Personal Banker jobs in United States
cer-icon
Apply on Employer Site
company-logo

Merchants Capital · 1 day ago

Personal Banker

Merchants Capital is excited to be opening a new branch in Bloomington, and they are seeking a Personal Banker to serve as the primary point of contact for customers. The role focuses on delivering exceptional service, processing transactions, and opening accounts while maintaining compliance and operational accuracy.

Customer ServiceFinanceFinancial Services

Responsibilities

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

Qualification

Customer serviceCash handlingBanking transactionsCross sellingProfessional communicationBanking productsWork ethic

Required

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

Benefits

Health
Vision
Dental
401K
ESOP
100% Tuition Assistance
4 weeks paid time off

Company

Merchants Capital

twittertwittertwitter
company-logo
Merchants Capital is a financial services company.

Funding

Current Stage
Growth Stage
Total Funding
$59M
Key Investors
Merchants BankTWG Development
2025-09-04Undisclosed· $9.5M
2025-09-04Debt Financing· $8M
2019-11-05Debt Financing· $25.5M

Leadership Team

B
Brian J. Sullivan
EVP, Chief Operating Officer
linkedin
Company data provided by crunchbase