Personal Banker

Personal BankerCan work independently under limited supervision and is responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Responsible for monitoring and assisting the lobby, executing and/or submitting various administrative and operational activities related to clients, banking products and services. Interact with clients in person, via telephone and email, responding to inquiries and providing information as requested.Primary activities include, but are not limited to, establishing and/or submitting requests for opening, maintaining and servicing client accounts, executing money movement, preparing and producing client materials and reports, resolving client inquiries, as well as maintaining complete and accurate recordkeeping. Provide maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs. Of critical importance is their adherence to the required banking guidelines, procedures and policies involved with requested activities.To perform this job successfully, an individual must be effective in client relationship service and development. You must be able to effectively engage clients, to determine their needs. You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision. Will require travel across regional locations may occur.The position is Monday through Friday, typically from 8AM – 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be located 14631 N Scottsdale Rd Ste. 100 Scottsdale, AZ 85254. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public.Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.The estimated hourly rate for this position is $26.00 to $33.00 per hour, along with the eligibility for a discretionary annual bonus that can start at $1,000.00. Pay rate may vary based on the candidate's qualifications, skills, and experience. Our generous employee benefits details may be found on our bank's website.TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans.Minimum of 5+ years of banking experience is required and a degree in the business or finance is preferred.Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients. Stay up to date with financial software and applications and fully understand how technology supports the role and TrustBank's high standards of servicing.Proficiency in MS Office 365, Excel skills are particularly important for data entry, management and analysis, planning software, and report preparation. Familiarity with software applications in the trust administration space, CRMs, or financial operations are ideal. The ability to quickly learn and adapt around new software is essential