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Personal banker • atlanta ga
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Personal Banker IIosition Description - (Universal) Personal Banker II
Position : Personal Banker II
Physical Location : Reports To :
Working Conditions : Normal, no adverse or hazardous conditions
Job Group Category : Non-Exempt
Work Hours : Hours may vary by location
As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I / II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
How You Will Make an Impact
- Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
- Open and process moderate toplex and consumer and basic small business deposit accounts, providing appropriate solutions / services to businesses for managing their cash flow.
- Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
- Limited origination of simple consumer lending products such as personal loans and credit cards.
- Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
- Meet or exceed individual sales / referrals and activity objectives - measured by an individual sales and referral scorecard.
- Cash handling and adherence to proper balancing procedures.
- Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
- Explore the customer's financial needs and rmend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
- Demonstratepliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
- Create a positive impact within themunities you serve by investing time inmunity Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and
responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action / equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Job ID PERSO004068