Personal Banker

Guaranty Bank & Trust
Lakeway, TX Full Time
POSTED ON 6/5/2024 CLOSED ON 7/9/2024

What are the responsibilities and job description for the Personal Banker position at Guaranty Bank & Trust?

Imagine working somewhere that offers more than a steady paycheck; a place where you have ownership, employees are celebrated and growth is encouraged, both personally and professionally. At Guaranty Bank & Trust, we improve the financial well-being of our customers while delivering a "Raving Fans" experience, both for customers and employees.

Job Duties:

  • Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
  • Taking ownership of the customer experience including on-boarding and resolving service issues
  • Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer’s financial priorities
  • Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies
  • Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs
  • Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank
  • Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier’s checks
  • Complying with privacy policies and procedures to maintain customer confidentiality and information protection
  • Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures
  • Completing and passing all required regulatory compliance training as assigned
  • Perform any additional duties and tasks assigned by management

Qualifications & Skills:

  • Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives
  • Excellent communication skills that build customer relationships based on trust
  • Strong critical thinking and problem-solving skills to meet our customer's needs
  • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change
  • Ability to collaborate with others to achieve shared goals
  • Proficient in Microsoft Office
  • Ability to work location hours, including some weekends and evenings

Education, Experience & Licenses:

  • High school degree or higher- preferred
  • Minimum of six months’ previous banking or customer service experience
  • Minimum of six months’ cash handling experience.
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