Personal Banker
Personal Banker
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Salary Not Disclosed
1 Vacancy
Job Description
Great Place to Work Certified October 2024 October 2025 USA
Overview:
The Personal Banker position provides personalized banking services by performing all customerservice functions while maintaining friendly and positive relationships with customers andcoworkers.
Primary Responsibilities:
- Manage customer bank accounts; open close and oversee transactions
- Resolve issues with banking services and accounts
- Answer incoming calls from customers and resolve basic inquiries for deposit and basicloan questions.
- Perform account maintenance for customers who want to change their banking products
- Learn and follow the banks operating procedures
- Process additional functions including detailed reporting as assigned by supervisor
- Escalate issues when necessary to supervisor in order to achieve successful customerservice
What we are looking for:
- 2 years Customer Service Experience preferably in financial services
- High School Diploma or GED required
- Exemplary organizational problemsolving and communication skills
- Advanced Customer service skills
- Ability to follow precise directions and learn banking equipment and software quickly
- Able to take action to achieve goals beyond the normal scope of responsibility
Opportunities & Benefits We Will Provide:
- Help redefine small business banking
- Competitive salary and equity in a fastgrowing startup
- 100% paid medical dental and vision benefits for employees and their domestic partners and dependents
- 100% paid life and disability insurance
- Flexible vacation policy
- 401k plan
More About SmartBiz Bank:
- 60% of the loans funded by our banks are for womenowned minority or veteran businesses
- Great Place to Work Certified
- American Bankers Best Places to Work in Financial Technology inand 2023
- Rated excellent by TrustPilot review website
- The company has raised $47 million in venture funding. Investors include Venrock Investor Growth Capital and First Round Capital.
Employment Type
Full Time
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