Position Overview:
As a Floating Personal Banker, you will provide high-quality customer service, assist clients with a variety of personal and business banking products, and support multiple branches on an as-needed basis. You will be expected to work in different locations ensuring smooth operations and consistent service delivery. The Floating Personal Banker role provides a dynamic work environment where you can build relationships, support customers, and develop a wide range of banking skills across different locations.
Primary Duties:
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Provide personalized service to customers, answering inquiries, and assisting with their day-to-day banking needs
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Build and maintain strong relationships with customers by understanding their financial goals and recommending appropriate solutions
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Address customer concerns and resolve issues promptly, ensuring a positive experience for every customer
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Promote and sell banking products, including personal and business checking and savings accounts, loans, credit cards and line of business products and partners
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Assist customers with account opening, closing, maintenance and other banking transactions
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Provide support to various branches based on operational needs, ensuring smooth banking services in all assigned locations
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Flexibility in moving between branches depending on staffing needs, vacations or special circumstances
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Ensure that all transactions are conducted in compliance with bank policies, regulations and procedures
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Safeguard client information and ensure confidentiality
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Work closely with branch teams to support day-to day operations and maintain high customer service standards
Requirements:
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Career minded individuals that want to join an organization where they can gain experience and build a career. Citizens State Bank provides career paths and development plans to get you where you want to go.
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High school diploma or equivalent.
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Successful completion of in-house training program for PBI and PBII.
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Good interpersonal communication and computer skills.
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Cash handling skills preferred but not required.
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Comfort with technology such as mobile services and online-banking services
NOTE: This job description is not intended to be all-inclusive, other duties may be assigned.
