Personal Banker

Job Description

Company Description Ipava State Bank is a community-focused banking institution headquartered at 1620 Main Street, Sarasota, FL United States. The bank serves local individuals, families, and businesses with a range of traditional financial services. Team members benefit from working in a close-knit environment that values trust, integrity, and long-term relationships with customers. Ipava State Bank offers opportunities to contribute directly to the financial well-being of the surrounding communities and to develop a career in community banking.

Role Description The Personal Banker is a full-time, on-site role located in the United States. This role is responsible for assisting customers with personal banking needs, including opening new accounts, processing deposits, and explaining available products and services. Day-to-day tasks include meeting with customers in person, answering questions about accounts and basic finance topics, and helping customers choose appropriate banking solutions. The Personal Banker will also handle routine transactions, resolve account-related issues, and support branch goals for customer satisfaction and retention. Collaboration with other branch team members to ensure a positive, efficient customer experience is essential.

Qualifications

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• Strong skills in Personal Banking and Opening New Accounts, with the ability to explain account features and guide customers through account setup.
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• Experience handling Deposits and routine transactions accurately, following bank policies and regulatory requirements.
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• Foundational knowledge of Finance to discuss basic financial concepts and support customers in selecting suitable banking products.
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• Excellent Customer Service skills, including clear communication, active listening, and a professional, respectful demeanor.
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• Attention to detail, strong organizational skills, and reliability in managing multiple customer requests and tasks.
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• Comfort with banking software, digital tools, and basic computer applications (e.g., email, spreadsheets, and account management systems).
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• Ability to work on-site, collaborate with colleagues, and maintain confidentiality of customer information.
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• High school diploma or equivalent required; additional education in business, finance, or a related field is beneficial.
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• Previous experience in retail banking, financial services, or a customer-facing role is preferred.
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