Personal Banker II

Who We Are

Cadence is committed to serving the lifelong needs of our customers. That’s a commitment made possible by our exceptional teammates. Our team members are what set us apart. Friendly, open, personable and committed to excellence, our teammates make up more than just a bank … they make up our communities.

No matter where you are in life or where you’re going, we may have the right career for you.

Competitive Benefits

Cadence offers a competitive and comprehensive benefits package centered on the well-being of our teammates. Some of our benefits include medical, dental, vision, employee assistance program, life insurance, 401(k), Retirement Pension Benefits, parental leave, tuition reimbursement, and more.

Primary Purpose:

The ideal Personal Banker uncovers the financial needs of each customer and makes recommendations to address those needs. The Personal Banker performs customer services, such as opening new accounts, establishing direct deposit accounts, opening retirement accounts, assisting customers with queries concerning bank services, and provides basic cash receipt and payment services in accordance with Cadence Bank procedures. The Personal Banker is responsible for developing new business relationships and maintaining existing relationships.

Principal Duties and Responsibilities:

• Supports the branch in achieving individual and team goals, while always acting in the customer’s best interest.
• Provides exceptional customer service to all customers while treating all customers and prospects in a fair and equitable manner.
• Maintains a strong working knowledge of bank products and services.
• Engages customers and prospects through the use of questions to discover financial needs.
• Presents and educates customers and prospects on the benefits of solutions offered by Cadence Bank, including digital services and other self-service options.
• Actively refers customers to appropriate specialists and other lines of business to fulfill specialized needs.
• Proactively seeks prospects for new business through outreach and follow-up.
• Assists customers by answering questions, researching transactions, etc., while maintaining compliance and policy standards.
• Represents the bank in community affairs and civic organizations.
• Performs additional duties as required.
• Opens new deposit accounts and performs maintenance as needed on existing deposit accounts including:
  • Prepares account paperwork, receives new account deposits and ensures that all accounts are properly processed.

• Performs teller duties including:
  • Processes checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement.
  • Cashes checks and processes withdrawals after verification of customer’s signatures and balances.
  • Counts, checks and packages coins and currency.
  • Balances cash drawer at the end of the shift and compares total amounts to computer-generated sheet and reports any discrepancies to the Head Teller as necessary.
  • Checks night depository bags and records proper information.
  • Ensures that the teller stations are properly stocked with forms, supplies, etc.
  
  

Job Specifications:

• High school diploma or equivalent.
• Successful completion of in-house training program or other approved training program.
• Prefer six month’s experience in the teller function, as well as sales experience, particularly in cross-marketing products and services.
• Excellent sales, interpersonal and communication skills.
• Good understanding of Cadence Banks’s products and services.
• Above average computer and keyboard skills
• Good organizational skills.
• Ability to lift up to twenty-five (25) pounds.
• Regular and reliable attendance
• Works cooperatively with others.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Cadence Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.

Cadence Bank

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The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Cadence Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.