Personal Banker

Citizens Bank - WI
Eagle, WI Full Time
POSTED ON 1/7/2024 CLOSED ON 3/9/2024

What are the responsibilities and job description for the Personal Banker position at Citizens Bank - WI?

At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a part time Teller to join our Eagle Branch team.

Hours/Schedule*:

Weeks 1&3: Sunday Closed, Monday 8:45am-5:30pm, Tuesday Off, Wednesday Off, Thursday 8:45am-5:30pm, Friday 8:45am-5:30pm, Saturday Off

Weeks 2&4: Sunday Closed, Monday 8:45am-5:30pm, Tuesday Off, Wednesday Off, Thursday 12pm-5:30pm, Friday 8:45am-5:30pm, Saturday 8:15am-12pm

  • Hours may change at any time based upon business needs

Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.


Essential duties and responsibilities:

  • Represents the Bank to customers in a courteous, professional manner
  • Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer’s needs
  • Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
  • Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier’s checks
  • Answers the phone and assists customers as needed
  • Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
  • Assists customers with account inquiries
  • Processes wire transfers
  • Processes changes of address
  • Processes stop payments
  • Unlocks and resets Netteller
  • Processes CD deposits and batching
  • Processes account status changes
  • Enrolls Good Life Club members
  • Redeems savings bonds
  • Assists customer in balancing accounts
  • Orders customer checks
  • Creates new CIFs
  • Purchases and redeems foreign currency
  • Any and all other duties as assigned

These additional duties may be assigned based upon branch needs:

  • Safe Deposit Box access
  • Vault authority
  • Override authority
  • Safe Deposit Box rentals
  • Opening and maintaining IRA and HSA accounts
  • Notary services

Critical Competencies:

  • Accuracy
  • Customer Service Excellence
  • Relationship Selling
  • Teamwork

Requirements:

  • High School Diploma or GED required
  • 1-2 years of related experience in banking required
  • Vault experience preferred
  • Personal banking experience preferred
  • High level of professionalism
  • Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
  • Professional communication skills
  • High level of confidentiality
  • Excellent organizational skills

****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****

Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf.

Personal Banker
Associated Bank - Corp -
Hales Corners, WI
Senior Universal Banker (Personal Banker)
Summit Credit Union -
Berlin, WI
Senior Universal Banker (Personal Banker)
Summit Logo -
Pewaukee, WI

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Personal Banker?

Sign up to receive alerts about other jobs on the Personal Banker career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$74,357 - $109,316
Income Estimation: 
$80,040 - $126,818
Income Estimation: 
$99,449 - $137,132
Income Estimation: 
$99,449 - $137,132
Income Estimation: 
$115,993 - $166,053
Income Estimation: 
$135,670 - $195,261

Sign up to receive alerts about other jobs with skills like those required for the Personal Banker.

Click the checkbox next to the jobs that you are interested in.

  • Cross-Selling Skill

    • Income Estimation: $79,353 - $113,109
    • Income Estimation: $79,577 - $114,791
  • Customer Relationship Management (CRM) Skill

    • Income Estimation: $78,400 - $115,246
    • Income Estimation: $86,027 - $139,124
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Citizens Bank - WI

Citizens Bank - WI
Hired Organization Address East Troy, WI Full Time
The Branch Manager is responsible for overseeing the daily operations of a bank branch, ensuring a strategic focus on de...
Citizens Bank - WI
Hired Organization Address Big Bend, WI Full Time
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope...

Not the job you're looking for? Here are some other Personal Banker jobs in the Eagle, WI area that may be a better fit.

Personal Banker

Associated Bank, Menomonee Falls, WI

Personal Banker

Associated Bank - Corp, Port Washington, WI