POSITION TITLE: Personal Banker
LOCATION: Gwinnett Financial Center - Duluth, GA
DEPARTMENT: Retail
REPORTS TO: Financial Center Manager
SUPERVISOR TO: N/A
EMPLOYMENT TYPE: Full Time
STATUS: Non-Exempt
DEPARTMENT | ROLE DESCRIPTION:
We are looking for a personal banker to assist our customers in managing their bank accounts and finances. You’ll be responsible for building long-term relationships with clients and cross-selling them our products and services. Personal bankers should be excellent communicators with knowledge of our banking processes and products. You’ll be the face of our bank and we’ll depend on you to provide high-quality customer service.
RESPONSIBILITIES (INCLUDING BUT NOT LIMITED TO):
- Advise customers on bank services for their needs (ex. Loans, credit cards, investment services)
- Manage customer bank accounts; including opening, closing and processing transactions
- Resolve any issues with banking services and accounts
- Refer clients to product experts as needed
- Reach out to potential customers to generate new business
- Perform administrative duties related to accounts
- Collaborate with other professionals to ensure high-quality customer service
- Handle customer needs by providing high level solutions to questions and concerns
- Make sound decisions based on our policies/procedures with a solid risk assessment
- Assist with the consumer and commercial lending process.
EXPERIENCE | QUALIFICATIONS:
MINIMUM YEARS OF EXPERIENCE
- 2+ years of customer service experience
MINIMUM QUALIFICATIONS
- Experience in sales or customer service field
- Excellent communication skills
- Customer-oriented approach to problem solving
PREFERRED QUALIFICATIONS
- Knowledge of banking practices and regulations
- Cash handling experience
Equal Employment Opportunity/M/F/disability/protected veteran status
Notice to Recruiters: We value our recruiting partnerships, but to protect the interest of all parties, Oconee State Bank (OSB) does not accept unsolicited resumes from recruiters. All recruiting is managed through OSB's Human Resources Department and contacting hiring managers directly is not appropriate. If you would like to develop a recruiting relationship, please work directly with Human Resources. All unsolicited resumes submitted through our website or to OSB email accounts shall be deemed property of Oconee State Bank.