Personal Banker - W. Bluemound Road Brookfield, Wisconsin, United States

Only for registered members W. Bluemound Road Brookfield, Wisconsin, United States

2 days ago

Full time $55,000 - $105,000 (USD) per year *

* This salary range is an estimation made by beBee

Description · Purpose: · The Personal Banker is responsible for the sales and delivery of financial services and assisting customers in a professional and courteous manner. · Accountabilities: · Essential responsibilities include: · Identifying customer needs in order to appropri ...

Job description

Description

Purpose:

The Personal Banker is responsible for the sales and delivery of financial services and assisting customers in a professional and courteous manner.

Accountabilities:

Essential responsibilities include:

Identifying customer needs in order to appropriately recommend bank products and services.
Effectively communicating the benefits of recommended bank products and services.
Cross-selling CIB Marine Bancshares, Inc (CIBM) and subsidiary products and services to further client relations and enhance organizational profitability.
Our Personal Bankers process new account transactions, including but not limited to, completing related documents, data input, receiving the initial deposit, and providing cash station/debit cards.
Contributing to the achievement of branch goals and participating in periodic sales campaigns.
Maintaining relationships with current customers and generating loan and deposit growth within the Bank's risk guidelines.
Assisting customers with account inquiries by providing information and resolving issues.
Participating and representing the bank in community activities.
Providing administrative support to other retail and lending staff to meet the needs of the customer and assist in the sales efforts of the facility.
Strictly adhering to bank policies, procedures, and controls over customer transactions and security.
Attending product, sales, and compliance training as required.
Effectively and fluently communicating with customers, co-workers, and other business contacts within a culturally diverse work environment.
Developing and maintaining effective working relationships at all levels by proactively participating and contributing to a positive work environment, controlling emotions and temperament, and exhibiting courteous, respectful, and professional behavior.

Additional responsibilities include:

Staying abreast of company policies and procedures by attending and successfully completing all mandatory corporate and departmental training. Inclusive of, but not limited to, Annual Sensitivity Training, and Compliance Training.
Accepting Retail and/or Mortgage loan applications and assisting applicants in completing them as well as counseling and resolving inquiries accordingly.
Accurately processing customer transactions, including, but not limited to counting cash, accepting deposits, and processing withdrawal requests.
The Personal Banker assists with Security Deputy duties including quarterly security training and procedural review.
Other duties as assigned.

Qualifications

Required Skills and/or Education:

Knowledge of banking regulations and practices consistent with that normally obtained through 18 months of education or training beyond high school, or equivalent, is required. Skills and abilities sufficient to perform the essential functions--such as customer service and teller duties, data entry, basic mathematical calculations, and communication skills--are required. The ability to lift 50 lbs. is also required.

Preferred Skills and/or Experience:

Approximately three years of experience in banking or a related field, knowledge of bank regulations, and proficiency in using computer software for typical office applications are preferred.

Nature and Scope:

This Personal Banker opportunity is a regular full time position on a schedule established by the supervisor. An altered work schedule and overtime are occasionally worked to meet the demands and deadlines associated with the position. The work environment involves the use of typical office equipment such as telephone, computer, facsimile, etc. in a controlled climate.

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