What are the responsibilities and job description for the Personal Banker position at Boone Health?
Perform all activities related to the opening or closing of various types of time and demand deposit accounts, including certificates of deposits, checking accounts and savings accounts, commercial business checking, money market accounts, estate accounts, trusts, IRA deposits/withdrawals, etc., ensuring that applicable regulations, disclosures, policies, and procedures are observed. Monitor and meet set account goals.
Cross-sell Bank services through needs identification and by following Step program guidelines thus ensuring that most positive and profitable relationship possible exists between the Bank and its customers. Submit referrals to correct departments based on customer needs including consumer and commercial loans, mortgage loans, investements, merchant services etc. Process appropriate paperwork for additional products like BusinessLink RT, ReSubmitit etc. Give customer applications for other products MasterCard/Visa, home loans, etc. Enter appropriate tracking referrals and utilize the STEP program. Monitor and meet set referral goals.
Recruit new business and individual customers. Develop and maintain favorable customer relations. Continue relationship building by making follow-up calls to new customers as directed on a 2 week, 45 and 90 day basis.
Assist in the development of manuals and supporting documentation to accomplish tasks/duties inherent in this position and others including product knowledge, referring customers and sales techniques.
Provide assistance to co-workers with customer inquiries or problems. Ensure prompt and courteous response to customer inquiries. Work as liaison between teller staff and customer service area. Handle teller inquiries on products, promotion information and referrals.
Sign customers up with banking@home and assisting them with any problems they encounter. Advise how estatement and online bill pay service works and assist customers as needed.
Work with marketing and management to implement promotions of bank products and services. Put appropriate signage and brochures in lobby and pass same to other customer service employees for display at their desks.
Assist customers with their safe deposit boxes. Keep an up-to-date inventory on safe deposit boxes and log returned keys. Maintain a monthly report of safe deposit box renters and all past due accounts. Monitor various safe deposit reports for past due, duplicate and incorrect accounts. Send drill letters by certified mail as stated in safe deposit manual. Work with locksmith for key replacement, box drilling and maintenance. Log and process payments for safe deposit box rent and calculate deposits to General Ledger on regular basis.
Do bulk of check orders and handle most check order issues. Process check orders that are returned to the bank and follow up on lost check orders.
Assist customers with inquiries and problems with balancing and reconciling their accounts at the Bank.
Direct lobby and telephone traffic to appropriate personnel if unable to handle request personally.
Disburse incoming mail to correct departments and personnel and sign for packages and deliveries.
Assist management in creating documents for sales tracking, customer mailings, scheduling staff and informational sheets for other products and procedures as needed.
Attend to CheckPlus card problems by mailing cards back to customers or destroying on a daily basis. Handle CheckPlus problems such as lost, error resolution, and replacement as backup to regular person.
Organize and monitor supplies for customer service area including brochures etc.
Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.
Assist management in establishing goals for their area and implementation of same as necessary.
Contribute to the effort of the Bank by performing other duties as assigned and request additional such duties as time permits.
Cross-sell Bank services through needs identification and by following Step program guidelines thus ensuring that most positive and profitable relationship possible exists between the Bank and its customers. Submit referrals to correct departments based on customer needs including consumer and commercial loans, mortgage loans, investements, merchant services etc. Process appropriate paperwork for additional products like BusinessLink RT, ReSubmitit etc. Give customer applications for other products MasterCard/Visa, home loans, etc. Enter appropriate tracking referrals and utilize the STEP program. Monitor and meet set referral goals.
Recruit new business and individual customers. Develop and maintain favorable customer relations. Continue relationship building by making follow-up calls to new customers as directed on a 2 week, 45 and 90 day basis.
Assist in the development of manuals and supporting documentation to accomplish tasks/duties inherent in this position and others including product knowledge, referring customers and sales techniques.
Provide assistance to co-workers with customer inquiries or problems. Ensure prompt and courteous response to customer inquiries. Work as liaison between teller staff and customer service area. Handle teller inquiries on products, promotion information and referrals.
Sign customers up with banking@home and assisting them with any problems they encounter. Advise how estatement and online bill pay service works and assist customers as needed.
Work with marketing and management to implement promotions of bank products and services. Put appropriate signage and brochures in lobby and pass same to other customer service employees for display at their desks.
Assist customers with their safe deposit boxes. Keep an up-to-date inventory on safe deposit boxes and log returned keys. Maintain a monthly report of safe deposit box renters and all past due accounts. Monitor various safe deposit reports for past due, duplicate and incorrect accounts. Send drill letters by certified mail as stated in safe deposit manual. Work with locksmith for key replacement, box drilling and maintenance. Log and process payments for safe deposit box rent and calculate deposits to General Ledger on regular basis.
Do bulk of check orders and handle most check order issues. Process check orders that are returned to the bank and follow up on lost check orders.
Assist customers with inquiries and problems with balancing and reconciling their accounts at the Bank.
Direct lobby and telephone traffic to appropriate personnel if unable to handle request personally.
Disburse incoming mail to correct departments and personnel and sign for packages and deliveries.
Assist management in creating documents for sales tracking, customer mailings, scheduling staff and informational sheets for other products and procedures as needed.
Attend to CheckPlus card problems by mailing cards back to customers or destroying on a daily basis. Handle CheckPlus problems such as lost, error resolution, and replacement as backup to regular person.
Organize and monitor supplies for customer service area including brochures etc.
Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.
Assist management in establishing goals for their area and implementation of same as necessary.
Contribute to the effort of the Bank by performing other duties as assigned and request additional such duties as time permits.
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