Personal Banker Job Description Template
Our company is looking for a Personal Banker to join our team.
Responsibilities:
- Seeks opportunities to refer products and services for increased business to the Bank;
- Directs calls to appropriate person/department as necessary and records and relays messages as appropriate;
- Helps other area personnel as required;
- Maintains privacy of customer account information;
- Ensures that customers’ requests and questions are promptly resolved;
- Presents and explains Bank services and products to customers and assists in meeting their financial needs;
- Keeps management informed of area activities and any significant problems or concerns;
- Represents the Bank in a courteous and professional manner;
- Opens and closes accounts by obtaining information from the customer and entering into the computer system;
- Lead Bridge Design tasks as part of a multi-disciplinary team;
- Preparation of design calculations for medium and long span bridge replacement projects;
- Perform load rating analysis and evaluation of existing structures for repairs/retrofits;
- Preparation of contract drawings, estimates and specifications;
- Open and close accounts, assisting members with account functionality;
- Advise members on bank services for their needs (e.g. loans and credit cards).
Requirements:
- Previous banking experience preferred;
- Knowledge of bank operations, policies, and procedures preferred;
- Must have reliable transportation;
- Must have basic business acumen and professionalism;
- Proficiency with personal computers and office machines as well as pertinent mainframe systems and software packages;
- Knowledge of personal banking practices and regulations;
- Licensed Professional Engineer;
- Experience in Retail Sales or Telemarketing with proven sales results;
- Sound knowledge of the customer service concept and its importance in developing and expanding customer relationships;
- Energetic and engaging interpersonal communication skills;
- Attention to detail and ability to prioritize;
- Ability to work diligently to meet sales goal, including call blitz evenings 2x a month and regular Saturday hours;
- Complete notary training if applicable;
- Proficiency with structural analysis software;
- Proven interpersonal, analytical, organizational, customer service and communications skills.