Personal Banker - Edina Office
GENERAL DESCRIPTION OF POSITION
Under general supervision and following established guidelines and procedures as
well as all applicable banking laws and regulations, including BSA and AML, is
responsible for attaining sales goals, providing customer support and service, and
developing customer relationships. Meet or exceed all production goals, Banking
Center Associate Standards, and regulatory requirements.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Implements and administers procedures to attain established performance
goals set forth by Management. Meets or exceeds all production goals. This duty
is performed daily, about 35% of the time.
2. Develops customer relationships by identifying needs and making appropriate
recommendations for products and/or services. Expands existing relationships and
attracts new business by seeking referrals from all customers and soliciting
products and services by phone. Consistently and accurately uses CRM program
in various capacities, including customer profiling. This duty is performed daily,
about 25% of the time.
3. Provides professional, courteous service to all customers including opening
new accounts and processing loan requests. Meets or exceeds Secret Shop score
expectations. This duty is performed daily, about 20% of the time.
4. Maintains a strong working knowledge of and ensures full compliance with all
applicable banking regulations. Maintains confidentiality of customer account
information, security alarm codes and general codes used within the facility.
Ensures effective implementation of bank security policies and procedures, and
attends annual BSA and Security training. Performs new account opening with
minimal errors. This duty is performed daily, about 15% of the time.
5. All other special projects and duties as assigned. This duty is performed weekly,
about 5% of the time.
EDUCATION AND EXPERIENCE
High school or GED, plus specialized schooling and/or on the job education in a
specific skill area; e.g. data processing, clerical/administrative, equipment
operation, etc, plus 12 to 18 months related experience and/or training. Or
equivalent combination of education and experience.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire.
The following physical activities described here are representative of those that
must be met by an employee to successfully perform the essential functions of this
job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions and expectations.
Semi-repetitive, low physical. Semi-repetitive type work which requires periods of
concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is regularly required to sit,
talk or hear; occasionally required to stand, walk, use hands to finger, handle, or
feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 10 pounds. Specific vision
abilities required by this job include close vision; and color vision.