Senior personal banker job description

Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
* Follow the established policies in accordance with the bank and the supervisor's direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Approval limits will be based upon level of authority
* Perform other tasks requested by supervisors as they relate to the bank and its functions

Environmental and Physical Requirements:

* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Operate a computer and other office machinery
* Ability to lift up to 25 lbs

FCBI is an equal opportunity employer.

* Six months of accountable cash handling/transaction management in a retail or customer service environment
* Successful completion of the FCBI Step Program for internal employees
* Must be able to get along with co-workers and work effectively in a team environment.
* Must be able to work a flexible schedule including evenings, weekends, and holidays.
* Schedules are prepared based on business need and subject to change at any time.
* High school diploma, high school equivalency or currently attending high school
* At least 18 years of age
* Must successfully pass background investigation according to company policy

FCB Mesquite Wal-MartFull Time

The Senior Personal Banker is a senior-level sales role with significant sales and leadership responsibilities. The Senior Personal Banker will acquire, deepen, and retain relationships with new and existing Retail Bank clients through in person, phone, and video engagement. They will also play a key role in driving branch-level success through a focus on coaching and mentoring. The overall objective of this role is to build client satisfaction and loyalty, deepen client relationships, and increase both individual and team sales. The Senior Personal Banker, in conjunction with the Branch Manager, has significant coaching/mentoring responsibilities and is expected to set the tone for the team through on-the-floor leadership and participation in management routines.
Responsibilities:

In conjunction with the Branch Manager drive team success by providing input on branch planning; identifying and setting priorities for the week/day; leading daily routines; assisting with new hire onboarding; and managing performance through consistent feedback and activity-based coaching Act as a change champion by adopting new technologies, capabilities, and processes quickly and visibly; actively influence team members to do the same Act as the Branch Managers delegate when needed; this may include handling client escalations and conducting daily proof processes to ensure adherence to operational requirements and investigating controllable losses among branch staff Drive client satisfaction through delivery of an exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services; coach team members to do the same Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization Represent Citibank as a brand ambassador, an expert on Citi's products and their benefits and an educator on digital innovations; recognize transaction needs of clients and educate clients on digital channels for self-service Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing, and reporting control issues with transparency. Understand and comply with Citibank policies, standards, and procedures to ensure the security of the Bank's and clients' assets.



Qualifications:


2+ years of relevant experience; banking/finance, retail, or sales experience required Prior leadership experience preferred Proficient computer skills and banking technology skills NMLS registration; Safe Act compliant



Education:


High school diploma or equivalent required; Bachelor's Degree preferred



Job Family Group:

Consumer Sales


Job Family:

Branch Sales


Time Type:

Full time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

22-1002Branch LocationRegular Part-Time30Monday through Thursday 9:00 am to 5:00 pm
Friday 9:00 am to 6:00 pm

Saturday 9:00 am to 2:00 pm Monday through Thursday 8:30 am to 5:00 pm

Friday 8:30 am to 6:00 pm

Saturday 8:30 to 2:00 pm

Who We Are

SchoolsFirst FCU is the largest credit union in California and the nation's largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We're growing and looking for talented, service-oriented people to join our team.

What We Believe

There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we're also dedicated to providing service to each other. That means creating an environment where you're empowered to do what you do best every day, with opportunities for ongoing development and growth. So you can provide the trusted advice and financial expertise that makes a positive difference in the lives of our Members. It's a truly unique culture, in an organization with a truly unique mission.

What You'll Be Doing

Provides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.

* Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day Performs other related duties as assigned or requested.
* Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.
* Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Performs research on accounts, identifies and corrects Member account problems.
* Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
* All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
* Performs other related duties as assigned or requested.

Additional Job Functions

* Performs other duties as assigned
* Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualifications

* Required High School Diploma or GED
* 1-3 years of previous related experience Required