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Personal Banker

Robert Half
locationOlney, IL 62450, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

We are looking for a customer-focused Personal Banker to join our team on a Contract basis. This role supports daily branch operations by assisting clients with account services, processing routine banking transactions, and helping identify financial products that align with customer needs. The ideal candidate brings strong communication skills, sound judgment, and a solid understanding of banking practices and compliance standards.


Responsibilities:

• Deliver attentive and detail-oriented service to customers, ensuring each interaction is handled promptly and respectfully.

• Guide clients through account openings, certificate of deposit transactions, and other deposit-related services while confirming documentation is complete and accurate.

• Address account questions and service concerns by researching issues and providing practical, timely resolutions.

• Recommend appropriate banking products and share relevant information with customers to support relationship growth and service needs.

• Complete teller and branch transactions, including deposits, withdrawals, check handling, night drop processing, and daily balancing activities.

• Verify customer identity, review required information, and follow compliance procedures when opening, maintaining, or closing accounts.

• Support operational tasks such as debit card requests, check orders, cash shipments, supply monitoring, proof balancing, and monthly reporting assistance.

• Represent the bank in the local community and contribute to business development efforts by building strong customer relationships.

• Assist branch leadership and provide broader support for deposit operations and other assigned banking activities as needed

• Experience in customer service within banking, financial services, or a similar regulated environment.
• Working knowledge of personal banking products, account servicing, and basic branch operations.
• Ability to process transactions accurately, manage cash responsibly, and maintain detailed records.
• Familiarity with banking regulations, identity verification practices, and compliance expectations.
• Strong verbal communication and interpersonal skills with the ability to serve customers professionally in person and by phone.
• Comfort using banking platforms, core systems, and standard office technology to complete daily work.
• Ability to handle multiple priorities, stay organized, and exercise sound judgment in a fast-paced setting.

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