Senior Personal Banker: Build Relationships & Grow Finances

Security Bank & Trust Co.; Minnetonka (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

Security Bank & Trust Co. in Minnetonka, MN, is seeking a Senior Personal Banker who delivers exceptional service while guiding clients through their banking needs. You will manage deposits, process transactions, and upsell suitable financial products to enhance the customer experience.

You will maintain strong client relationships, handle cash accurately, and uphold confidentiality and regulatory compliance in all interactions.

Qualifications

• High school diploma required.
• Proficiency in cash handling and basic math.
• Excellent verbal and written communication; ability to work in a team.

Responsibilities

• Assist customers with account inquiries, transactions, and banking services.
• Process deposits and withdrawals accurately.
• Maintain a thorough understanding of bank products and services to upsell offerings that meet customer needs.
• Manage cash handling responsibilities, ensuring accuracy in all transactions.
• Utilize financial software to open, maintain and update customer accounts.
• Build and maintain strong relationships with clients through effective communication and personalized service.
• Perform basic math calculations related to debits, credits, and retail math for transaction processing.
• Ensure compliance with bank policies and procedures while safeguarding customer information.

Skills

Cash handling

Basic math

Communication skills

Teamwork

Confidentiality

Education

High school diploma

Tools

Financial software

Job description

Security Bank & Trust Co. in Minnetonka, MN, is seeking a Senior Personal Banker who delivers exceptional service while guiding clients through their banking needs. You will manage deposits, process transactions, and upsell suitable financial products to enhance the customer experience.

You will maintain strong client relationships, handle cash accurately, and uphold confidentiality and regulatory compliance in all interactions.