Personal Banker Associate - Katy
Description
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker. The Personal Banker Associate must efficiently process a variety of customer transactions, generate business and deepen relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed.
Duties will include, but are not limited to, the following:
Greet customers and facilitate a welcoming and customer-focused environment
Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
Build and maintain relationships with customers to help identify financial products and services that meet their needs
Promote financial products and services
Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
Generate new business and expand relationships with current customers through networking and Centers of Influence
Respond to customer inquiries and concerns and create positive solutions
Support other employees as needed
Required Skills:
Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals
Minimum 6 months of cash handling, processing of transactional payments, and/or point of sale experience in a retail sales or service environment and/or previous banking experience
Ability to generate referrals including making on-site visits with local businesses
Ability to work effectively as a team member and with customers.
Strong work ethic and high integrity
Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
Friendly, outgoing, assertive, confident, and enthusiastic personality
Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Banks expense
Preferred Skills:
Successful sales record in a retail banking environment; with knowledge of bank services and products.
Bilingual (fluent verbal and written Spanish) skills
Physical Requirements:
This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.
Apply Now
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker. The Personal Banker Associate must efficiently process a variety of customer transactions, generate business and deepen relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed.
Duties will include, but are not limited to, the following:
Greet customers and facilitate a welcoming and customer-focused environment
Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
Build and maintain relationships with customers to help identify financial products and services that meet their needs
Promote financial products and services
Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
Generate new business and expand relationships with current customers through networking and Centers of Influence
Respond to customer inquiries and concerns and create positive solutions
Support other employees as needed
Required Skills:
Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals
Minimum 6 months of cash handling, processing of transactional payments, and/or point of sale experience in a retail sales or service environment and/or previous banking experience
Ability to generate referrals including making on-site visits with local businesses
Ability to work effectively as a team member and with customers.
Strong work ethic and high integrity
Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
Friendly, outgoing, assertive, confident, and enthusiastic personality
Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Banks expense
Preferred Skills:
Successful sales record in a retail banking environment; with knowledge of bank services and products.
Bilingual (fluent verbal and written Spanish) skills
Physical Requirements:
This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.
Apply Now