Personal Banker

Description

Company Summary:

Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide. 

At Blue Ridge Bank our purpose is to be a trusted partner of choice in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers.

Position Purpose:

This position is responsible for demonstrating a passion for excellence while assisting new and existing customers with their immediate, short-term and long-term financial needs through the handling of transaction, new account openings, and appropriate partner referrals and complying with regulations, policies, and procedures.

Responsibilities:

• Deliver outstanding service while performing a variety of customer transactions and inquiries.
• Offer guidance to customers and provide a full spectrum of customer services.
• Set, achieve, and exceed service standards by adhering to established Service Quality Standards.
• Achieve individual sales goals. 
• Support accomplishment of branch sales goals by identifying customer needs and promoting/selling the Bank’s products/services.
• Develop strong customer relationships through performing new account follow-up for business and personal accounts and performing account maintenance in a timely manner.
• Identify opportunities to grow relationships and independently call on and develop new, existing, and prospective consumer and business customers.
• Complete arrangements and documents for special services.
• Stay informed of industry trends, competitor information, and maintains knowledge of the Bank’s products/services and pricing.
• Utilize software to identify customers’ needs and refer to other lines of business.
• Perform branch functions and support other branch employees.
• Adhere and help to ensure adherence to operational guidelines. 
• Audit drawers and perform spot checks on cash drawer limits when necessary.
• Plan, monitor and adhere to the cash requirements of the branch; place cash order and prepare shipment.
• Endure satisfactory audit ratings are achieved at the branch level. 
• May provide Notary services, Signature Guarantee and serve as back up for branch leadership when necessary.
• Maintain compliance with and adhere to all state and federal regulations and bank policies.
• Other tasks as assigned.
• Create value for the bank and its employees.
• Be a good teammate.
• Live our core values.  

Requirements

Education:

• High school diploma or equivalent. 

Skills:

• Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook). 
• Strong presentation skills. 
• Demonstrated track record of meeting sales and service goals. 
• Organizational skills and attention to detail. 
• Strong decision-making/problem resolution skills.   

Abilities:

• Work all branch hours, including weekend and evenings required. 
• Attention to detail with accuracy. 
• Ability to operate on a team.  
• Ability to ask questions and build rapport. 
• Must maintain internal and external confidentiality. 
• Successful completion of the required background checks.

Preferred Qualifications:

• Minimum of one-year experience in cash handling/customer service, as well as sales experience, focused in cross-selling products and services required.