Personal Banker
Citizens Bank - WI
Job Description
Job Description
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a full time Personal Banker to join our Genesee Branch team.
Hours/Schedule*:
Business hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm
38-40 hours/week
*Hours may change at any time based upon business needs
Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.
Essential duties and responsibilities:
- Represents the Bank to customers in a courteous, professional manner
- Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer’s needs
- Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
- Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier’s checks
- Answers the phone and assists customers as needed
- Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
- Assists customers with account inquiries
- Processes wire transfers
- Processes changes of address
- Processes stop payments
- Unlocks and resets digital banking access
- Processes CD deposits and batching
- Processes account status changes
- Enrolls Good Life Club members
- Redeems savings bonds
- Assists customer in balancing accounts
- Orders customer checks
- Creates new CIFs
- Purchases and redeems foreign currency
- Any and all other duties as assigned
These additional duties may be assigned based upon branch needs:
- Safe Deposit Box access
- Vault authority
- Override authority
- Safe Deposit Box rentals
- Opening and maintaining IRA and HSA accounts
- Notary services
Critical Competencies:
- Accuracy
- Customer Service Excellence
- Relationship Selling
- Teamwork
Requirements:
- High School Diploma or GED required
- 1-2 years of related experience in banking required
- Vault experience preferred
- Personal banking experience preferred
- High level of professionalism
- Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
- Professional communication skills
- High level of confidentiality
- Excellent organizational skills
- Bilingual candidates are encouraged to apply.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at -10/EEOC_KnowYourRights_screen_reader_10_20.pdf.- ...Job Description Job Description Our Personal Banker Floaters are customer focused and are responsible for delivering exceptional customer service, supporting customer needs, and driving sales and referral opportunities across multiple branch locations. This position...SuggestedWork at officeMonday to Friday
- ...Personal BankerAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in...SuggestedFull timeTemporary workPart timeWork at office
- ## Personal BankerApplylocations: WI - Waukesha (53186)time type: Full timeposted on: Posted Todayjob requisition id: R231551# **Position... ...to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Senior Universal Banker Are you passionate about helping people and making a difference in your community? Do you thrive in face-to-face interactions and love building relationships? Join Summit Credit Union as a Senior Universal Banker for our Muskego branch and be...SuggestedWork at officeLocal area
$41.71k - $65k
...requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies...Part timeLocal areaImmediate startDay shift$17.74 - $31.63 per hour
Financial Counselor Explore opportunities with Optum, in strategic partnership with ProHealth Care. ProHealth Care is proud to be a leader in health care services, serving Waukesha County and the surrounding areas for more than a century. Explore opportunities across...Hourly payDaily paidMinimum wageFull timePart timeWork experience placementWork at officeLocal areaRelocation packageMonday to Friday$65k
Personal Banker – To $65K – Waukesha, WI – Job # 3530 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting...Work at office- ...achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.Hours/Schedule*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs*Hours may vary based on...Work at office
$20.25 - $24.75 per hour
...Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client...Temporary workRelocation package- ...On Bonus $750 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships...Relocation package
- Financial AdvisorLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor...Local area
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area- Job Description Job Description Financial Advisor - Client Relationship Focus At Drake & Associates , we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building...Local area
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Full timeContract workFor contractorsWork at office$36k - $75k
...Advisor within 24 months or less. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point...TraineeshipLocal areaHome office$150k
Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience...Full time$42.12k - $51.48k
...takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you... ...you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face and...Full timeTemporary workLocal area$117.6k - $176.4k
Associate Finance DirectorThe Associate Finance Director supports financial management, controllership, and planning activities to ensure accurate financial results, strong internal controls, and effective decision support. This role blends day-to-day controllership ownership...Visa sponsorshipWork visaRelocation package- ...proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether...
$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours- U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and coordinate with the Wealth Management Team. You will deliver strategies, construct tailored portfolios, and advise clients using open architecture platforms to meet their unique goals. The ...
- ...opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This...Work at office
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Part time
$120k
Commercial Portfolio Manager Our bank client is seeking to fill a Commercial Portfolio Manager role in the Waukesha, WI area. The position is responsible for supporting the Bank's portfolio of business by servicing prospective and current customers with a variety of...Work at office$98.18k - $115.5k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$98.18k - $115.5k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...Work at officeLocal areaRemote workFlexible hours3 days per week- ...facilities, and participations when appropriate Serve as point person through documentation and closing, then provide ongoing relationship... ...it works Why this platform Traditional banking model with real banker autonomy Decisions are not made “out of a box,” the banker owns...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!




