What are the responsibilities and job description for the Personal Banker position at Citizens Bank?
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 full time Personal Banker to join our Waukesha Branch team.
Hours/Schedule*:
Business hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm
35-40 hours/week
*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
- Sells gift cards
- 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
- ATM balancing
- 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.
