Personal Banker I

Sturgis Bancorp, Inc.; Sturgis (MI); On-site; USD 30,000 - 45,000; Full time

Job summary

A leading bank in Sturgis is seeking a Personal Banker I to deliver exceptional client service and promote banking products. The role involves processing transactions, building client relationships, and ensuring compliance with bank policies. Ideal candidates will have strong communication skills and a high school diploma.

Qualifications

• Prior client service experience preferred.
• Ability to work with the public and stay calm under pressure.

Responsibilities

• Provide prompt and accurate service processing client transactions.
• Build relationships with clients and educate them about banking products.
• Assist with account maintenance and daily transaction balancing.

Skills

Client Service

Communication

Cash Handling

Basic Math

Education

High School Diploma

Job description

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Summary

The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank’s products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities.

Key Responsibilities

Client Service:

• Create a positive client experience through a warm and welcoming environment that encourages relationship building. Maintain client confidentiality. Enhance client interactions for a tailored experience.
• Provide prompt, efficient, and accurate service processing client transactions while maintaining professionalism in person and over the phone.
• Build relationships with current and new clients. Anticipate their financial needs and utilize open-ended questions to uncover needs and offer suitable products and services. Connect clients to other departments as appropriate.
• Educate clients about existing, new, or enhanced products to improve their banking experience.
• Understand and implement security protocols to protect clients, staff, and the institution.

Transactional Activity

• Process deposits, withdrawals, loan payments, check cashing, and transfers. Assist with more involved transactions like loan and cash advances, cashier’s checks, and wire transfers.
• Demonstrate efficient cash handling skills and follow dual control procedures.
• Mitigate fraud by understanding client activity and following security policies.
• Assist with account maintenance tasks such as address changes, travel notifications, disputes, stop payments, and check holds.
• Balance daily transactions, verify cash totals, review work, report discrepancies, and work with the team to resolve issues.
• Comply with all bank policies, procedures, and regulations.

Miscellaneous Responsibilities

• Attend weekly meetings, implement new practices, and support branch operations.
• Assist at other branches as needed.
• Support account opening processes by collecting client information and assisting with new accounts.
• Perform other tasks as assigned.

Qualifications

• Ability to work with the public; prior client service experience preferred.
• Cash handling experience preferred.
• Effective communication skills with team, internal partners, and clients.
• Basic math skills and ability to perform transactions.
• Ability to stay calm and professional during busy periods and handle multiple tasks.
• Proficiency with office equipment and technology.

Education and Experience

High School Diploma or equivalent, or working towards it.

Work Environment

Moderate to high activity levels with multiple tasks; minimal noise levels; interaction with internal and external sources under various conditions.