Personal Banker

Personal Banker

Merchants Bank IN

Bloomington
banking transactions
customer service
cross sell
cash drawer reconciliation
bank compliance

Podsumowanie

Stanowisko: Personal Banker. Odpowiedzialności: obsługa transakcji, otwieranie kont, wsparcie celów oddziału. Wymagania: obsługa transakcji bankowych, umiejętność sprzedaży krzyżowej, dochowanie zgodności z zasadami banku.

Słowa kluczowe

banking transactionscustomer servicecross sellcash drawer reconciliationbank compliance

Benefity

  • Zdrowie
  • Wizja
  • Stomatologia
  • 401K
  • ESOP
  • 100% Pomoc w Czesnym
  • 4 tygodnie płatnego urlopu

Opis stanowiska

Job Type

Full-time

Description

Merchants Bank is very excited to be opening a new branch in Bloomington this Spring! As our Personal Banker, you will serve as the primary point of contact for customers, delivering exceptional service and tailored financial solutions. The role focuses on processing transactions, opening accounts, and supporting branch goals while maintaining compliance and operational accuracy. A successful Personal Banker will prioritize accuracy and efficiency in processing account transactions, opening new accounts, performing account maintenance, and handling loan transactions, while fostering strong, professional relationships with customers and collaborating effectively with colleagues.

Hours: Monday - Friday, 8am - 5pm. NO SATURDAYS!

Full-Time | 40 hours per week

Our Benefits: Health, Vision, Dental, 401K, ESOP, 100% Tuition Assistance, 4 weeks paid time off, plus a few more.

You will know you are successful in this role if you can the following confidently and independently.

  • Process cash and non-cash banking transactions efficiently and accurately while delivering premier customer service.
  • Cross sell products and services to meet customer financial needs and identify referral opportunities.
  • Balance cash drawers daily and reconcile Vault and ATM on a regularly with precision.
  • Actively contributes to achieving both personal and branch goals.
  • Adhere to all retail and bank policies, audit and compliance guidelines, and complete required training on time.
  • Perform other duties and responsibilities as assigned.
  • Records transactions by logging night/day drops, security checklist, cashier’s checks and other special services, preparing currency transaction reports.
  • Reconcile cash drawers by verifying transactions, counting and packaging currency and coins, reconciling loan coupons, and turning in excess or mutilated currency.
  • Comply with bank operations and security procedures by participating in all dual-control functions.
  • Demonstrate a strong work ethic, including neatness and punctuality.
  • Maintain customer confidence and protect bank operations by safeguarding confidential information.
  • Provide impeccable customer service and communicate professionally with all clients and colleagues; greet each customer with a friendly smile and positive attitude.
  • Maintain thorough knowledge of all banking products, services, systems, and procedures.

Requirements

What we are looking for...

  • Process cash and non-cash banking transactions efficiently and accurately while delivering premier customer service.
  • Cross sell products and services to meet customer financial needs and identify referral opportunities.
  • Balance cash drawers daily and reconcile Vault and ATM on a regularly with precision.
  • Actively contributes to achieving both personal and branch goals.
  • Adhere to all retail and bank policies, audit and compliance guidelines, and complete required training on time.
  • Perform other duties and responsibilities as assigned.
  • Records transactions by logging night/day drops, security checklist, cashier’s checks and other special services; preparing currency transaction reports.
  • Reconcile cash drawers by verifying transactions, counting and packaging currency and coins, reconciling loan coupons, and turning in excess or mutilated currency.
  • Comply with bank operations and security procedures by participating in all dual-control functions.
  • Demonstrate a strong work ethic, including neatness and punctuality.
  • Maintain customer confidence and protect bank operations by safeguarding confidential information.
  • Provide impeccable customer service and communicate professionally with all clients and colleagues; greet each customer with a friendly smile and positive attitude.
  • Maintain thorough knowledge of all banking products, services, systems, and procedures.

About Merchants

Ranked as a top performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple segments, including Multi-family Mortgage Banking that offers multi-family housing and healthcare facility financing and servicing; Mortgage Warehousing that offers mortgage warehouse financing; and Banking that offers retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp, with $18.8 billion in assets and $11.9 billion in deposits as of December 31, 2024, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana.

Merchants Bank and Merchants Capital have recently been honored with the 2025 USA Today Top Workplaces recognition, ranking 22nd nationally within the 500-999 employee category. This is the second year that Merchants has been recognized with this award. These accolades build on our strong history of workplace recognition, including being named a Best Place to Work in Indiana for seven consecutive years (2016–2022). For more information read the entire article here.

PM20 #BK

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