Personal Banker II Float

Southern Bank; Springfield (MO); On-site; USD 40,000 - 55,000; Full time

Job summary

Southern Bank is seeking a Personal Banker II Float to enhance customer relationships and provide tailored financial solutions. This role involves proactive customer engagement, teamwork, and a commitment to service excellence. Ideal candidates will have at least three years of experience and a strong understanding of banking products.

Qualifications

• At least three years of experience in banking or customer service.
• Strong understanding of bank products and services.
• Computer proficiency and excellent customer service skills.

Responsibilities

• Build new customer relationships through proactive contact.
• Assist and mentor retail staff and resolve complex customer issues.
• Educate customers on bank products and services.

Skills

Customer Service

Communication

Multitasking

Problem Solving

Education

High school diploma or equivalent

Tools

Cash Management

Remote Deposit Capture

Job description

Join to apply for the Personal Banker II Float role at Southern Bank.

Primary Purpose of Job

This position is a float-based role with the primary goal of expanding and retaining customer relationships by proactively meeting with customers to discover their financial needs and providing product and service recommendations.

Expectations of All Southern Bank Team Members

• Build relationships rooted in trust and mutual respect, maintaining an inclusive and honest environment.
• Ensure confidentiality of customer information and secure information systems in compliance with 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 based on needs.
• Promote teamwork in branches, especially when floating, to ensure a positive customer experience.
• Assist, train, and mentor retail staff, acting as a regional contact point.
• Resolve complex customer issues and identify helpful resources.
• Identify customer financial needs and present appropriate product and service options.
• Educate customers on access channels and bank products.
• Maintain knowledge of bank procedures, regulatory requirements, and products/services.
• Take ownership of the customer experience, including opening accounts and resolving service issues.
• Prepare data for opening various types of accounts.
• Maintain professionalism, confidentiality, and integrity in dealings.
• Support a positive communication environment and address concerns openly.
• Maintain reliable attendance, including working nights, weekends, holidays, and assisting with bank mergers and travel for training.
• Perform other duties as assigned.

Knowledge, Skills, and Abilities

• Strong understanding of bank products and services.
• Proficiency in business products like Cash Management and Remote Deposit Capture.
• Positive attitude and helpfulness towards customers and colleagues.
• Ability to multitask and work under stress.
• Good interpersonal and communication skills.
• Computer proficiency and excellent customer service skills.

Education, Training, and Experience

• At least three years of experience.
• High school diploma or equivalent.

Core Competencies

• Family & Trust, Rooted & Service, Innovation & Strength, Building Customer Loyalty, Applied Learning, Quality Orientation.