| Job Description |
General Summary:
The Personal Banking Manager must have the ability to train and lead personal banking staff on the sale of bank products to bank customers. Must be experienced in sales training and possess the ability to motivate staff. Duties would include, but are not limited to: managing the Personal Bankers and Bank Receptionist; managing the IRAs, and HSAs functions, adhering to compliance requirements and reporting; work with the CDARS program in setting up accounts as well as maintaining account reporting; work closely with the Merchant Processing Vendor in managing the credit card and payment processing solutions offered to our customers; work closely with the Credit Card Vendor in managing the credit card options offered to our customers; work directly with customers in sales and service of bank products, including opening new accounts, taking loan applications, handling customer concerns and problem resolution. The ability to properly interact with customers and co-workers and the possession of a salesperson’s aptitude are a must for this position, with an emphasis on excellent customer service. Leading by example to provide best in class customer service is required. Must have the ability to make external sales calls and interact with key customers.
Essential Job Functions:
Be an expert on the Bank’s deposit accounts and services and training Personal Banking Staff.
Possess excellent written and verbal communication skills.
Be able to communicate and satisfactorily deal with all consumer and business customers of the Bank who may have issues or questions relating to current or future products and services.
Have a comprehensive understanding of all compliance issues related to deposit accounts, including IRA’s and HSA’s, consumer lending, merchant processing, credit card offerings, and internet banking issues.
Work closely with Marketing and Business Development Officer to develop new products/services/training programs.
May be assigned special projects by Bank Senior Management.
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