1st Source Bank · 1 week ago
Personal Banker (Client Services Associate), Valparaiso Circle Banking Center, Valparaiso, IN
Valparaiso, Indiana, United States
Full-time
Onsite
Mid Level
4+ years exp1st Source Bank is a retail banking institution seeking a Personal Banker to provide clients with friendly service and meet their financial needs. The role involves processing transactions, promoting bank products, and building client relationships while adhering to bank policies and procedures.
BankingFinanceFinancial Services
Responsibilities
Processes banking center transactions, safe deposit, cash machine and vault balancing activities, following bank policies and procedures
Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed
Opens personal accounts, CD’s and cross-sells bank services
Answers client inquiries and resolves less complex issues
Builds client loyalty; establishes client relationships, including addressing each client by name
Consistently delivers exceptional customer service to each and every client
Adheres to established bank policies, procedures and guidelines
Participates in retail sales programs to help meet personal and banking center goals
Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position
Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary
Assists Manager with audits, reporting and scheduling as requested
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all training related to the position
Understands all applicable laws and regulations that apply to the position and complies with the requirements
Demonstrates appropriate levels of interpersonal skills for clients and staff members
Performs all other duties as assigned
Qualification
Required
Processes banking center transactions, safe deposit, cash machine and vault balancing activities, following bank policies and procedures
Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed
Opens personal accounts, CD's and cross-sells bank services
Answers client inquiries and resolves less complex issues
Builds client loyalty; establishes client relationships, including addressing each client by name
Consistently delivers exceptional customer service to each and every client
Adheres to established bank policies, procedures and guidelines
Participates in retail sales programs to help meet personal and banking center goals
Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position
Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary
Assists Manager with audits, reporting and scheduling as requested
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all training related to the position
Understands all applicable laws and regulations that apply to the position and complies with the requirements
Customer service and sales oriented
High degree of attention to detail
Good written and verbal communication skills
Good PC skills – proficiency in Microsoft word and Excel essential
Ability to cross-sell bank products and services
Highly motivated
Ability to work in a team atmosphere
Ability to stand for prolonged periods of time
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records
Ability to handle multiple tasks in a fast-paced environment
Ability to travel to all banking centers; as well as other locations for meetings, projects, training and seminars (as needed)
Preferred
Four (4) or more years of retail banking experience preferred
One (1) - three (3) years college preferred
Company
1st Source Bank
1st Source has offered clients a convenient and friendly way to bank for over 150 years.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Andrea Short
President
Recent News
MarketScreener
2025-12-18
Inside INdiana Business
2025-11-22
2025-11-21
Company data provided by crunchbase