Position Description
**Title: **Personal Banker I
**Department: **Retail Banking
**Reports to: **Branch Manager
**Supervises: **None
**Classification: **Non-exempt
Date Prepared: May 14, 2024
Summary / Objective
The Personal Banker is responsible for providing exceptional customer service by using excellent, in-depth knowledge of company products, understanding the customer’s unperceived need’s, and communicating effectively with team members.
Experience & Education Requirements:
Essential Job Functions:
Required knowledge, skills & abilities:
· Basic understanding of financial products and services and the ability to learn more
· Assessing customer needs, providing solid recommendations, and building customer relationships to optimize sales opportunities with new and existing customers
· Effective written and verbal communication skills and computer skills
· Must possess a professional demeanor including business attire, courtesy, tact and conflict management skills
· Ability to apply critical thinking and problem solving skills
· Ability to adapt to changing demands and requirements
· Successful completion of in-house training programs or other approved training programs
· Compliance with BSA regulations as appropriate to the position
****Physical Demands and Work Environment:
· Ability to use standard equipment such as computers, phones, photocopiers
· Requires manual dexterity, the ability to move and lift up to 25 pounds, (i.e. cash drawers, money/coins)
· Occasionally access the outside of the Bank building to service the ATM and drive-up area
· Occasional local travel to other worksites is required
· Sitting or standing for longer periods of time
· Must be able to work schedules that meet the needs of the Bank, which may include early morning, evening and /or weekend hours
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other Duties
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. It is expected that from time to time other duties, both related and unrelated to the above, may be assigned and therefore, required.
Required Skills
Required Experience