What are the responsibilities and job description for the Personal Banker position at Valley Bank of Helena?
DUTIES AND RESPONSIBILITIES:
- Primarily responsible for developing and retaining customer relationships using a defined process (PB Standard of Care).
- Play an integral role in bank growth by meeting customer’s needs while maintaining profitability and proactively finding opportunities to enhance customer relationships.
- Responsible for identifying customer needs through active listening and profiling and fulfilling their needs with appropriate products and services.
- Act promptly on customer requests, following through on commitments and obligations. Ask follow-up questions to determine if customer needs and expectations have been addressed.
- Maintain proficient knowledge of Valley Bank products and services to effectively present the appropriate solutions to the customer.
- As a representative of Valley Bank you will conduct yourself at all times in a positive and professional manner while maintaining a professional appearance and treating everyone with dignity and respect.
COMPLIANCE & SECURITY
- Take responsibility for complying with all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control as well as following company policies and procedures.
- Accountable for maintaining accuracy and attention to detail in all aspects of the job which include but are not limited to documentation, preparation and maintenance of loans, accounts and computer applications.
- Responsible for keeping all information related to customers, co-workers and the bank private and confidential. Assure that any private information is accessed only as it pertains to the performance of your position, being aware of others who can hear your conversations or view private information.
- Proactively protect Valley Bank and its customers from counterfeit and fraudulent activity by staying current on fraud warnings and initiating discussion with customers regarding specific transactions to prevent potential loss to customers and Valley Bank.
- Complete all required annual compliance training and continuing education to stay current with bank policy, regulations and licensing requirements by the applicable due date.
- Responsible to stay aware of and adhere to the banks security policy. Notify management of any situation that may cause a security risk.
COMMUNITY SERVICE/PERSONAL EXCELLENCE
- As a Personal Banker you are responsible for pursuing personal excellence by setting personal goals, identifying opportunities to grow and acting on those opportunities to learn.
- Identify personal interests and opportunities to make a positive difference for someone else. Give back to the community by participating in at least six community service activities each year.
- High School diploma or equivalent.
- At least 2 years customer service experience.
- 1 year of banking experience
KNOWLEDGE, SKILL, ABILITY:
- Must have the ability to work under pressure.
- Must be able to work quickly and accurately.
- Ability to understand and follow written and oral instructions.
- Ability to communicate effectively verbally and in writing.
- Some knowledge of keyboarding or computer.
- Ability to establish and maintain effective working relationships with employees, other departments, and the public.
- Ability to use listed tools and equipment.
- Working knowledge of New Accounts operations.
- Basic understanding of computer systems.
- Ability to maintain professionalism with disgruntled customers.
- Working knowledge of lending practices.
WORK ENVIRONMENT: Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise. Must be capable of occasional travel (less than 10 days per year) by automobile (as a driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
What We Offer:
COMPANY OVERVIEW: At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative and eager to learn. We are dedicated to providing opportunities for personal advancement and professional growth by investing in the tools and training needed to build a personalized career path for you.
Glacier Bancorp, Inc. is a regional bank holding company headquartered in Kalispell, Montana with assets greater than $12 billion, operating in numerous community bank divisions across 8 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado, Arizona and Nevada). We pursue a community banking philosophy, emphasizing personalized service combined with the full resources of a large banking organization. Over the years, Glacier Bancorp has received numerous awards for stability and soundness, and has repeatedly ranked among the top 10% in the nation for financial strength.
We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, age, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.
No Recruiters or unsolicited agency referrals please.
Salary : $12 - $0