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Personal Banker | Buckrail Jobs


Community bank is seeking well-qualified candidates for the position of Personal Banker. The Bank of Jackson Hole offers competitive wages and a generous benefits package.

· To apply, please complete an application at www.bankofjacksonhole.com/careers

The Personal Banker is a first point of contact for customers. The Personal Banker is responsible for providing exceptional customer service to all customers, both internal and external, by demonstrating a high level of professionalism, positive demeanor, courtesy, communication, confidentiality and thorough knowledge of company products and services. Personal Bankers will work closely with team members and other departments within the bank and strive to ensure the best banking experience possible for all customers and individuals.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Greet customers in a professional, friendly, hospitable manner by acknowledging the customers, making eye contact and rising when a customer enters the bank
  • Professionally answer and administer incoming calls
  • Respond to customer inquiries in person, via telephone and email correspondence
  • Serve as back up teller as needed
  • Update customer information files i.e. change of address, phone number while following bank protocol
  • Open and close variety of accounts including checking, savings, certificates of deposit, and safe deposit boxes
  • Gather information from customers, prepare paperwork, assist customer in signing of account agreements or other forms as needed
  • Ensure proper disclosures are presented when opening new accounts
  • Maintain and organize all new account documentation
  • Process corresponding transaction entries
  • Gather necessary information and generate new account agreements when performing maintenance on existing accounts or adding signatories
  • Possess knowledge of bank products and services and identify opportunities to offer them to customers including: ATM & Debit Cards, Internet Banking
  • Answer questions on how products operate or direct customers to a teammate with more in depth knowledge who will be better able to assist the customer
  • Ensure only authorized individuals are allowed access to account information or safe deposit boxes
  • Generate documentation for check orders, ATM and debit cards & online banking requests
  • Assist customers with entry to safe deposit boxes
  • Collect necessary information from customers for wire transfers and internal bank transfers
  • Receive, address and follow up on minor account problems, customer issues or complaints
  • Provide timely feedback to VP Cashier regarding minor account problems, customer issues or complaints, and ALL service failures
  • Ensure customers are aware of additional Bank products and services through enhanced conversations
  • Perform a variety of clerical duties, tasks and projects as assigned
  • Follow all bank policies and procedures

Competencies

1. High Level of Honesty and Integrity

2. Accuracy

3. Thoroughness

4. Customer/Client Focus

5. Simple Math Proficiency

6. Verbal and Written Communication

7. Problem Solving

8. Decision Making

9. Work Independently / Team Member

10. Time Management

11. Personal Effectiveness

12. Flexibility

13. Stress Management/Composure

Supervisory Responsibility
Position has no supervisory responsibilities.

Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines and adding machines.

Physical Demands
While performing the duties of this job, the employee is regularly required to see, talk, hear, sit, stand, walk, bend, stoop, manual dexterity and reach with hands and arms. This is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary. Proper lifting techniques are required. This position may…



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