Personal Banker II

The Personal Banker II serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and business customers. The Personal Banker II performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer. The Personal Banker II is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify opportunities to create brand awareness while promoting the Bank’s products and services. In addition, the Personal Banker II may be responsible for supervising the day-to-day operations of the branch, assisting with overrides, and is responsible for coaching less experienced branch staff. The Personal Banker II works closely with branch management and may be responsible for the efficient operation of the branch and customer service in their absence. ESSENTIAL FUNCTIONS Provides exceptional customer service by assisting with inquiries, resolving complaints, and offering financial solutions tailored to individuals on an as needs basis. Assists with supervising branch personnel including full-time and part-time Personal Bankers I. May assist branch management with weekly scheduling of branch personnel. Processes deposits, withdrawals, check cashing and transactions accurately and efficiently. Ensures compliance with all operational and security procedures. Balances daily transactions and reconciles discrepancies. Identifies customer needs and recommends appropriate financial products such as checking, savings, certificate of deposits, credit cards, and loans. Uncovers opportunities to cross-sell additional banking services as presented. Builds and deepens relationships with customers to foster loyalty and retention. Performs account opening, maintenance, and closures. Ensures compliance with all banking regulations, policies, and security standards. Supports branch operations, including handling escalations or assisting with administrative tasks. Guides customers in using digital banking tools and platforms. Supports the Bank and branch community efforts and initiatives. Ability to work a flexible schedule including weekends as needed. Performs other related duties as required. REQUIRED EDUCATION / EXPERIENCE / SKILLS: Associate’s degree or equivalent, with two (2) to three (3) years of experience in teller operations and customer relations, or some comparable combination of education and experience. Completion of the Center for Financial Training (CFT) Supervisory Certificate or some other comparable combination of training and certifications preferred. Possesses good supervisory skills and superior customer service skills. Possesses oral and written communication skills, both in person and on the phone. Strong interpersonal skills. Proficient computer and math skills. Ability to operate personal computer, calculator, teller terminal. Familiar with Word, Excel, Outlook software. Attention to detail, strong time management and multitasking skills. Completion of, or ability to complete, all bank override training as well as all new account training. Ability to successfully navigate through all products and services provided in Insight. Full access and complete understanding of Bank programs such as Insight, Verafin, Identifi, and DTS. Ability to balance the branch cash vault, recyclers (depending on branch location), and ITM. Ability to navigate online banking troubleshooting such as resetting passwords, enrolling new personal users, and RSA unlocking. Completion of or the ability to complete the COCC New Account Opening Learning Path + Exam and COCC Deposit Account and Services. Ability to receive and provide guidance and supervision, follow work rules and work procedures; meet deadlines, punctuality, and attendance standards. Exhibits a professional appearance and demeanor. Is enthusiastic, a motived self-starter with a strong work ethic. Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including paid time off (PTO), paid sick time, holidays, participation in a 401(k) plan, and profit sharing. For consideration, qualified applicants may email a cover letter and resume to: View email address on click.appcast.io . #J-18808-Ljbffr