Personal Banker
First Fidelity Bank
Personal Banker
AZ Scottsdale Promenade - Scottsdale, AZ 85254
Overview
Position Type Full Time Job Shift M-Th 8:30-5:15; F 8:30-6:15 Education Level High School Category Retail
Description
At First Fidelity Bank, people matter, including our customers, our communities, and especially our employees.
In our Retail Banking teams, employees serve as trusted financial partners for the clients and neighborhoods we serve. We are looking for service-minded individuals who enjoy building relationships, helping clients achieve their financial goals, and being a positive presence in their community. Our retail team members are essential to our success, and we support their growth through training, development, and opportunities to advance. One of our core values is providing a caring place to work where people enjoy coming to work, build lasting relationships, and feel proud of the difference they make every day.
SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank.
Qualifications
EXPERIENCE REQUIREMENTS:
- A minimum of six months' work experience providing customer service support or cash handling experience
- in the financial services, retail sales or other goal-oriented environment.
- Previous teller and sales experience preferred.
- Proficient knowledge of bank products and services.
EDUCATION REQUIREMENTS:
- High school degree or equivalent required.
- Some college preferred.
OTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS):
- Strong work ethic and high integrity.
- Represents the Bank and oneself in a positive, courteous and friendly manner. Maintains professional appearance and behavior at all times.
- Excellent client-service skills, displaying a friendly, outgoing, assertive, confident, and enthusiastic personality.
- Exceptional interpersonal and communication skills with the ability to effectively build relationships. Must be able to interface at all levels of the organization, build collaborative relationships across departments and teams, and display confidence when speaking with internal and external customers.
- Demonstrates an outgoing, enthusiastic and sales-oriented personality. Must have great sales skills and be comfortable working in a goal-oriented environment. Actively participates in the Bank's sales program and is able to meet and exceed the expectations of established sales and referral activities.
- Established organizational skills leading to high accuracy rates in all areas.
- Proficient computer and technical skills, including the ability to use bank software products and branch capture equipment.
ADDITIONAL INFORMATION
SUPERVISORY RESPONSIBILITY: None
PHYSICAL REQUIREMENTS: May require long periods of standing or sitting. Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing over 25 pounds. May require long periods of typing and repetitive motion. May be required to work a flexible, rotating shift.
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