Personal Banking Specialist - Arrowhead

BELL BANK; Peoria (AZ); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Healthcare

Employee stock ownership program

401(k) contribution

Profit-sharing

Job summary

Bell Bank is seeking a Part Time Personal Banking Specialist (PBS) to support personal banking services, assist customers with account management, and provide product information to meet financial needs. You will perform teller tasks with accuracy and contribute to a superior customer experience.

The role requires flexible hours including mornings, evenings, and Saturdays in the branch network, with emphasis on accuracy, confidentiality, and customer-first service.

Qualifications

• H.S. Diploma or GED is required.
• 2-4 years of customer service experience.
• 0-2 years in banking/financial setting preferred.
• Experience with Microsoft Outlook, Word, Excel preferred.
• Able to work mornings, evenings, and Saturdays as scheduled.
• Flex PBS must be flexible in schedule and commute regionally.

Responsibilities

• Delivers exceptional customer service by engaging with customers professionally.
• Conducts meetings with customers to assess financial needs and objectives.
• Opens and maintains personal and business accounts.
• Identifies cross-selling opportunities and grows the bank’s portfolio.
• Meets individual and branch goals.
• Resolves customer inquiries and issues promptly and satisfactorily.
• Maintains security and confidentiality of customer information.
• Assists in providing basic educational information on Bell Bank products.

Skills

Customer service

Communication

Listening

Attention to detail

Timeliness

Reliability

MS Office

Education

H.S. Diploma or GED

Tools

MS Outlook

MS Word

MS Excel

Job description

A Personal Banking Specialist (PBS) provides basic support for personal banking services, such as account management and performs advanced teller functions with a high degree of accuracy and efficiency and provides comprehensive support for personal banking services. This includes assisting customers with account management, educating customers on Bell Bank's products and services, and providing assistance on these products to meet customers' financial needs.

Responsibilities

• Personal Banking Duties:
  • Delivers exceptional customer service by engaging with customers in a professional, friendly, and efficient manner.
  • Conducts professional meetings with current and prospective customers to assess their financial needs and objectives.
  • Opens and maintains personal and business accounts.
  • Has basic knowledge of banking products, including checking and savings accounts, certificates of deposit, and individual retirement accounts. They can recommend and customize solutions for customers based on financial goals.
  • Actively identifies cross-selling opportunities and works to grow the bank’s portfolio by recommending financial products and services tailored to customer’s needs.
  • Meet individual goals and assist in meeting branch goals.
  • Resolves customer inquiries and issues by gathering relevant information, researching records, and ensuring prompt, satisfactory resolutions.
  • Manages overdrafts, collections, and technical exceptions for assigned accounts.
• Teller Duties: (Frequency of these functions will be determined by branch needs.)
  • Accurately processes simple and complex (sensitive or high value) financial transactions, fulfilling customer requests in a timely manner to ensure the highest customer satisfaction. Assist less experienced team members with handling complex transactions while seeking the best customer resolutions.
  • Addresses simple and complex customer issues and grievances as able. Escalates complex customer issues and seeks guidance from senior staff when a situation or grievance falls outside of current policies and procedures.
  • Produces high quality technical work with strong attention to detail, ensuring accuracy with minimal errors.
  • Knows what services Bell Bank offers and seeks opportunities to refer customers and/or non-customers to appropriate personnel/teams. This role serves as a basic educational resource, providing immediate base-level support to customers on the details of Bell Bank’s products and services.
  • Assists in creating a clean and professional environment by maintaining neat, uncluttered tills, teller lines, and customer areas.
  • Maintains security and confidentiality of personal customer information.

Bell Bank Culture, Policy and Accountability Standards

• Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Education, Experience, and Other Expectations

• H.S. Diploma or General Education Degree (GED)
• 2-4 years of customer service experience.
• 0-2 years of working in a banking, financial, or professional setting preferred.
• Experience using Microsoft products: Outlook, Word, Excel preferred.
• Ability to work flexible hours to include mornings, evenings, and Saturdays (branch specific) as scheduled.
• Flex PBS must be flexible in schedule and have ability to commute to any location within a specific region as needed.
• Part Time PBS must work a set minimum number of hours per week, as determined by the branch leadership.

Knowledge, Skills, and Abilities

• Bookkeeping, calculator, and keyboarding skills.
• Good communication, listening, and social skills
• Attention to detail.
• Timeliness and reliability.

Company Information

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Bell Bank was founded in 1966 and is headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $14 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $30 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune. If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank be your destination workplace.

Bell's Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.
• Paying it forward

Our Bottom Line:

Happy Employees! Happy Customers!

In addition to salary, Bell Bank offers a comprehensive benefits package including, healthcare, (medical, dental, vision) employee stock ownership program, and 401(k) contribution and profit-sharing plan. All benefits are subject to eligibility requirements.

Bell Bank

Equal Opportunity Employer

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