What are the responsibilities and job description for the Personal Banker position at CBI Bank & Trust?
Description
GENERAL DESCRIPTION:
Performs duties within the sales function of the Bank. Sells bank products and provides top-notch customer service to our customers. Will be cross-trained as a consumer lender. Secures orders from existing and potential customers. Point of contact for savings bond issues, IRA’s. Will adhere to established Bank regulations, policies and procedures.
Key Accountabilities
POSITION REQUIREMENTS:
GENERAL DESCRIPTION:
Performs duties within the sales function of the Bank. Sells bank products and provides top-notch customer service to our customers. Will be cross-trained as a consumer lender. Secures orders from existing and potential customers. Point of contact for savings bond issues, IRA’s. Will adhere to established Bank regulations, policies and procedures.
Key Accountabilities
- Self-motivated with ability to cross-sell and meet product sales goals and outbound client calling
- Ability to develop strong client relationships
- Must possess good oral communication skills and grammar; be professional in appearance, pleasant, courteous, detail-oriented and a good listener
POSITION REQUIREMENTS:
- Must have the ability to work a flexible work schedule
- Attend meetings before and after business hours
- Must have a satisfactory record of work performance adhering to all Bank Policies and Procedures
- Position requires successfully passing credit life and disability licensing
- High School education, plus 1 year college and two years in banking or related field preferred
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