What are the responsibilities and job description for the Personal Banker I position at Idaho First Bank?
Description
The primary responsibility of the Personal Banker is to assist customers in managing their bank accounts and finances through individualized services. In this role, the personal banker oversees all aspects of their clients’ accounts, informing and providing them with banking services including new accounts, loans or credit cards.
Essential Functions
At least one year of previous financial experience is highly desired.
About IFB
Idaho First Bank Idaho First Bank (IFB) is a full-service state-chartered community bank established in October 2005 and headquartered in McCall, Idaho. Known for its People First and Community First motto, the Bank serves the greater Southwest Idaho and Central Oregon communities. Branch locations include McCall, New Meadows, Eagle, Ketchum, Nampa, Boise, and Bend. Idaho First Bank is a member of the FDIC and an Equal Housing Lender. For more information, visit us at www.idahofirstbank.com
Equal Opportunity Employer
The primary responsibility of the Personal Banker is to assist customers in managing their bank accounts and finances through individualized services. In this role, the personal banker oversees all aspects of their clients’ accounts, informing and providing them with banking services including new accounts, loans or credit cards.
Essential Functions
- Manage client bank accounts, including opening, closing, and updating accounts
- Identify opportunities to offer/refer additional products and services that will add value to our customer relationships
- Review documents for accuracy and legal compliance, collect and verify required customer information for account openings and revisions
- Assist customers with mobile banking and account management tools
- Respond promptly to customer queries and complaints by offering solutions or referring them to the correct individuals
- Performs teller functions as needed
- Review and decision overdraft items in accordance with bank policy
- Complete required compliance and educational training
- May be asked to support business development activities as needed within individual markets
- Participate in Community First Events
- Provide exceptional customer service while remaining in Bank regulatory and legal guidelines
- May require flexibility and willingness to work and travel to various areas of retail operations
- Exceptional communication, organizational and computer skills
- Must be able to maintain strict customer confidentially
- Work respectfully and cooperatively with all IFB Team members
- Self-directed: must be able to fulfill responsibilities of the position with minimal supervision
At least one year of previous financial experience is highly desired.
About IFB
Idaho First Bank Idaho First Bank (IFB) is a full-service state-chartered community bank established in October 2005 and headquartered in McCall, Idaho. Known for its People First and Community First motto, the Bank serves the greater Southwest Idaho and Central Oregon communities. Branch locations include McCall, New Meadows, Eagle, Ketchum, Nampa, Boise, and Bend. Idaho First Bank is a member of the FDIC and an Equal Housing Lender. For more information, visit us at www.idahofirstbank.com
Equal Opportunity Employer