Personal Banking Specialist - Duluth, MN

Job description

A Personal Banking Specialist (PBS) provides basic support for personal banking services, such as account management and performs advanced teller functions with a high degree of accuracy and efficiency and provides comprehensive support for personal banking services. This includes assisting customers with account management, educating customers on Bell Bank’s products and services, and providing assistance on these products to meet customers’ financial needs. Responsibilities: Personal Banking Duties: Teller Duties: (Frequency of these functions will be determined by branch needs.) - Delivers exceptional customer service by engaging with customers in a professional, friendly, and efficient manner. - Conducts professional meetings with current and prospective customers to assess their financial needs and objectives. - Opens and maintains personal and business accounts. - Has basic knowledge of banking products, including checking and savings accounts, certificates of deposit, and individual retirement accounts. They can recommend and customize solutions for customers based on financial goals. - Actively identifies cross-selling opportunities and works to grow the bank’s portfolio by...