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Personal Banker

Weitz & Luxenberg

Personal BankerAre you passionate about helping people achieve their financial goals while building meaningful relationships in your community?CBI Bank & Trust is seeking a customer-focused, motivated Personal Banker to join our team. As a Personal Banker, you'll serve as a trusted financial resource for our customers by providing outstanding service, identifying banking solutions, and helping individuals and families make informed financial decisions.If you enjoy working with people, thrive in a sales and service environment, and are looking for an opportunity to grow your banking career with a community-focused organization, we'd love to hear from you.What You'll DoBuild strong relationships with customers by providing exceptional service during every interaction.Help customers select and open deposit accounts that best fit their financial needs.Identify opportunities to recommend additional bank products and services.Perform account maintenance and assist with customer inquiries and account-related requests.Process consumer loan applications, gather supporting documentation, and assist with loan closings.Conduct proactive outreach to existing and prospective customers to deepen relationships and grow business.Partner with Mortgage Lending, Commercial Banking, Wealth Management, and other business lines to connect customers with specialized financial solutions.Resolve customer concerns professionally and efficiently.Assist with safe deposit box services and other branch operations as needed.Support branch sales and service goals through relationship building and customer engagement.Maintain compliance with all bank policies, procedures, and regulatory requirements.What We're Looking ForHigh school diploma or equivalent required.Previous banking, retail sales, financial services, or customer service experience preferred.Strong communication and relationship-building skills.Passion for helping customers and delivering an outstanding customer experience.Ability to identify customer needs and recommend appropriate solutions.Strong organizational skills and attention to detail.Working knowledge of Microsoft Office products, including Word, Excel, and Outlook.Ability to work independently while contributing positively to a team environment.Consumer lending experience and knowledge of banking products and services preferred.Why CBI Bank & Trust?At CBI Bank & Trust, we're committed to investing in our employees and creating an environment where team members can thrive personally and professionally. We believe our success starts with our people.Benefits & PerksMedical, Dental & Vision Insurance401(k) with Company MatchGenerous Paid Time OffEmployer-Paid Life InsuranceShort-Term & Long-Term Disability CoverageProfessional Development OpportunitiesCommunity Involvement OpportunitiesSupportive and Collaborative Team CultureJoin Our TeamAt CBI Bank & Trust, you'll have the opportunity to make a meaningful impact every day by helping customers achieve financial success while building rewarding relationships throughout the communities we serve.

Vacancy posted 3 days ago
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