[Full-time] Personal Banker 2 at City National Bank of WV

Location: West Virginia

Equal Opportunity Employer

Department: Retail

Location: Beckley, WV (Eisenhower)

Reports To: Branch Manager


Grade Level: 9

Status: Non-Exempt

Summary Description:

Provides excellent
customer service, ensuring that all customer needs are met. Responsible for
actively promoting, selling, cross-selling and referring the bank?s products
and services to prospective and existing customers. Opens and maintains all
types of customer product accounts and serves as primary contact for resolving
routine and complex problems on customer accounts. Provides assistance to other
areas of the branch as needed, including assisting the Branch Manager in
coaching customer service representative (CSR) staff in referral opportunities,
and performing the essential functions of a CSR.

Essential Functions:

  • Consistently executes City?s phone, platform,

and CSR service standards to provide excellent customer service

  • Displays a positive and professional attitude at

all times

  • Actively promotes and sells the bank?s products

and services to prospective and existing customers by using City?s customer
conversation model to uncover customer needs

  • Maintains an up to date working knowledge of the

bank’s products and services

  • Assists customers with routine maintenance and

complex service issues; sees through to completion

  • Assists customers with loan applications,

recommends appropriate loan structure, gathers required documents, submits
package to retail loan department and closes retail loans as needed

  • Meets minimum individual production levels for

retail loans, checking accounts and mortgage referrals; actively contributes to
branch goals

  • Develops and maintains customer relationships;

actively seeks referral resources from existing customers

  • Seeks to develop and maintain centers of

influence for new referral business

  • Refers customers to other departments and

business partners appropriately

  • May act as primary branch contact in absence of

Branch Manager

  • Maintains a general knowledge of the competitive


  • Completes all required training within

predetermined time limit

  • Adheres to all bank regulatory, audit, and

compliance policies and procedures

  • Reasonable accommodations may be made to enable

individuals with disabilities to perform the essential functions of the job

Position Requirements:

  • High school diploma or equivalent
  • 2+ years of demonstrated sales and service


  • 2+ years of customer service experience
  • Prior retail loan experience
  • 2+ years of banking experience preferred
  • Ability to multi-task, organize and prioritize

to ensure excellent customer service

  • Displays professional dress and demeanor
  • Personal computer proficiency
  • Must be compliant with Loan Officer Requirements

of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes a
review of the candidate?s financial responsibility, character, and general
fitness prior to placement in role. Within 30 days of employment, employee must
comply with NMLS registration and corresponding background check requirements

  • Typically the employee may sit to perform work;

however, there may be some standing, walking, bending and lifting 5?10 pounds

  • Work is generally performed indoors in

environmentally-controlled conditions

Critical Skills/Expertise:

  • Excellent customer service and sales skills
  • Strong leadership skills
  • Excellent oral communication and listening


  • Knowledge of the bank?s operations, policies and


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