JobMesh

Personal Banker II

Vision Bank · US

Description The Personal Banker II is a financial liaison to customers while maintaining excellent customer service. The primary responsibility is acquiring,...

Job description

Description The Personal Banker II is a financial liaison to customers while maintaining excellent customer service. The primary responsibility is acquiring, managing, and retaining meaningful relationships with customers using their financial knowledge to offer, explain and sell financial products and solutions. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Duties/Responsibilities: - Builds new customer relationships through frequent interactions with customers, proactively contacts customers. - Consistently looks for opportunities to improve sales efforts, branch profitability and deposit growth of the branch. - Cultivates a partnership with the Branch Retail Manager to drive sales and ensure that all customer needs are met. - Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary. - Helps to foster teamwork in the b...