Personal Banker

Tasks

• Perform all functions of CSR and Sr. CSR.

• Deal with customers or potential customers by telephone, electronically or in person.

• Respond promptly to customer inquiries.

• Provide information on all products offered by the Bank or refer to proper person to handle request.

• Set up new customers in system. Basic account opening.

• Assist customers with internet banking.

• Assist customers with safety deposit boxes and maintain records for boxes.

• Assist customers with IRA's and file reports as needed.

• Assist customers with Certificates of deposit.

• Maintain customer records and files.

• Complete daily reports.

• Answer phones, filing, maintaining supplies.

• Follow all Bank policies and procedures.

• Maintain professional, business-like appearance.

• Respond to ATM service calls under dual control.

• Perform other tasks requested by supervisor related to the Bank and its function.

Work Activities

• Communicating with Supervisors, Peers, or Subordinates

• Establishing and Maintaining Interpersonal Relationships

• Communicating with Persons Outside Organization

• Processing Information

• Answer telephones to direct calls or provide information.

• Discuss goods or services information with customers.

• Greet customers, patrons, or visitors.

• Operate computers or computerized equipment.

• Respond to customer problems or complaints.

Salary Description


21.00 - 22.00