatives.
• Ability to work a flexible schedule including weekends as needed.
• Performs other related duties as required.

REQUIRED EDUCATION / EXPERIENCE / SKILLS:

• High school diploma or equivalent, with one (1) to two (2) years of banking with sales or customer service and cash handling experience preferred, or some comparable combination of education and experience.
• Proficient oral and written communication skills, both in person and on the phone. Strong interpersonal skills. Must be a team player.
• Sales and relationship-building abilities. Strong customer service and communication skills.
• Proficient computer and math skills. Ability to operate personal computer, calculator, teller terminal. Familiar with Word, Excel, Outlook software.
• Attention to detail, excellent organizational skills, adept in technology.
• Excellent problem solver with decision making ability.
• Ability to work flexible hours, including weekends as necessary.
• Ability to receive guidance and supervision, follow work rules and work procedures; meet deadlines, punctuality, and attendance standards.
• Ability to influence people in their opinions, attitudes, or judgements about ideas or things; to motivate, convince or negotiate. Ability to deal with people beyond giving and receiving instructions such as in a team, supervisory, marketing, or counseling setting.
• Exhibits a professional appearance and demeanor. Is enthusiastic, a motivated self-starter with a strong work ethic.
• Participates in skill and knowledge building training programs offered by the Bank and/or other outside resources.

Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including paid time off, paid sick leave, holidays, participation in a 401(k) plan, and profit sharing.