Personal Banker (Client Services Associate), Portage Avenue Banking Center, South Bend, IN

POSITION SUMMARY
Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services.

ESSENTIAL REQUIREMENTS

Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures.

Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.

Opens personal accounts, CD’s and cross-sells bank services.

Answers client inquiries and resolves less complex issues.

Builds client loyalty; establishes client relationships, including addressing each client by name.

Consistently delivers exceptional customer service to each and every client.

Adheres to established bank policies, procedures and guidelines.

Parti...