Personal Banker

Minimum one to three years’ experience as a Personal Banker or equivalent experience in a fast paced, ever-changing environment.
Ability to effectively present information to clients and other employees of the Bank.
Understand Legal Documentation for various entities.
Thorough knowledge and understanding of business account documentation and requirements.
Understand products and services utilized by clients as well as the risks and benefits.
Understand the Wire Transfer agreement and the risk associated with approvals.
Successful and timely completion of assigned compliance training is required.

Oversees a designated portfolio of Commercial Banking clients.
Opens all accounts for clients.
Enters Analysis related items and invoices to ensure accurate Company profitability.
Answers all client inquiries regarding accounts, products and services.
Provides highest level of service to all clients and maintain exemplary customer service standards primarily by telephone.
Effectively respond to client needs with emphasis on first call resolution.
Maintain strong product, operational and commercial banking knowledge in order to effectively resolve issues.
Comply with all Bank policies and procedures, regulations and compliance requirements in order to prevent losses and meet audit standards.
Prepare correspondence to clients and their designee’s as appropriate.
Ensure completeness of legal documentation on new account set up.
Provides ongoing relationship servicing with current clients to maintain goodwill.
Responds to customer inquiries and requests regarding account.
May represent the Bank in civic and community events to enhance the reputation of Mechanics Bank and expand business opportunities.
Perform other duties as assigned.