Senior Personal Banker (2990)

Duluth, GA 30097

Advise customers on bank services for their needs (ex. Loans, credit cards, investment services)
Manage customer bank accounts; including opening, closing and processing transactions
Resolve any issues with banking services and accounts
Refer clients to product experts as needed
Reach out to potential customers to generate new business
Perform administrative duties related to accounts
Collaborate with other professionals to ensure high-quality customer service
Handle customer needs by providing high level solutions to questions and concerns
Make sound decisions based on our policies/procedures with a solid risk assessment
Manage vault functions including buying and selling cash, placing shipment orders, preparing outgoing currency, and balancing the vault.
Assist Financial Center Manager with compliance reporting
Perform internal audits to ensure personal bankers are following policies related to cash drawers

Qualifications

Advise customers on bank services for their needs (ex. Loans, credit cards, investment services)
Manage customer bank accounts; including opening, closing and processing transactions
Resolve any issues with banking services and accounts
Refer clients to product experts as needed
Reach out to potential customers to generate new business
Perform administrative duties related to accounts
Collaborate with other professionals to ensure high-quality customer service
Handle customer needs by providing high level solutions to questions and concerns
Make sound decisions based on our policies/procedures with a solid risk assessment
Manage vault functions including buying and selling cash, placing shipment orders, preparing outgoing currency, and balancing the vault.
Assist Financial Center Manager with compliance reporting
Perform internal audits to ensure personal bankers are following policies related to cash drawers

Equal employment opportunity, including veterans and individuals with disabilities.

PI284872228