Personal Banker
Guaranty Bank & Trust, N.A.
- Longview, TX
- Permanent
- Full-time
- Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
- Taking ownership of the customer experience including on-boarding and resolving service issues
- Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer’s financial priorities
- Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies
- Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs
- Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank
- Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier’s checks
- Complying with privacy policies and procedures to maintain customer confidentiality and information protection
- Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures
- Completing and passing all required regulatory compliance training as assigned
- Perform any additional duties and tasks assigned by management
- Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives
- Excellent communication skills that build customer relationships based on trust
- Strong critical thinking and problem-solving skills to meet our customer's needs
- Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change
- Ability to collaborate with others to achieve shared goals
- Proficient in Microsoft Office
- Ability to work location hours, including some weekends and evenings
- Bilingual (English/Spanish) preferred
- High school degree or higher- preferred
- Minimum of six months’ previous banking or customer service experience
- Minimum of six months’ cash handling experience.
0 years: A minimum of six months' previous banking or customer service experience