Join one of the best banks in Arizona. Thanks to our amazing team, Foothills Bank has been named a Top Company to Work for in Arizona for five consecutive years!
The work schedule is full time, 40 hours per week. No work on weekends or holidays!
SUMMARY:
As a primary contact for bank customers, the Senior Personal Banker is responsible for developing and retaining customer relationships through providing a consistent level of exceptional service. Open new business and consumer accounts. Response to customer inquiries and provide solutions based on their needs. Proactively work to develop and maintain long-standing customer relationships. Greet, listen, engage, and actively profile to ascertain customer needs and present sound and mutually beneficial financial solutions. Maintain high quality personal performance and professional standards and actively request support and training as needed. Assists and supports the BM with oversight of Personal Bankers and New Account Representatives. Serve as back up if the Assistant Branch Manager is absent.
DUTIES AND RESPONSIBILITIES:
- Assists and supports the BM with hiring decisions, training, performance reviews, disciplinary actions, and coaching/mentoring the personal bankers and new account representatives.
- Assists Branch Manager in overseeing branch in the event of both branch manager and assistant branch manager absence
- Originate Consumer Loans for branch and as assigned by Consumer Loan Department Manager
- Open, maintain or originate consumer and business deposit, savings, health, time deposit accounts, IRAs, foreign/domestic wires, safe deposit boxes, and e-banking products in an efficient manner
- Promote and assist customers with various aspects of the Visa Business Card
- Prepare associated documentation and scan for record retention purposes within required time frames
- Educate customers as to penalties, earnings, etc.
- Display exceptional customer service skills in order to gain, retain and maintain customer relationships
- Primarily responsible for developing and retaining customer relationships
- Play an integral role in bank growth by meeting customer’s needs while maintaining profitability and proactively finding opportunities to enhance customer relationships
- Identify customer needs through active listening and profiling and fulfilling their needs with appropriate products and services
- Act promptly on customer requests, follow through on commitments and obligations. Ask follow-up questions to determine if customer needs and expectations have been addressed
- Process ACH and debit card disputes, stop payments, etc. and escalate as necessary
- May act as Teller when needed; maintain up to date training and compliance standards
- Maintain proficient knowledge of bank products and services to effectively present the appropriate solutions to the customer
- Answer incoming calls, answer inquiries, direct calls, take messages and return call
- Complete bank training in a timely manner
- Regular and predictable attendance is an essential function of this job.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- May be required to work at other Foothills Bank branches due to staffing shortages
- Participate in community service and bank sponsored activities
QUALIFICATIONS:
- High School Diploma or Equivalent
- 3+ years banking experience
KNOWLEDGE, SKILL, ABILITY:
- Demonstrated effective interpersonal relationships and teamwork
- Advanced account opening and maintenance skills
- Familiarity with consumer lending
- Ability to lead in a positive manner with a focus on others
WORK ENVIRONMENT:
Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.
Specific lifting abilities required by this job include: Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
