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Personal Banker - South Meridian Branch

DL Evans Bank

Meridian, IDJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
Meridian, ID
Work Authorization
Not specified

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Job overview

The Personal Banker acquires new consumer and small business customers and expands relationships with existing customers. As an initial sales and service contact and proactive branch team member, the banker identifies financial-services opportunities and makes referrals to investment, mortgage, and lending personnel. The role also provides backup teller coverage, processes transactions, balances daily activity, handles documents and account maintenance requests, and works toward sales and referral goals.

Skills & qualifications

RequiredNice to have

Skills

Customer AcquisitionRelationship ManagementSalesFinancial Services ReferralsTeller TransactionsCash Balancing

Full job description

This job was posted by https://idahoworks.gov : For more information, please see: https://idahoworks.gov/jobs/2622644 Responsible for acquiring new consumer and small business customers and expanding relationships with existing customers. Serves as a proactive member of the branch team as the initial sales and service contact for new and existing customers. Recognizes product and financial services opportunities as well as refers to Investment Services, Mortgage Department, and lending personnel to help customers achieve their financial goals and the team to achieve its business goals. Serves as a backup-teller and performs a variety of functions in paying and receiving, including processing deposits, withdrawls, loan payments, cashiers checks, and cash advances. Balances each days transactions and verifies cash totals. Perfoms a variety of functions in preparing and filing documents, requests address changes or loan maintenance as needed. Meets or exceeds established sales, cross-selling and referral goals.

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