Personal Banker II

Description

Join Blue Sky Bank's team as a Personal Banker II in Dallas, TX!

Lead. Mentor. Build relationships. Deliver exceptional service.

As a Personal Banker II, you will play a key role in providing exceptional customer service while supporting branch operations, mentoring team members, and serving as a trusted banking resource. You will independently open and maintain consumer and business accounts, assist with audits and account exceptions, support digital banking services, and promote bank products and services that strengthen customer relationships. This position also serves as a mentor and primary support resource for Personal Banker I employees throughout the region.

Why Blue Sky Bank?

• Benefits - Enjoy a comprehensive benefits package that includes a starting accrual of three weeks of paid time off, a 401(k) plan with employer matching, and medical, dental, and vision insurance. Additional benefits include a Health Savings Account (HSA), Flexible Spending Account (FSA), Dependent Care FSA, voluntary accident and critical illness coverage, and 100% employer-paid short-term disability, long-term disability, and group life/AD&D insurance, as well as optional voluntary life/AD&D coverage.
• Customer Impact - Serve as a trusted advisor, helping customers achieve their financial goals while delivering outstanding service and solutions.
• Leadership Opportunity - Mentor Personal Bankers, Head Tellers, and Tellers while supporting training, development, and operational excellence.
• Professional Growth - Expand your banking expertise through cross-functional collaboration with Deposit Operations, Treasury Management, Payment Solutions, and other departments.

What You'll Do

Customer Relationship Management

• Open and maintain new consumer and business accounts independently
• Perform maintenance on existing consumer and business accounts
• Open and maintain customer deposit and savings accounts
• Build strong customer relationships through exceptional service and financial solutions
• Identify customer needs and recommend appropriate bank products and services
• Maintain extensive knowledge of bank products and services to provide accurate information and solutions
• Assist customers with basic CDARS questions and support officers with CDARS paperwork

Leadership, Mentorship & Training

• Serve as the primary point of contact for assistance and mentorship for Personal Banker I employees within your region
• Assist with onboarding and training new Head Tellers
• Provide guidance and mentorship to Head Tellers and Tellers
• Act as a knowledgeable resource for teammates and support branch success
• Work independently with minimal oversight while contributing to team goals

Operational Excellence

• Monitor and clear account and maintenance exceptions according to established procedures
• Review and make decisions on NSF exceptions within bank guidelines
• Exercise sound judgment when approving or declining overdrafts based on customer relationships, account history, and risk factors
• Assist with monthly, quarterly, and annual Retail Banking audits
• Conduct surprise currency audits
• Serve as a liaison between Retail Banking and Deposit Operations, Treasury Management, and Payment Solutions

Digital Banking Support

• Serve as an expert resource for customers and teammates utilizing digital banking services
• Troubleshoot digital banking issues and provide customer support
• Stay informed about digital banking tools and enhancements

Compliance, Security & Risk Awareness

• Stay current on banking regulations, policies, and security procedures
• Recognize scams, phishing attempts, fraud indicators, and other risks
• Ensure compliance with operational, regulatory, and security requirements
• Help protect customers and the bank from potential losses

Branch Support & Collaboration

• Travel between branches as needed to support business needs
• Assist with Head Teller, Teller II, and Teller I responsibilities when needed
• Collaborate effectively with team members across locations and departments
• Promote a positive, professional, and team-oriented environment
• Perform additional duties and special projects as assigned

Requirements

Required Qualifications

• High School Diploma or GED
• 3-5 years of banking experience, including cash handling and customer service
• Valid driver's license, proof of insurance, qualifying motor vehicle record, and reliable transportation
• High level of professionalism and integrity
• Strong business acumen
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities
• Strategic thinking and sound decision-making skills
• Ability to work independently and as part of a team
• Exceptional organizational and time management skills
• Ability to prioritize multiple responsibilities and projects
• Ability to address and resolve conflict professionally
• Strong employee coaching and leadership abilities
• High attention to detail and strong work ethic
• Ability to maintain confidentiality
• Flexible, adaptable, and committed to continuous learning
• Commitment to ethical business practices, integrity, and transparency

Preferred Qualifications

• Bachelor's Degree
• 5+ years of banking experience
• Previous experience mentoring or leading banking team members
• Advanced knowledge of retail banking operations and consumer/business account services