Senior Personal Banker - Grand Island

Union Bank & Trust Company; Fort Wayne, Grand Island (IN, NE); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Senior Personal Banker to build and maintain strong customer relationships. This role focuses on delivering exceptional service while identifying customer needs for account and loan products. The ideal candidate will lead by example, driving sales at the accounts desk and ensuring compliance with banking regulations. Join a dynamic team dedicated to professional growth and customer satisfaction, where your contributions will directly impact the success of the branch and its customers.

Qualifications

• Previous banking and/or sales experience is essential.
• Proven ability in cross-selling products and services.

Responsibilities

• Deliver high-level customer service and professionalism.
• Originate, manage, and close various consumer loans.

Skills

Customer Service

Sales Experience

Cross-Selling

Cash Handling

Basic Math Skills

Computer Skills

Job description

Position Summary:

The Senior Personal Banker builds and maintains strong customer relationships. They provide exceptional service, process customer requests, place customers in appropriate account and loan products, cross-sell other bank services, and refer customers to other departments as appropriate. The primary focus of this role is to be a leader in sales at the accounts desk.

Note:

To ensure employee engagement, retention, and continued top-level service as our branches grow, it is essential to have well-trained employees at all levels. The 6-month position guideline helps set employees up for success. To apply for another position, employees must be in their current role/branch for at least 6 months. Exceptions can be discussed with a Customer Service Officer.

Essential Functions:

• Deliver high-level customer service and professionalism, embracing the Union Bank culture.
• Assist customers with account requests.
• Proactively build customer relationships to identify account and lending needs.
• Support the branch in achieving management-set goals by leading by example.
• Stay informed about products, fees, policies, and current offerings for effective suggestions.
• Research and resolve customer questions and concerns promptly.
• Participate in ongoing training, coaching, and meetings for continuous growth.
• Originate, manage, and close various consumer loans.
• Ensure compliance with all bank regulations related to assigned responsibilities.
• Adhere to all bank policies, laws, and regulations; complete necessary training.
• Report compliance issues or violations as per bank policies.
• Maintain regular and reliable attendance.
• Perform other job-related duties as assigned.

Qualifications:

• Previous banking and/or sales experience.
• Proven ability in cross-selling products, services, and referrals.
• Basic math and computer skills.
• Cash handling and customer service experience preferred.

Working Environment:

Indoor setting, not exposed to outdoor hazards. Ability to stand or walk for extended periods. Occasional lifting/carrying up to 50 lbs.

Please review the Applicant Terms & Conditions before applying.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights under federal employment laws. For more information, see the Know Your Rights notice from the Department of Labor.