Personal Banker (Full Time) – The Woodlands, College Park Full Time

About The Position

Requirements

• High school graduate or equivalent.
• Good understanding of financial services and products provided.
• Zero up to 3 years of New Account experience
• Complete Personal Banker Mentor Program or Personal Banker Learning Plan
• Teller Learning Plan, if applicable
• Understanding the Caller Identification Process and Secure code – training offered by Training Department
• BPM Training, I, II, III and IV
• Understanding when to use DocuSign – Training DocuSign forms and templates
• Open Consumer Checking and Savings Accounts
• Open Commercial Checking and Saving Accounts
• Issue Debit Cards
• Complete requested customer file maintenance
• Clear DDA exceptions – clear timely
• Input debit card disputes
• Offer bank products to customers – cross sell
• Credit Cards
• Check orders – Harland check order training
• Wire transfers domestic – introduction to wires and domestic wire training
• Denial exceptions – clear timely
• Missing signature cards – clear timely
• Identify fraud situations – Risk Management I, II and III
• Assist on teller line, if applicable
• Close accounts
• Service charge waivers – needing approval – weekly report
• Additional duties as assigned by Banking Center Manager
• Online banking
• Excellent communication and public relations skills.
• Professional appearance and attitude.
• Ability to operate related computer applications and business equipment including 10-key and telephone.
• Solid math and bookkeeping abilities.

Responsibilities

• Assumes responsibility for the effective and professional performance of financial service functions.
• Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans.
• Answers questions and solves problems for clients by listening, collecting data, and securing answers.
• Profiles clients to identify sales opportunities.
• Uses lead lists and other strategies to develop methods of generating additional business.
• Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
• Resolves client requests and questions promptly, courteously, and professionally.
• Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested.
• Maintains privacy of customer account information.
• Maintains and projects the Bank’s professional reputation.
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
• Assists area personnel as required.
• Keeps Banking Center Manager informed of area activities and significant problems.
• Completes required reports and records accurately and promptly.
• Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
• Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit.
• Review new account and data entry, as needed, to ensure accuracy.
• Supporting Treasury Management with new accounts and services for clients.
• Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review.
• Assumes responsibility for related duties as required or assigned.
• Actively and professionally sells Bank products and services. Responsible for meeting sales production goals.
• Performs related clerical duties as needed.
• Ensures that work areas are clean, secure, and well maintained.