Personal Banker: Relationship Builder & Cross-Seller

First Bank of Wyoming; Evanston (WY); On-site; USD 40,000 - 48,000; Full time

Job summary

First Bank of Wyoming is seeking a Personal Banker to establish and grow customer relationships by greeting clients, understanding their financial needs, and offering deposit, loan, and investment products.

In this entry-level sales role, you will cross-sell services, demonstrate online banking, support branch goals, maintain confidentiality, and ensure compliance with bank policies while delivering outstanding customer service.

Qualifications

• High school diploma or equivalent required.
• Experience in banking or financial services preferred.
• Strong customer service and communication skills.
• Ability to multi-task in a fast-paced environment.
• Confidentiality and professionalism required.

Responsibilities

• Greet customers and develop relationships to enhance loyalty.
• Cross-sell products and services to meet financial needs.
• Explain self-service digital options and demonstrate usage.
• Process new accounts and maintain existing ones.
• Assist with wire transfers, debit card issues, and online banking.
• Ensure compliance with bank policies and required training.
• Manage risk and detect fraud per procedures.
• Provide outstanding customer service and support branch goals.

Skills

Excellent customer service skills

Excellent written and verbal comms

Strong interpersonal skills

Basic Microsoft Office knowledge

Proficient keyboarding

Excellent organizational skills

Confidentiality

Community involvement

Policy and procedure adherence

Multi-tasking in fast-paced env

Effective communication with diverse客户

Time management

Professional demeanor

Education

High school diploma or equivalent

1 year banking experience preferred

2 years banking experience preferred

Tools

Microsoft Office

Job description

First Bank of Wyoming is seeking a Personal Banker to establish and grow customer relationships by greeting clients, understanding their financial needs, and offering deposit, loan, and investment products.

In this entry-level sales role, you will cross-sell services, demonstrate online banking, support branch goals, maintain confidentiality, and ensure compliance with bank policies while delivering outstanding customer service.