FT Personal Banker

Mô tả công việc

Personal Banker Position Summary: The personal banker is the front-line of sales and service to bank customers and is responsible for providing exceptional service, meeting all assigned goals, and complying with all bank and regulatory standards. The personal banker is a blended position of the traditional bank teller and customer service or new accounts representative roles. The incumbent must attend and pass teller and platform training classes, and be fully functional in both roles.    Essential Functions: Business Development: Contribute to the overall sales efforts of the office by participating in assigned sales activities such as cross-selling Bank products to existing customers and referring non-customers to Bank products to acquire new relationships Support the Relationship Manager in branch sales initiatives through the participation in daily huddles, calling nights, out-bound sales calls, and business development calls    Customer Service: Actively engage customers in conversation not only of the financial nature but the personal nature as well allowing for the uncovering and meeting of client needs while solidifying relationships Meet the expectation of service in the eyes of the customer though the prompt, diligent and appropriate actions including but not limited to; same day return phone calls, working with other departments for problem resolution and reaching out to management in the attempt to avoid a “no" answer when possible    Compliance Standards: Actively protect the assets of Unity Bank through the adherence and enforcement of Unity Bank policies and procedures as well as all external federal, state, and local regulations; including but not limited to check cashing guidelines, new account opening procedures, wire agreements, vault operations, ATM operations, and CIP policies     Administration Responsibilities: Active participation with all activities on a Regional and Market level including but not limited to: Substituting in monthly Retail Meetings, market meetings, branch huddles and branch operational meetings Control all aspects of expense and loss as it relates to the bottom line through completion of the daily office activities that include but are not limited to, proving all cash, adherence to the new account opening procedures , completion of currency transaction reports and review of the mandatory reports To achieve or surpass the goals set by the Regional Sales Manager and the Relationship Manager thus ensuring the growth of their office and Unity Bank as a whole