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Personal Banker

LEGEND BANK
Posted 18 days ago, valid for 9 days
Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The job is for an experienced Personal Banker located in Bonham, TX, offering a full-time position in the banking sector.
  • Candidates must have at least one year of customer service and/or sales experience, preferably in a banking environment.
  • The role involves retaining and expanding customer relationships, assisting with account openings, and ensuring compliance with banking regulations.
  • The position emphasizes providing exceptional customer service while maintaining accuracy and efficiency in various banking tasks.
  • Salary details are not specified in the job description.

Job DetailsLevel: ExperiencedJob Location: Bonham - TXPosition Type: Full TimeJob Category: BankingPRIMARY FUNCTION Retain and expand customer relationships, solicit new retail business from existing and     prospective customers by offering bank products and services while maintaining service standards, transaction responsibilities, and providing sincere responsive customer service.   ESSENTIAL DUTIES AND RESPONSIBILITIES Greet customers and non-customers as they enter the bank.  Assist customers in opening new DDA, traditional Savings, and Certificates of Deposit (CDs) by explaining our products and services to help customer in making their choice. Communicate disclosure requirements and regulations to customers in accordance with regulatory guidelines; provide disclosures and brochures as needed. Follow procedures to avoid fraud.  Determine eligibility of new accounts and whether to place holds on checks deposited to new accounts.  Follow compliance procedures of reporting applicable transactions such as CTRs, SARs, and Reg CC holds. Contribute to the profitability and growth of the bank location by selling and cross-selling banking products and services.  Work in a sales-oriented environment through direct customer contact.  Identify and respond to the needs of new and potential customer by listening and clarifying their needs.  Make referrals to other Legend Bank departments as best meets the needs of the customer. Send thank you cards and make follow-up calls to all new accounts. Perform necessary account maintenance for customers as requested.  Assist other Personal Bankers in checking their daily work and maintaining files. Perform other functions as necessary to help our customers with their needs.  May include notary services, providing account information, selling and maintaining safe deposit boxes, issuing debit cards, assisting with disputes, helping customer with account reconciliation and problem resolution. Responsible for providing passionate customer service while maintaining a high rate of accuracy and efficiency.  Maintain a professional appearance in both dress and behavior.  Mental concentration and attention to detail is necessary for tolerating frequent interruptions.  Maintain the security and confidentiality of pertinent information and records. Develop and maintain proficiency with job related systems and equipment by attending bank training and reading related materials.  Assist on teller line as needed to include all teller services. Partner with Bank Manager on internal audits. Additional duties as required. QualificationsKNOWLEDGE AND EXPERIENCE REQUIRED EDUCATION: High school education or equivalent required RELATED WORK EXPERIENCE: One (1) year customer service and/or sales experience, preferably with a bank or equivalent related products required; two (2) preferred. Legend Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. FDIC-Insured




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