Personal Banker

First Northern Bank of Dixon

Davis, CA

JOB DETAILS
SALARY
$20–$22 Per Hour
SKILLS
Bank Secrecy Act, Banking Regulations, Communication Skills, Continuous Improvement, Cross-Functional, Cross-Selling, Customer Support/Service, Detail Oriented, Email Technology, Federal Laws and Regulations, Financial Services, Financial Transactions, Follow Through, High School Diploma, Interpersonal Skills, Leadership, Meet Sales Quota, Microsoft Office, Money Laundering, Needs Assessment, Presentation/Verbal Skills, Process Improvement, QoS (Quality of Service), Reconciliation, Resolve Customer Issues, Retail, Risk Management, Set Goals, Staff Training, State Laws and Regulations, Team Player, Training/Teaching, Transaction Processing/Management, Writing Skills
LOCATION
Davis, CA
POSTED
13 days ago

We’re looking for a Personal Banker to join our team! As a Personal Banker, you’ll be responsible for delivering the highest quality of service to our customers by assessing their needs. You’ll have the chance to put People First, show Absolute Integrity, all with a Zest for Excellence!

Responsibilities Include

  • Offer superior service to our customers through prompt, efficient, courteous, and professional interactions. Refers customers to appropriate person or department as needed
  • Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
  • Supports branch cash responsibilities such as shipment, balancing and reconciliation
  • Resolves customer complaints and concerns. Properly escalates concerns to supervisor and reports complaints as needed
  • Process debit card requests, complete stop payments and check holds for new and existing customers.
  • Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer’s overdraft option request and document information on our core system
  • Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank’s policies and procedures
  • Partner with branch leadership to maintain operational integrity while mitigating risk for the Bank and customers, per the standards of the Bank
  • Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
  • Be a resource to train new and existing employees as needed
  • Open and service Retail, Business, trusts, CD and IRA accounts for new and existing customers.
  • Answers business account inquiries without assistance
  • Assists with approvals within assigned limits
  • Meets established sales goals / referrals

What You’ll Need to be Successful

Qualifications

  • High School Diploma/GED
  • Minimum 1 year of prior experience in financial services with experience in cross-sales/new accounts required
  • Proficient in all Microsoft Office suite of products
  • Eagerness to learn and a drive for continuous improvement.
  • Excellent verbal, written and interpersonal communication skills
  • Ability to be professional and empathetic in all interactions.
  • Willing and able to be flexible and adapt to changing job requirements.
  • Technically savvy with PCs and email systems.

Why You Should Apply

  • Full-time position with excellent compensation and benefits package
  • Generous time off programs
  • Bonus program
  • Profit-sharing
  • Discounted stock purchase program
  • Excellent growth and development opportunities
  • And much more!

Pay Range (Hourly): $20.00-$22.00/hour

The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.

First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.

The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.

About the Company

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First Northern Bank of Dixon