Personal Banker II Float

Bankwithsouthern; Springfield (MO); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading bank is seeking a full-time float-based role to enhance customer relationships in Springfield, MO. The position involves proactive customer engagement, promoting bank products, and ensuring compliance with regulations. Candidates should have a strong understanding of banking services and excellent customer service skills, with a minimum of three years of relevant experience.

Qualifications

• Minimum of three years of relevant experience.
• Strong understanding of bank products and services.
• Proficiency in business banking products like Cash Management.

Responsibilities

• Build new customer relationships through frequent interactions.
• Promote teamwork in float and branch locations.
• Assist, train, and mentor branch retail staff.

Skills

Customer Service

Communication

Multitasking

Problem Solving

Flexibility

Education

High school diploma or equivalent

Tools

Business Banking Products

Job description

Job Details

Job Location: Springfield Sunshine Branch - Springfield, MO

Position Type: Full Time

Salary Range: Undisclosed

Description

PRIMARY PURPOSE OF JOB

This position is a float-based role aimed at expanding and retaining customer relationships by proactively meeting with customers to identify their financial needs and recommend appropriate products and services.

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS

• Southern Bank team members are a family, rooted in the communities we serve, working together to be the best in our industry by utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
• Ensure the confidentiality of customer non-public personal information and secure information systems to comply with bank regulations.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS

• Build new customer relationships through frequent interactions and proactive contact.
• Participate in a welcoming lobby experience, directing customers to appropriate team members and encouraging product utilization.
• Promote teamwork in float and branch locations to ensure a positive customer experience.
• Assist, train, and mentor branch retail staff, serving as the primary regional contact.
• Resolve customer issues, utilizing bank resources and knowledge.
• Identify customer financial needs and present suitable product and service options in collaboration with internal teams.
• Educate customers on access channels and bank products such as internet banking, mobile banking, and card services.
• Maintain knowledge of procedures for ATM/ITM settlement, vault cash, safe deposit, and cash handling.
• Ensure compliance with regulatory requirements like BSA, Regulation CC, Regulation E, and customer privacy.
• Handle complex account openings and follow-up on service issues.
• Maintain professionalism, confidentiality, and integrity in all dealings.
• Support a positive environment by adhering to telephone standards and maintaining reliable attendance, including working nights, weekends, and holidays.
• Assist in bank mergers and travel as needed for training or branch coverage.
• Perform other duties as assigned.

Qualifications

Knowledge, Skills, and Abilities

• Strong understanding of bank products and services.
• Proficiency in business banking products like Cash Management and Remote Deposit Capture.
• Positive attitude towards internal and external customers.
• Ability to multitask and work under stress.
• Flexibility to adapt to different environments.
• Effective communication skills and good computer literacy.
• Excellent customer service skills.

Education, Training, and Experience

• Minimum of three years of relevant experience.
• High school diploma or equivalent.

Core Competencies

• Trust and Mutual Respect: Building relationships based on integrity and transparency.
• Service: Committed to serving customers, communities, and teams professionally and respectfully.
• Innovation & Strength: Fostering collaboration, continuous improvement, and excellence.
• Customer Loyalty: Meeting needs, building relationships, ensuring satisfaction.
• Applied Learning: Quickly applying new information.
• Quality Orientation: Attentive to detail, thorough, and process-conscious.