Personal Banker

C

Citizens Bank

Posted 2 months ago

Full Time

Big Bend, Wisconsin

In Person

Smart Summary

Responsibilities

The Personal Banker is responsible for building customer relationships by managing non-lending transactions and cross-selling bank products. They also ensure security compliance while assisting customers with account inquiries, deposits, withdrawals, and various digital banking services.

Qualifications

You have a high school diploma or GED and 1-2 years of banking experience, with vault or personal banking experience being a plus. You possess strong professionalism, customer service skills, and basic computer proficiency, including Microsoft Word, Excel, and email.

Must Have Skills for ATS

Vertex

NetTeller

BillPayer

Good Life Club

Microsoft Word

Microsoft Excel

Microsoft Outlook

Bank Secrecy Act

Office of Foreign Assets Control

Job Description

Hours/Schedule*:

Business hours:  Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm

38-40 hours/week

*Hours may change at any time based upon business needs   

Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.  


Essential duties and responsibilities: 

  • Represents the Bank to customers in a courteous, professional manner  
  • Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer’s needs  
  • Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc  
  • Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier’s checks  
  • Answers the phone and assists customers as needed  
  • Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure  
  • Assists customers with account inquiries  
  • Processes wire transfers  
  • Processes changes of address  
  • Processes stop payments  
  • Unlocks and resets digital banking access 
  • Processes CD deposits and batching  
  • Processes account status changes  
  • Enrolls Good Life Club members  
  • Redeems savings bonds  
  • Assists customer in balancing accounts  
  • Orders customer checks  
  • Creates new CIFs  
  • Purchases and redeems foreign currency  
  • Any and all other duties as assigned  

These additional duties may be assigned based upon branch needs: 

  • Safe Deposit Box access 
  • Vault authority  
  • Override authority  
  • Safe Deposit Box rentals  
  • Opening and maintaining IRA and HSA accounts  
  • Notary services 

Critical Competencies: 

  • Accuracy  
  • Customer Service Excellence  
  • Relationship Selling  
  • Teamwork 

 Requirements: 

  • High School Diploma or GED required  
  • 1-2 years of related experience in banking required  
  • Vault experience preferred  
  • Personal banking experience preferred  
  • High level of professionalism  
  • Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications  
  • Professional communication skills  
  • High level of confidentiality  
  • Excellent organizational skills  
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.

****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****

Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf.   

C

Citizens Bank

At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens Bank. You’re made ready and so are we. #MadeReady
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