Are you looking for a role where you can effectively build and maintain customer relationships? Our client is seeking a Personal Banker to assist customers in managing their financial needs through accurate banking transactions, serving at 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
- Saturdays, two times per month
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:
- Vision, dental, and health insurance
- 401k
- PTO
Interested and qualified candidates can contact Kyle Broshar at (515) 225-7000 or email kbroshar@thepalmergroup.com.
