Personal Banker- FLOAT at State Savings Bank – Traverse City, Michigan

The Personal Banker needs to be aware of and greet customers entering the Bank. The PB is responsible for promoting business for the Bank by delivering excellent customer service to existing and potential customers when opening new accounts. The PB provides prompt and efficient service handling transactions, managing a cash drawer, answering inquiries and referring the customer to products and services offered by the Bank. The PB should be available to work Monday thru Saturday. “Yes, I can!” approach to business.

· Perform all functions of CSR and Sr. CSR.

· Deal with customers or potential customers by telephone, electronically or in person.

· Respond promptly to customer inquiries.

· Provide information on all products offered by the Bank or refer to proper person to handle request.

· Set up new customers in system. Basic account opening.

· Assist customers with internet banking.

· Assist customers with safety deposit boxes and maintain records for boxes.

· Assist customers with IRA’s and file reports as needed.

· Assist customers with Certificates of deposit.

· Maintain customer records and files.

· Complete daily reports.

· Answer phones, filing, maintaining supplies.

· Follow all Bank policies and procedures.

· Maintain professional, business-like appearance.

· Respond to ATM service calls under dual control.

· Perform other tasks requested by supervisor related to the Bank and its function.

· Communicating with Supervisors, Peers, or Subordinates

· Establishing and Maintaining Interpersonal Relationships

· Communicating with Persons Outside Organization

· Processing Information

· Answer telephones to direct calls or provide information.

· Discuss goods or services information with customers.

· Greet customers, patrons, or visitors.

· Operate computers or computerized equipment.

· Respond to customer problems or complaints.