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Head Personal Banker
Job description
About The Role
The Head Personal Banker will provide support to other personal bankers to ensure exceptional customer service and operational efficiency at the location. They will also follow the guidelines provided by management and lead by example. Job Duties Creating a proactive sales and service environment to maximize employee sales productivity and customer service effectiveness for existing and potential customers in order to achieve financial goals and deliver superior customer service Supervise, mentor, and motivate the personal banking team to achieve performance goals.
Creating an environment in which people want to do their best Collaborating with management to develop and implement a sales and service plan for the location, which incorporates assigned goals and sales and service activities in order to achieve the location’s objectives Reviewing and monitoring sales and service performance against plan to identify gaps, issues, and best practices as well as developing and implementing action plans to close the gaps and resolve issues Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer’s financial priorities Engaging customers in the lobby to assist, educate, and train them on how to conduct transactions through self-service technologies Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialist that can help them with specialized financial needs Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank Performing transactions such as opening accounts, accepting deposits and loan payments, cashing checks, issuing money orders and cashier’s checks Complying with privacy policies and procedures to maintain customer confidentiality and information protection Complying with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures Completing and passing all required regulatory compliance training as assigned Perform any additional duties and tasks assigned by management About You Qualifications & Skills: Ability to read and interpret data, numbers, trends, and instructions to make effective decisions Self-motivated, assertive, performs well in a goal-oriented environment Monitor progress and track results of goals set by management Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives Excellent communication, negotiation, and interpersonal skills.
Strong critical thinking and problem-solving skills to meet our customer's needs Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change Ability to collaborate with others to achieve shared goals Proficient in Microsoft Office Adaptability, flexibility, and ability to work location hours including some evenings Education, Experience & Licenses: Minimum of three years’ banking experience, with a focus on personal banking or retail banking High School diploma or higher Sales or Marketing experience Management or Leadership experience preferred A successful record of coaching and mentoring employees to improved results- preferred PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management.
Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation. Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
What We Offer
Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents.
You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays.
PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays.
In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out! We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US. No Recruiters or unsolicited agency referrals please.
Qualifications
& Skills: Ability to read and interpret data, numbers, trends, and instructions to make effective decisions Self-motivated, assertive, performs well in a goal-oriented environment Monitor progress and track results of goals set by management Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives Excellent communication, negotiation, and interpersonal skills.
Strong critical thinking and problem-solving skills to meet our customer's needs Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change Ability to collaborate with others to achieve shared goals Proficient in Microsoft Office Adaptability, flexibility, and ability to work location hours including some evenings Education, Experience & Licenses: Minimum of three years’ banking experience, with a focus on personal banking or retail banking High School diploma or higher Sales or Marketing experience Management or Leadership experience preferred A successful record of coaching and mentoring employees to improved results- preferred PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management.
Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation. Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
COMPENSATION
& BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents.
You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays.
PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays.
In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out! We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US. No Recruiters or unsolicited agency referrals please.
Description copied from Glacier Bancorp's careers page. Read the full posting before you apply.
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