Personal Banker at PremierBank – Jefferson, Wisconsin

PremierBank is an award winning locally owned, community bank offering a full range of high-quality banking services, delivered with personalized service. We are a true community bank, dedicated to building strong customer relationships and serving as a trusted financial partner in the communities that we serve.

We recognize that our employees are our most valuable asset, and we’re committed to offering career development opportunities, competitive compensation, and generous benefits to support their growth and well-being. We’re proud to be recognized as a Top Workplace award winner, with an average employee tenure of over 9 years, a reflection of our strong, supportive work culture. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional atmosphere is valued within the workplace.

We currently have a career opportunity for a Full-time Personal Banker to join our team at our Jefferson location.

SUMMARY

The Personal Banker plays a key role in building strong, mutually beneficial relationships between customers and PremierBank by providing exceptional service in an accurate, efficient, and friendly manner. With a customer-first mindset, this individual helps clients make informed financial decisions by answering questions, resolving concerns, cross-selling products and services, and referring to other experts within the Bank as appropriate. The Personal Banker actively seeks opportunities to deepen relationships through education and personalized guidance, always keeping the customer experience as the top priority.

ESSENTIAL DUTIES

• Opens and closes accounts in accordance with established procedures and compliance standards in an accurate and timely manner
• Respond to customer inquiries and resolve issues related to account features, setup, and maintenance, including but not limited to payments, stop payments, and wire transfers.
• Support customers with Digital Banking tools in accordance with bank procedures.
• Completes and submits thorough and accurate documentation in a timely manner
• Perform Teller functions and process customer transactions accurately and efficiently as needed
• Actively engage with customers in person and over the phone to identify and address their financial needs by maintaining expert knowledge of the Bank’s products and services while staying aware of competitors’ offerings
• Builds and maintains long-term customer relationships through proactive outreach, consistent follow up, and by offering personalized, value-added financial solutions
• Maintain awareness of fraud trends, ask appropriate questions to help protect customers and the bank from fraud loss, and accurately complete required fraud documentation.
• Provide exceptional customer service through all interactions by demonstrating empathy, professionalism, and a genuine commitment to helping both prospective and existing customers
• Adhere to policies, procedures, and regulatory banking requirements
• Assist the Branch Manager with ongoing training and development of Teller Staff
• Maintains the highest level of integrity, professionalism, and respect at all times.
• Other duties as assigned

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.

• A High School Diploma or equivalent required.
• One year of previous customer service experience preferred.
• Experience in the banking industry preferred but not required. Ability to complete and maintain all required training in accordance with organizational, County, State, and Federal regulations.
• Ability to read and comprehend instructions and correspondence in English. Bilingual skills in Spanish a plus.
• Prioritize and plan work activities, use time efficiently, demonstrate accuracy and thoroughness. Ability to work under pressure and meet established goals and objectives.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to analyze and interpret data.
• Ability to apply common sense understanding to carry out instructions furnished in written and oral form. Ability to identify and resolve complex problems in a timely manner. Ability to gather and analyze information.
• Ability to use Microsoft Office Suite and other computer programs.
• Occasional driving may be required to float between branches where coverage is needed and for training purposes.
• Ability to work with no supervision while performing duties.
• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

The incumbent must be able to perform this position safely, without endangering the health or safety to himself or herself or others.

All of the above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

In addition, the RIGHT candidate will have personal values that align with the core values we live by:

• Intentionally Customer Focused
• Collaborative
• Integrity. Professionalism. Respect. In ALL we do.
• Accountability
• Community Minded

We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short-term and long-term disability insurance, and both Traditional and Roth 401(k) retirement plans with company contributions and matching. Generous paid time off starts on day one, with three weeks of PTO available upon hire!

If you meet the above qualifications and are looking for a great opportunity to utilize your talents and skills at a leading organization, apply now!

PremierBank is an affirmative action and equal opportunity employer and adheres to EEO Guidelines to offer employment without regard to race, color, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis. All qualified applicants will receive equal consideration for employment.