Personal Banker

Personal Banker

Location: Addison, TX (On-Site)

Position Summary

The Personal Banker serves as a trusted advisor and primary point of contact for customers, delivering personalized financial guidance and proactive support across deposit products, loans, and account services. This role is responsible for building strong client relationships, understanding individual financial goals, and providing tailored solutions while ensuring an exceptional customer experience.

The ideal candidate is relationship-driven, exercises sound judgment, and thrives in a customer-focused environment. They consistently balance performance, compliance, and integrity while delivering high-quality service.

Essential Responsibilities

• Build and maintain strong, long-term client relationships by serving as a primary contact for personal banking needs
• Provide personalized financial guidance across deposits, lending products, and account services
• Educate customers on banking solutions and assist with account maintenance, service requests, and issue resolution
• Perform teller functions as needed, including processing deposits, withdrawals, payments, and check cashing in accordance with bank policies
• Maintain accuracy in cash handling, balancing, and daily settlements
• Exercise sound judgment and uphold ethical standards in all customer interactions
• Adhere to all regulatory, security, and compliance requirements, including Bank Secrecy Act (BSA) obligations
• Stay current on bank products, services, policies, procedures, and applicable regulations through ongoing training
• Identify opportunities to deepen customer relationships through proactive service, referrals, and solution-based conversations

Core Competencies

• Strong problem-solving skills with the ability to manage competing priorities
• Customer-focused mindset with a commitment to service excellence
• High attention to detail with strong multitasking and organizational abilities
• Clear and professional verbal and written communication skills
• Proficiency in Microsoft Office (Word, Excel) and core banking systems
• Ability to adapt quickly in a dynamic environment
• Strong initiative, motivation, and sense of urgency

Qualifications

• Minimum of one (1) year of banking experience; cash handling experience preferred
• Demonstrated customer service skills with a service-oriented mindset
• Strong organizational and time-management abilities in a fast-paced environment
• Ability to multitask while maintaining accuracy and attention to detail
• Strong interpersonal skills with the ability to build effective relationships
• Clear verbal and written communication skills
• Proficiency in Microsoft Word, Excel, and Outlook
• Ability to handle frequent customer inquiries via phone and email