Personal Banker

Level Entry

Position Type Full Time

Job Shift Day

About the Role

FLSA Status

• Non-Exempt

Job Summary

Responsible for delivering excellent customer experience to current and potential customers. Displays effective communication skills and exhibits knowledge of products and services offered. Identifies sales opportunities that will result in superior customer service connections.

Job Duties

• Accurately process customer transactions and safeguards against fraud.

• Maintain 90% transaction and balancing records.

• Has basic knowledge of Dart Bank products and services.

• Assist customers with deposit account openings and maintenance requests.

• Identifies appropriate products through need based questioning to build and deepen customer relationships.

• Ensure compliance with all Bank policies and procedures and federal regulatory guidelines, following all compliance related policies, including audit and security procedures.

• Ensure all work is completed accurately and follows up with any outstanding customer or operational issues.

• Provide superior customer service and proactively resolve all customer issues.

• Work with a sense of urgency to meet and exceed customers’ needs and expectations, while taking ownership and accountability of customer issues and complaints.

• Responsible for sales goals to expand the customer base through consultative sales techniques and Customer Relationship Management program.

• Perform a wide variety of customer service transactions as needed.

• Demonstrate behaviors consistent with and holds others accountable for behaviors consistent with our Dart Bank Commitment.

• Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act.

• All other duties as assigned.

Qualifications

• Education

• High school diploma or equivalent, some additional education in banking and/or financial planning would be helpful.

• Skills

• Excellent communication skills

• Strong problem solving skills

• Strong computer skills.

• Experience

• Experience in sales is desirable, banking experience preferred.

• Completes all training including Compliance and Educational requirements of position.

Essential Functions

• To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed in this job description are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.

• Ability to lift and move items weighing up to 50 pounds as required.

Supervised by

• Assistant Office Manager

Supervises

• None

Management retains the discretion to change this job description at any time.

Who We Are

Dart Bank is a community bank, serving our community since 1925. We specialize in providing financial services, but we are passionate about serving the community and building real relationships with people. Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. Our array of products and services and our longstanding history within our communities shows we care about what matters most for our customers and we are there for them for the most important times in their lives. Dart Bank. For What Matters Most.

We offer:

• Medical Benefits

• Dental

• Vision

• 401(K) Plan with Employer Matching

• Employee Stock Ownership Plan (Profit Sharing)

• Paid vacation & sick time

• Flexible scheduling

• Employee Assistance Program

• Dart Bank University

Dart Bank is committed to providing equal opportunity in employment, maintaining a diverse workforce, and prohibiting all forms of unlawful discrimination and harassment.

All employment decisions, policies, and practices, in terms of the recruitment process and other conditions and privileges of employment, will comply with applicable federal, state, and local anti discrimination laws. The Company seeks, employs, promotes, and compensates qualified individuals based on ability, as demonstrated by performance and other legitimate nondiscriminatory factors, without regard to race, color, religion, national origin, citizenship, ancestry, sex (including sexual orientation, gender expression, and gender identity), age, physical or mental disability, pregnancy, genetic information, military status, veteran status, or any other protected status under federal, state (in Michigan: marital status, familial status, height, weight, and misdemeanor arrest record), or local law (individually and collectively, “Protected Class”). This employer participates in E Verify and will provide the federal government with your Form I 9 information to confirm that you are authorized to work in the United States. If E Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so that you can begin to resolve the issue before this employer can take any action against you, including terminating your employment. This employer can only use E Verify once you have accepted a job offer and completed Form I 9.

Technology & Workspace Requirements

Dart Bank is committed to supporting flexible work arrangements when they align with business and position requirements. Remote and hybrid work are privileges that carry additional responsibilities and workspace requirements to ensure employees can effectively and securely perform their job duties.

To support our technology and security standards, employees are required to have a modern smartphone capable of supporting company authentication and communication applications.

Employees in remote or hybrid roles will be provided with a computer, monitors, docking station, keyboard, and mouse to perform their work. Employees must maintain a work environment that supports the effective performance of their job duties, including a reliable high speed internet connection with minimum speeds of 25 Mbps download and 5 Mbps upload.