What are the responsibilities and job description for the Personal Banker position at A Hiring Company?
Join our team of professionals in Wheaton and find a rewarding career at TrustBank. Recognized in 2024 as one of America's Best Regional Banks, TrustBank was founded in 1912 and we have been Growing Prosperity Together ever since.
TrustBank-Wheaton is seeking enthusiastic and entrepreneurial team members with a positive mindset, motivation and strong communications skills.
JOB TITLE: PERSONAL BANKER
DEPARTMENT: WHEATON
REPORTS TO: MARKET PRESIDENT
FLSA STATUS: NON-EXEMPT
TYPE OF POSITION: FULL-TIME
JOB SUMMARY
Develop highly personalized customer relationships. TrustBank is focused on Wealth Management and Commercial Banking. The position is responsible for greeting customers and providing new accounts, and cross-selling banking and wealth management services. Address more complex transactions with ease and confidence. Communicate effectively with current and prospective customers, providing exceptional customer service at all times. Project a professional image for TrustBank that encourages your network and the DuPage County community to choose TrustBank.
DUTIES AND RESPONSIBILITIES
· Promote TrustBank, its Core Values and its Service Standards
o Ensure that customers receive prompt and courteous service.
o Cross-sell products to customers to meet their needs.
o Represent TrustBank at community functions and in your network to generate new relationships.
· Provide Excellent Customer Service
o Opening new business and personal accounts.
o Issue and redeem certificates of deposit. IRA knowledge a plus.
o Assist customers in resolving account related problems.
o Determine product suitability to best meet customer's needs.
· Work with the team for friendly, efficient and accurate operation of the bank
o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM)
o Open and close bank when needed.
· Other banking duties
o Occasional teller functions
o Administrative functions within the branch
o Customer support by phone
o Establish proper identification of all new customers and adhere to compliance guidelines.
o Order ATM/Debit cards and update information, activate, etc.
o Process check orders/re-orders for customers
o Other duties as assigned
WORKING CONDITIONS
The position is a full-time position, working 40-hours per week. Banking hours are Monday – Friday, 8 AM – 6 PM. Schedule is subject to change based on the needs of the bank. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.
COMPANY BENEFITS
Competitive Compensation with incentive opportunity and discretionary year-end bonus.
· Comprehensive employee benefits, including medical, dental, vision, disability, life insurance, HSA contribution, and Section 125
· Paid vacation, sick, personal, plus federal holidays
· 401k with ESOP and a discretionary employer match in bank stock
· Tuition reimbursement
DISCLOSURES
TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position.
This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization.
Equal Opportunity Employer/Disability/Veterans
Updated May 30, 2024
Requirements:
EDUCATION and/or EXPERIENCE
Must have high school education and be able to master on-the-job training requirements. Associates degree or higher in business or finance is preferred. A minimum of two years in retail banking experience is required. Banking certifications are ideal but not necessary.
REQUIRED SKILLS AND ABILITIES
Experience in customer sales, relationship management, and cross selling skills are desired. Must be proactive, have problem solving skills, work collaboratively, and be able to develop product and compliance knowledge. The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have. General working knowledge of mortgage and lending products and services and wealth management services offered by the bank.
TECHNICAL SKILLS
Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.
