Personal Banker II

Blue Ridge Bank; Charlottesville (VA); On-site; USD 37,000 - 56,000; Full time

Job summary

Blue Ridge Bank is seeking a Personal Banker II to assist customers with transactions, new accounts, and referrals, delivering a high-touch, personalized banking experience. The role requires a basic understanding of banking procedures and strong customer service skills to meet targets.

The position emphasizes relationship building, compliance with BSA/AML and privacy rules, and opportunities for growth across the branch team.

Qualifications

• High School Diploma required; additional banking qualifications a plus.
• 1+ years experience as teller or personal banker.
• Sales experience focused on cross-selling products and services is required.

Responsibilities

• Deliver exceptional customer service while performing customer transactions and inquiries.
• Process cash deposits, withdrawals, checks, transfers, and balance inquiries.
• Achieve and exceed sales targets for deposits, loans, and other banking products.
• Acquire, retain, and satisfy customers; execute campaigns and initiatives.
• Ensure efficient daily operations with bank policies and internal controls.
• Resolve customer issues and complaints in a timely manner.
• Cultivate strong relationships and ensure compliance with banking regulations.

Skills

Customer service

Banking products

Regulatory knowledge

Independent judgement

Relationship building

Communication skills

Problem solving

Analytical skills

Cash handling

Cross-selling

Education

High School Diploma

Job description

Salary Range: $37,300 to $55,900

(https://www.mybrb.bank/about/careers.html)

Company Summary

Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide.

At Blue Ridge Bank our purpose is to be a trusted partner of choice in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers.

Job Summary

The Personal Banker II will assist customers with their immediate, short-term and long-term financial needs through the handling of transactions, new account openings, and appropriate partner referrals. The incumbent will ensure compliance with all regulations, policies, and procedures. This role would also include Seasonal, Part Time, and Floater positions.

This role is part of our branch family and enables high performers to grow into more senior or lateral roles across the bank. This position requires a basic understanding of banking procedures.

Responsibilities

• Deliver exceptional customer service while performing a variety of customer transactions and inquiries.
• Processing transactions like cash deposits, withdrawals, checks, transfers, and balance inquiries
• Achieve and exceed sales targets for deposits, loans, and other banking products and services.
• Execute customer acquisition, retention, and satisfaction.
• Execute corporate sales, service, and operational campaigns and initiatives.
• Ensure efficient and effective daily operations, ensuring adherence to bank policies, procedures, and internal controls.
• Resolve and escal customer issues and complaints in a timely and effective manner.
• Cultivate strong relationships with customers.
• Ensure compliance with banking regulations (e.g., BSA/AML, privacy, consumer protection).
• Maintain knowledge of the Bank’s products/services, pricing, and the Bank’s operating systems, customer relationship management software, utilize software to identify customers’ needs and actively refer to other lines of business.
• Ensure a high-touch, personalized banking experience for customers.
• Act as a trusted advisor, guiding customers toward financial solutions that meet their needs.
• Other duties as assigned.

Skills

• Demonstrated success in operating efficiently and delivering exceptional service.
• Understanding of banking products, services, and financial regulations.
• Demonstrated ability to use independent judgement and operate under minimal supervision.
• Demonstrated ability to build strong business relationships.
• Excellent written and oral communication skills.
• Strong decision-making/problem resolution skills.
• Demonstrate strong analytical and math skills, organizational skills, and customer service skills.

Education

• A High School Diploma is required for this role. Any additional qualification or certification in banking or finance will be considered a plus.

Years Of Experience

• 1+ years previous experience as a teller or personal banker.
• Sales experience, focused on cross-selling products and services, is required.

Physical Requirements

• This job requires standing for long hours and handling cash and financial documents. The ability to operate standard office equipment, including a cash drawer, receipt validators, and pressure encoders, is also required.

Blue Ridge Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.