Job Title: Personal Banker Department: Retail Banking Reports To: Branch Manager Summary: Serves as a point of contact for customer experience-related activity for the branch, including proactive sales and service, for personal and business customers.
MAJOR DUTIES & RESPONSIBILITIES: Relationship Building: • Drives branch growth through outbound prospecting and community engagement. • Conducts customer needs analysis to uncover needs for personal and business deposit accounts, loans, trust services, electronic banking services, and other ancillary products. • Interviews and gathers customer information, opens new deposit accounts. • May originate consumer loans depending on volume and needs of branch. • Conducts account relationship reviews through appointment setting. • Creates an enhanced customer experience with an “all-in-one” approach to relationship building.
Electronic Banking: • Makes recommendations for personal and business electronic products, enrolling both personal and business customers. • Demonstrates, onboards, and supports e-banking customers (ACH, wires, bill pay, mobile deposit, mobile banking, personal finance, remote deposit capture.) • Assists customer with self-service devices, whether in-person or remotely in a virtual capacity.
Education & Community Outreach: • Acts in a public relations capacity for the bank by performing CRA-related activities, facilitating financial literacy-focused public seminars, serving as a member of service organizations. Compliance: • Maintains compliance with BSA and CIP. Review and interpret business account documentation (Articles of Incorporation, Bylaws and meeting minutes, among others) for compliance with Beneficial Ownership laws and other regulatory requirements. • Other duties as assigned.
EDUCATION, EXPERIENCE & REQUIREMENTS: • Bachelor’s or Associate’s Degree in finance field preferred or related experience • Successful completion of in-house training program • 5+ years’ experience in a banking/lending environment • NMLS Certification (may be obtained after hire) • Ability to work flexible hours, including evenings and weekends.
PHYSICAL & MENTAL DEMANDS: • Stand, walk, sit, stoop, reach with hands or arms, occasionally move up to 25 pounds, and use hands to finger, handle, or feel objects, tools, or controls • Talk, hear, write, read, type, understand technical manuals, manipulate numbers, and communicate effectively in person, on the phone, and via letter/e-mail • Effectively organize, prioritize, and complete work assignments, and deal with frequent and/or multiple interruptions • Learn duties/tasks in a reasonable amount of time • Perceive clearly at both close and long range, and possess adequate peripheral vision, depth perception, color distinction, and focusing ability
Additional Salary Information: Incentive and merit bonus potential, retirement with profit sharing, full medical/dental/vision benefits or $250 cash in lieu for opt-out, Life/AD&D/STD/LTD coverage, PTO
Internal Number: 10
About Superior National Bank
Superior National Bank approaches every day with the philosophy that we “Grow Your Future.” Our employees are instrumental in helping us achieve that goal. Thank you for your interest in joining our team!
Our Vision: Growth through a culture of innovation, while maintaining our primary values of customer first and employee pride.
Mission: To provide a Superior Experience Every Time.
Customer First – Drives Every Decision
Caring About People – The Heart of All We Do
Innovative Thinking – Encouraging Ideas and Creative Solutions
Teamwork – Everyone and Every Voice Matters
Integrity – Do the Right Thing
As an organization, we value the efforts of our employees as they strengthen our pillars of trust through the great work that they do. Each member of our team plays an integral role in supporting the overall success of the organization. We try to create a work environment that supports employee development and engagement, staffing our locations with honest, hard-working people who truly care about one another and their customers and our community. If this describes a culture that appeals to you, we invite you to apply to join our team!