Personal Banking Manager

InterBank; Granbury (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

InterBank in Granbury, TX seeks a Personal Banking Manager to oversee tellers and personal bankers, open new deposit accounts and provide information on bank products and services. The role ensures quality personalized service in line with company policies.

The ideal candidate will have a high school diploma or GED (bachelor’s degree preferred) and 6 years of personal banking experience, plus a satisfactory background check. Strong communication and cross-selling skills are essential.

Qualifications

• High school graduate or GED required; bachelor’s degree preferred.
• 6 years of personal banking experience.
• Satisfactory credit and criminal background check.

Responsibilities

• Greet customers and assess their needs.
• Process customer transactions with professionalism and courtesy.
• Meet with customers to determine appropriate banking needs.
• Open and close customer accounts as needed.
• Handle customer complaints and resolve issues.
• Perform data entry for reporting requirements including year-end IRA reporting.
• Know customers to reduce fraud and risk of loss to the Bank.
• Initiate consumer loans.
• Maintain a valid notary commission.
• Service employee accounts.
• Maintain confidentiality per Bank policy.
• Cross-sell products and services.
• Assist with customer calls in a timely manner.
• Maintain positive relationships with customers and co-workers.
• Adhere to company dress and attendance standards.

Skills

PC operations

10-key typing

Typing speed

Education

High school diploma or GED

Bachelor’s degree preferred

Job description

Objective/Summary:

The Personal Banking Mangers oversees the tellers and personal bankers at the assigned banking location. The personal banking manager opens and processes new deposit accounts and provides information on bank products and services. The Personal Banking Manager is responsible for all aspects of the individual branch operation in accordance with company policies and procedures meets the needs of customers by providing quality personalized service.

Essential Functions

• Greets customers and assesses their needs.
• Processes customer transactions with professionalism and courtesy.
• Meets with customers and effectively determines appropriate banking needs for each customer.
• Open and close various customer accounts based on customer need.
• Handles customer complaints and works through these sensitive issues to resolution.
• Performs data entry to complete reporting requirements including year-end IRA reporting.
• Knows the identity of the customer to reduce fraud and risk of loss to the Bank.
• Initiate consumer loans.
• Maintain a valid notary commission.
• Service employee accounts.
• Maintains strict confidentiality guidelines in accordance with Bank policy.
• Maintain policy and procedures as defined by Management.
• Cross-sell products and services.
• Assist with customer phone calls in a timely and courteous manner.
• Maintains a positive working relationship with customers and co-workers.
• Maintain personal grooming and company dress and appearance standards.
• Maintain company attendance standards.
• Other tasks as assigned.

Education, Experience And Requirements

• High school graduation or G.E.D. equivalent. Bachelor’s degree preferred.
• 6 years of personal banking experience.
• Satisfactory credit and criminal background check.

Skills And Physical Demands

• Skills:
  • Hard Skills: Proficient in basic personal computer operations. Proficient in 10-key. Able to type efficiently.
  • Soft Skills: Good verbal and written communication skills, attention to detail , organization skills, can-do attitude, problem solving skills, decision-making skills sense of urgency, and strong work ethic.
• Typical Physical Demands:
  • Regularly required to talk and hear.
  • Requires standing and or sitting for an extending period with some walking, with some bending, kneeling, stooping, crouching, crawling, and climbing
  • Occasional light lifting not over 50lbs
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.

Affirmative Action/EEO Policy Statement

InterBank is committed to maintaining an environment of equal opportunity. Accordingly, it is InterBank’s policy to provide equal opportunity for employment, advancement, and benefits to all qualified applicants and employees without regard to age, race, religion, sex, color, national origin, disability, citizenship status, uniform service membership/veteran status, or any other protected status as established by law.

Our commitment is to achieve and maintain excellence through full and equal opportunity, which is fundamental to the existence of InterBank. It is therefore the policy of InterBank not only to avoid direct discrimination but to go further. The company will act affirmatively to identify and eliminate barriers that may exclude or impede members of certain groups in their pursuit of excellence. Such affirmative action will address the treatment of persons who are already members of the company, as well as applicants for admission or employment.