Personal Banker - In-Store

POSITION SUMMARY

The In-Store Personal Banker promotes and sells all retail Bank products and services to new and existing customers.  In addition, the In-Store Personal Banker handles all customer service transactions such as receiving and disbursing funds, posting deposits, and handling withdrawals.  The In-Store Personal Banker provides information and assistance in researching customer problems, balances a cash drawer daily and answers customer inquires. This individual performs all teller related duties.

MAJOR RESPONSIBILITIES

·         Uses every customer interaction as an opportunity to build a relationship with each customer through effective profiling, tele-consulting and where appropriate refer customers to business partners.

·         Meets sales goals as assigned.

·         Performs daily aisle time and PAs.

·         Maintains accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives.

·         Prepares for and participates actively and constructively in branch sales meetings.

·         Ensures that all customer transactions are handled timely and accurately according to guidelines and that cash and security procedures are followed.

·         Accounts for all assigned cash, balance cash drawer and maintain drawer within limits.

·         Assists in all activities related to branch operations and teller functions.

·         Prepares necessary documentation from the sale of products and services and inputs data.

OTHER RESPONSIBILITIES

·         Assists other branch team members in non-primary assigned duties whenever necessary.

·         Maintains a current understanding of stated policies and procedures, including regulatory and compliance issues.

·         Assists in training branch team members on product knowledge and skill development when necessary.

·         Performs monthly certifications as required.

·         Performs other work-related duties as assigned.

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED

·         High school diploma or GED required, unless age 18.

·         Previous experience with bank sales, preferred.

·         Effective written, verbal/nonverbal and interpersonal skills.

·         Ability to utilize personal computers and Windows based programs.

·         Successful completion of Bank product and sales training courses and appropriate certifications.

·          May be required to lift up to 25 pounds.