Senior Personal Banker

firstnorthernbankofdixon; Fairfield (CA); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Bonus program

Profit-sharing

Discounted stock purchase program

Generous time off

Growth opportunities

Job summary

First Northern Bank is hiring a Senior Personal Banker to deliver high quality customer service by assessing needs and offering tailored financial solutions. You will process deposits, withdrawals, and payments, balance branch cash, and assist with audits while maintaining regulatory compliance.

In this role you will train teammates, handle debit card requests, approve within limits, and drive referrals. A strong service mindset and 2+ years in financial services are expected; this is a

Qualifications

• Attention to detail and accuracy in handling financial tasks.
• Excellent communication skills for verbal and written interactions.
• Ability to deliver high quality customer service in a branch environment.
• Willingness to learn and improve processes and skills.
• Professional and empathetic demeanor with customers and colleagues.

Responsibilities

• Provide superior service and assess customer needs in branch.
• Process deposits, withdrawals, payments and other transactions accurately.
• Balance cash, assist with audits, and guide staff on cash handling.
• Resolve customer concerns and escalate when necessary.
• Handle debit card requests, stop payments, and account services.
• Support opening/closing branch and review reports for risk.
• Train and assist new staff and cross-train team members.
• Meet or exceed sales referrals and collaborate across departments.

Skills

Accuracy

Communication

Customer Service

Initiative

Professionalism

Teamwork

Adaptability

Microsoft Office

Education

High School Diploma/GED

Tools

Microsoft Office

Job description

What You’ll Do

The Senior Personal Banker is responsible for delivering high quality customer service by assessing the customer’s needs. As a Senior Personal Banker in our branches, you will have the chance to put People First, show Absolute Integrity, all with a Zest for Excellence!

Responsibilities Include

• Offer superior service to our customers through prompt, efficient, courteous, and professional interactions; refers customers to appropriate person or department as needed
• Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
• Support branch cash responsibilities such as shipment, balancing and reconciliation and is able to balance branch cash and teaches others how to balance branch cash
• Resolve customer complaints and concerns; properly escalates concerns to supervisor and reports complaints as needed
• In the absence of branch management, manage complex customer inquiries, independently and successfully
• Process debit card requests, complete stop payments and check holds for new and existing customers
• Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer’s overdraft option request and document information on our core system
• Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank’s policies and procedures
• Partner with branch leadership to maintain operational integrity while mitigating risk
• Support opening/closing branch, completing audits, overrides and reviewing reports as needed
• Be a resource to train and help develop new and existing employees as needed
• Open and service Retail, Business, trusts, CD and IRA accounts without assistance, process debit card requests for new and existing customers
• Answer business account inquiries without assistance
• Assist with approval within assigned limits
• Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
• Meet or exceed established sales goal/referrals
• All other duties as assigned

What You’ll Need to be Successful

• Accuracy and Thoroughness – strong attention to detail
• Communication – excellent verbal, written and interpersonal communication skills
• Customer Service – manage difficult or emotional customer situations; respond promptly to customer needs
• Initiative – eagerness to learn and a drive for continuous improvement
• Professionalism – ability to be professional and empathetic in all interactions
• Teamwork – maintain a positive working relationship with your team members
• Adaptability – willing and able to be flexible and adapt to changing job requirements

Qualifications

• High School Diploma/GED
• Minimum 2 years of prior experience in financial services required
• Proficient in all Microsoft Office suite of products
• Eagerness to learn and a drive for continuous improvement
• Excellent verbal, written and interpersonal communication skills
• Ability to be professional and empathetic in all interactions
• Willing and able to be flexible and adapt to changing job requirements
• Technically savvy with PCs and email systems

Why You Should Apply

• Full-time position with excellent compensation and benefits package
• Generous time off programs
• Bonus program
• Profit-sharing
• Discounted stock purchase program
• Excellent growth and development opportunities
• And much more!

Pay Range (Hourly): $21.00-$23.00/hour

The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.

First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.

The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.