What are the responsibilities and job description for the Personal banker position at Simmons bank?
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
The Personal Banker performs a key relationship building role for the bank and is responsible for in depth customer interactions and making financial recommendations to customer and prospective customers.
The Personal Banker is personable, trustworthy, knowledgeable of bank products and services, and able to handle tasks efficiently and accurately while engaging in relationship building conversations.
Essential Duties and Responsibilities
Demonstrate knowledge of all retail bank products, services and specialty product lines.
Performing customer account maintenance per Compliance and BSA guidelines.
Take responsibility for branch and individual goals through engagement with the customers and prospective customers to present and cross sell products and solutions to meet customers’ needs;
submit referrals to other staff members or lines of business to meet or exceed designated minimum goals.
Maintain knowledge of all aspects of the teller line including processing transactions, balancing cash drawer and vault, and basic branch operations functions.
Adhere to all company compliance and guidelines. Be knowledgeable of procedures and processes affecting the Personal Banker position.
Comply with all security and operations procedures including but not limited to, maintaining dual control functions and company and customer confidentially.
Record administration including completing various logs, reports.
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Perform other duties and responsibilities as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.
Skills
Ability to read and interpret documents such as procedure manuals, general business correspondence and / or journals or government regulations.
Ability to write simple correspondence.
Ability to read, write, analyze and comprehend simple instructions, financial reports and / or legal documents.
Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization
Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
Education and / or Experience
HS Diploma / GED
One year customer service required or
One year sales experience preferred
Computer Skills
MS Office programs
Certificates, Licenses, Registrations
None
Other Qualifications (including physical requirements)
Must be able to communicate well with customers and other associates.
Must be able to use a 10-key.
Other
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Activities, duties and responsibilities may change at any time with or without notice.
Skills Training :
Communication, Customer Service, Bank Products and Services, Sales, New Account, New Accounts
Equal Employment Opportunity Information : Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
These programs require positive action in lieu of neutral non-discrimination and merit hiring / performance policies.
Last updated : 2024-06-17
