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Personal Banker I - Millbury
Fidelity BankMillbury, MA, US
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[job_card.job_description]
Personal Banker I - Millbury
Job Category : Retail Banking
Location : Millbury Banking Center, 16 S Main Street, Millbury, MA 01527, USA
Pay Range : $20 to $22.36 USD
Description
Our Personal Bankers play a key role in allowing our valued clients to see LifeDesign in action. By delivering outstanding, caring service, our Personal Bankers demonstrate our commitment to help clients get where they want to be. Our Personal Bankers provide the highest level of customer service in a positive, courteous, and enthusiastic manner to all employees, clients, and the community.
Essential Job Functions / Responsibilities :
Maintains a superior knowledge of all Bank products and services
Maintains knowledge of client facing digital technologies
Demonstrates our LifeDesign approach to banking with colleagues, clients and in the community
Team player and supports the goals of the banking center with proactive activities
Achieves individual sales / referral goals
Responds to all client questions, problems, and concerns in accordance with predetermined SLAs
Provides a high level of customer service and uses our Care Process
Utilizes the client's relationship profile, each and every time, to uncover additional needs.
Opens new consumer and business accounts, following our Life Design sales process
Takes all consumer loans within scope of their authority
Processes all teller transactions efficiently and accurately
Adheres to bank operating policies and procedures
Promotes mortgage, consumer, and commercial loan activities.
Balances teller drawer daily and adheres to our Teller Accuracy Standards Policy
Ensures confidentiality of customer information
Ensures the security of the banking center and follows all security policies and procedures.
Conducts outbound phone calls to our clients to deepen relationships
Performs other duties as assigned.
Qualifications :
High School Diploma and a minimum of one year of customer service or related experience.
Proven customer service, written and verbal communication skills.
Ability to prioritize and multi-task.
Good understanding of online navigation, digital bank services and applications
Proven ability to learn and use multiple computer programs, including Microsoft Word, Excel, the internet, and Microsoft outlook.
Must have cyber security awareness to protect the digital environment, the Bank, and customers.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities