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Personal Banker Part-Time

Guaranty Bank and Trust NA

Bryan (TX)

On-site

USD 35,000 - 55,000

Full time

10 days ago

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Job summary

Ein etabliertes Finanzinstitut sucht einen engagierten Personal Banker, der sowohl als Teller als auch als persönlicher Berater fungiert. In dieser Rolle werden Sie die Möglichkeit haben, Kundenbeziehungen aufzubauen, deren finanzielle Bedürfnisse zu verstehen und maßgeschneiderte Lösungen anzubieten. Ihre Aufgaben umfassen die Bearbeitung von Bargeldtransaktionen, das Öffnen neuer Konten und die Unterstützung bei der Kundenbindung. Wenn Sie eine Leidenschaft für Kundenservice haben und die Fähigkeit besitzen, in einem dynamischen Umfeld zu arbeiten, könnte diese Position die perfekte Gelegenheit für Sie sein, Ihre Karriere im Bankwesen voranzutreiben.

Qualifications

  • Mindestens sechs Monate Erfahrung im Bankwesen und im Kundenservice.
  • Fähigkeit, Kundenbeziehungen aufzubauen und Vertrauen zu schaffen.

Responsibilities

  • Bearbeitung von Bargeldtransaktionen und Kontowechsel.
  • Aufbau von Kundenbeziehungen und Empfehlung passender Produkte.

Skills

Kundenbeziehungen aufbauen
Kommunikationsfähigkeiten
Kritisches Denken
Problemlösungsfähigkeiten
Microsoft Office

Education

High School Abschluss

Job description

We are currently searching for the right person to join our team as a Personal Banker- T. The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers.

Our Company's culture supports customers in achieving their financial goals and dreams. The Personal Banker is able to help contribute to this by:

Job Duties:

This position will train in Teller duties first and then train in opening new accounts. Below are the duties of each position.

Teller

· Handle cash transactions and make appropriate decisions regarding negotiable instrument transactions, including verify cash and endorsements, receive proper identification and ensure validity, and identify counterfeit currency.

· Balance ATMs and all cash on hand, drawer activities and totals on a daily basis. Ensure all cash and coin is secured in accordance with bank policy when not in use.

· Consolidate and balance daily transactions.

· Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier's checks

Personal Banker

· Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs

· Taking ownership of the customer experience including on-boarding and resolving service issues

· Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank

· Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs

· Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer's financial priorities

Combined

· Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies

· Complying with privacy policies and procedures to maintain customer confidentiality and information protection

· Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures

· Completing and passing all required regulatory compliance training as assigned

· Perform any additional duties and tasks assigned by management

Qualifications & Skills:

· Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives

· Excellent communication skills that build customer relationships based on trust

· Strong critical thinking and problem-solving skills to meet our customer's needs

· Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change

· Ability to collaborate with others to achieve shared goals

· Proficient in Microsoft Office

Required hours:

    • Monday-Friday from 11am to 6pm

Education, Experience & Licenses:

· High school degree or higher- Required

· Minimum of six months' previous banking experience- preferred

· Minimum of six months' cash handling and customer service experience- required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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