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Banker - Palmetto
Banker - Palmetto-March 2024
Palmetto
Mar 30, 2026
About Banker - Palmetto

  General Responsibilities

  Excellence in service, attention to detail, and a proven ability to build rapport and trust with prospective customers are critical to success in the Relationship Banker position. The Relationship Banker is positioned to meet all customer needs including opening new accounts, processing teller transaction, upselling additional products or services and acting as a resource for problem solving or education. A key expectation is providing a customer experience that exceeds expectations. The Relationship Banker also plays a critical role in ensuring that branch operations adhere to security, compliance and audit standards.

  Key Responsibilities and Accountabilities

  The Relationship Banker's Key Accountabilities include, but are not limited to the following:

  Achieves sales goals by identifying and cross-selling products and services beneficial to customersListen carefully to customers' needs to determine appropriate product and services.Identify new banking customers and grow relationships with existing customers through social interactions within the store along with outbound calls, marketing displays and other prospecting techniquesProvides exceptional customer service in an accurate and expedient manner that satisfies the individual needs of each customer and builds loyalty to the BankEnhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and retail store partnersPractices branch security procedures and protects customer confidentiality and privacyProcesses a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations. Transactions includes, but not limited to cashing checks, processing deposits and withdrawals, and issuing monetary instrumentsPerforms opening, closing, and other branch servicing duties such as cash balancing, maintaining and servicing automated teller machines, and cleaning work areas.Follows company policies as directed to assure proper records are maintained and losses preventedBrings a professional image to customers and co-workers and be able to respond appropriately to direction and feedbackContributes to a positive and respectful work atmosphereSupervision of Personnel

  NoneWorking Conditions

  Typically, an in-store environment. Ability to work in a small area, and interact face-to-face with customer over a four-foot counter for an extended period of time. Ability to occasionallylift boxes of coin and money drawers weighing up to 30 lbs. Ability to occasionally retrieve and replace safe deposit boxes weighing up to 30 lbs., height up to 6 feet. Ability to reach over counter to help customers. Ability to reach upper cabinets for supplies. Ability to access facility. Ability to move through retail store to speak with customers. Ability to operate and read computer terminal screen.

  Travel

  Occasional travel to other branches or corporateQualifications Summary

  Education

  HS Diploma or equivalent.Experience

  One year of banking experience required, two years' work experience in retail with one year being direct customer service experience preferred.Knowledge and Skills

  Basic math proficiency and aptitude-ability to add, subtract, multiply and divide in order to help customers with their transaction, and balance teller drawer

  Basic PC skills (Word, Excel and email); and ability to learn to use the Bank's core system to process teller transactions, look-up customer accounts, and troubleshoot the equipment when problems occur

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