Job Description
JOB TITLE: Personal Banker I
Reports to: Branch Manager
Culture Vision Statement: Unity Bank strives to be an innovative bank that exceeds service excellence standards. Our culture is a caring collaborative environment where our communities and our employees matter to each of us. Those employees that are proactive, adaptable to change, and creative will be attracted to our growing organization.
General Summary: Responsible for demonstrating service excellence in accordance with Unity’s Vision and Mission statements: Our mission is to help people achieve their dreams. Our Vision: Be the bank that connects people: employees, customers, community. Our core values: respect, honesty & integrity, satisfaction and enjoyment.
The Personal Banker serves as one of the Bank’s primary front-line customer service representatives and is responsible for delivering exceptional service to customers. They focus on building long-term relationships with customers, learning how we can add value to their financial situations, and explaining how our products and services can meet their needs which will lead to an excellent customer experience. In addition, this position will be proactive in assisting customers to adopt new technologies, while maintaining our high service standards, as the retail delivery system continues to evolve.
Principal Responsibilities & Duties:
Able to open/ close all deposit accounts (does not include IRA retirement accounts)
Supports Unity’s strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge.
Identifies potential customers through networking, customer referrals, or other means and reaches out to them to present our financial solutions or refers them to the appropriate area within the bank.
Performs daily administrative duties, like opening new deposit accounts, maintaining customer information on the Banks’ core system and other requested tasks.
Performs duties within set processing timeframes, like customer account transactions, accurately disbursing cash, processing loan payments, balancing, scanning proof work and other documents, and entering data into teller system
Acquires and maintains knowledge of regulatory, compliance, and internal audit/control requirements for the Personal Banker role. This would include completing all required training, assigned, in a timely manner, related to the job function.
Backs up other departments as necessary or as requested, to help manage overall efficiencies in the organization.
Behaviors:
Experience required/preferred:
This is a job for which: