Are you looking for a role where you can effectively build and maintain customer relationships? Our client is seeking a Personal Banker to help customers manage their financial needs by performing accurate banking transactions, working the teller line, and opening and closing accounts. If you excel in a customer-first mindset, are highly detailed, and are looking to grow in your career, apply today!
Work model:
- On-Site
- Monday – Friday 8:00 AM – 5:00 PM
- Every other Saturday, 9:00 AM – 11:00 AM
What you will do:
- Open and close accounts accurately in accordance with operating controls to ensure the safety and security of customer assets
- Assist customers with loan requests and processes
- Demonstrate knowledge and understanding of the new accounts system database to manage and maintain customer account information
- Perform duties for entry/exit for safe deposit box customers, including opening and closing safe deposit boxes
- Assist customers with telephone inquiries to provide solutions to their banking needs
- Assist customers with routine account-related requests
- Research and resolve account service inquiries/issues
- Respond to client inquiries promptly, effectively, and professionally
- Perform teller responsibilities
- Utilize excellent customer service to build relationships by actively recommending new and existing products and services to current and potential customers
- Assist with efforts to identify and implement a positive overall customer experience
- Contribute towards fostering teamwork within the department
- Assist in Compliance Review and Bank Secrecy Act
What you will need to be successful:
- High school diploma or GED equivalent
- 2+ years of experience in a customer-facing support role
- Prior teller or banking experience is a plus
- Proficiency in Microsoft Office products
- Math aptitude
- Strong written and verbal presentation skills
- Ability to handle high-pressure situations while maintaining composure and attention to detail
Benefits overview:
- Health, dental, and vision insurance
- PTO
- 401k
Interested and qualified candidates can contact Molly McMahon at (515) 225-7000 or email mmcmahon@thepalmergroup.com.
