Principal Banker (Full-Time
Company: West Bank
Location: Mankato
Posted on: February 25, 2021
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Job Description:
Title: Principal Banker Location: Mankato, MN Reports To: Market
President
This position serves our customers by effectively and efficiently
processing both financial and non-financial transactions. Serving
as our customer's primary point of contact in the branch, this
position helps the bank build strong relationships by providing an
outstanding community banking experience. Build Strong
Relationships by acting as the bank's primary contact with its
customers as they enter the branch. Consistently providing an
outstanding service experience for every bank customer as you
perform the following functions: Effectively and Efficiently
Process Customer Transactions: Meet and exceed bank service
standards, greeting and acknowledging each customer and making them
feel welcome while closely following bank processes and security
procedures. (15%) Teller Operations - Ensure that all duties in the
teller area are completed accurately and timely, including branch
capture, ATM/ITM balancing, coin machine balancing/operating. Open
up Safe Deposit Boxes for customers using Handnet system. (25%)--
Actively Service, Maintain, Retain, and Grow Customer Accounts.
Manage customer on-line records.Resolve basic customer service
issues, unauthorized purchases, on-line banking help, debit cards,
account balancing, and various account questions. Assist with
walk-in customer traffic, answer customer calls related to product
questions, issues, rates, etc. Ask discovery questions during
service transactions. Process ATM Deposits/Do Monthly Security
Audit for Bank. Monitor and review customer account status. Open
new accounts, debit cards, check orders, etc. Complete on-boarding
process. (25%) Business/Customer Development: Using a service
centered approach, assist the bank in developing its customer base
and product distribution by identifying customer needs and
referring them to the appropriate person or product (or addressing
need when appropriate). Meet and/or exceed established referral
expectations. (10%)-- Assist Commercial Lenders - In the absence of
the Portfolio Manager you will assist the lenders in obtaining loan
documents for upcoming closings, ensuring accuracy, loan booking
and file set up, and providing outstanding customer service for any
business service need or referral. (10%) Administrative - Prepare
reports as needed for weekly lender meetings. Assist with other
projects and miscellaneous tasks as requested. (10%) Build Strong
Communities: Participate in community events, including staffing at
least two events (art festivals, community celebrations, etc.) and
participating in at least two community festivals (parades,
bank-sponsored outreach events, etc.) per year. (5%) Teamwork: Work
as a team with other Bankers to complete daily tasks, demonstrating
respect and professionalism, being prompt, and minimizing unplanned
absences. Provide high levels of service to our internal colleagues
with the understanding that our levels of internal service directly
impact the service we can provide to our external customers. Be
flexible and accepting of changes in schedule, assignments,
responsibilities or hours worked. Qualifications (Include Education
and Experience): High School Diploma, some post- secondary
education a plus. Previous cash handling and customer service
experience important, prior experience as a teller a plus.
Knowledge and use of MS Office Products, cash and currency
equipment helpful. Excellent communication and service skills very
important. Attention to detail. Questions?--Call Jill Hansen
515-222-2305.
Please send resume to Human Resources, P.O. Box 65020, West Des
Moines, IA 50265-9959, or email to--jhansen@westbankstrong.com
.
Keywords: West Bank, Minneapolis , Principal Banker (Full-Time, Education / Teaching , Mankato, Minnesota
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