A Personal Banking Specialist (PBS) provides basic support for personal banking services, such as account management and performs advanced teller functions with a high degree of accuracy and efficiency and provides compr…
A Personal Banking Specialist (PBS) provides basic support for personal banking services, such as account management and performs advanced teller functions with a high degree of accuracy and efficiency and provides compr…
This position will be responsible for functions associated with the commercial credit risk management of the bank. This position will also be responsible for identifying and understanding developing trends and providing …
A Personal Banking Officer provides basic support for personal banking services including account management, lending, and building a portfolio of banking clientele. This role involves managing customer relationships, of…
Job Summary The Senior HR Services Specialist is a key contributor to the Human Resources team, providing advanced support and leadership across HR operations, employee experience, and systems management. This role serve…
Skills: HR operations, Employee relations, HRIS, Process improvement, Onboarding
The Teller represents Bell Bank to our customers in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of teller transactions in accordance with established policie…
Skills: Customer service, Financial transactions, Attention to detail, Bookkeeping, Communication skills
The Teller represents Bell Bank to our customers in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of teller transactions in accordance with established policie…
This position is responsible for efficient, effective management of branch office including; ensuring established policies and procedures are followed, unequalled personal service is delivered, new customer relationships…
A Senior Personal Banking Specialist (PBS) provides advanced support for personal banking services and as needed, will perform complex teller functions with a high level of expertise and accuracy. This role involves mana…
The Teller represents Bell Bank to our customers in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of teller transactions in accordance with established policie…
The Process Automation Manager leads the IT Process Automation team and is accountable for establishing and executing the Bank’s automation strategy, systems administration, and workflow optimization initiatives. This ro…
Skills: Process automation, Systems administration, Workflow design, Strategic planning, Governance
The Teller represents Bell Bank to our customers in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of teller transactions in accordance with established policie…
The Accounts Payable Specialist I is responsible for supporting the day-to-day operations of the Accounts Payable (AP) function, including processing vendor invoices and employee expense reimbursements. This role ensures…
The Commercial Loan Coordinator (CLC) plays a crucial role in supporting our Commercial Bankers and their customers. Primary responsibilities include providing exemplary customer service to our commercial customers to as…
Skills: Customer Service, Loan Processing, Time Management, Analytical Skills, Problem Resolution
A Personal Banking Officer provides basic support for personal banking services including account management, lending, and building a portfolio of banking clientele. This role involves managing customer relationships, of…
Grand Forks, North Dakota, United States · On-site
Mid level
A Personal Banking Specialist (PBS) provides basic support for personal banking services, such as account management and performs advanced teller functions with a high degree of accuracy and efficiency and provides compr…
The Commercial Insurance Advisor/Manager strategically plans for the sales and underwriting profitability of the agency’s commercial lines business. The Insurance Advisor is responsible for the profitable growth of the A…
The Commercial Loan Coordinator (CLC) plays a crucial role in supporting our Commercial Bankers and their customers. Primary responsibilities include providing exemplary customer service to our commercial customers to as…
The commercial client services specialist operates as a connection between retail, treasury management and Healthcare Bank and deposit operations regarding VRU, commercial banking, online and mobile banking and treasury …
The Commercial Relationship Associate (CRA) plays a critical role in supporting commercial, private banking, and treasury management clients through expert coordination, problem-solving, and personalized service. This po…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school
Posted 10h ago
~40 hrs/week
Responsibilities
The Personal Banking Specialist provides comprehensive support for banking services, including account management and advanced teller functions. They are responsible for delivering exceptional customer service, identifying cross-selling opportunities, and ensuring accurate processing of financial transactions.
Requirements
Candidates must have a high school diploma or GED and 2-4 years of customer service experience. Proficiency in Microsoft Office products and strong communication skills are required, with banking experience preferred.
Full job description
A Personal Banking Specialist (PBS) provides basic support for personal banking services, such as account management and performs advanced teller functions with a high degree of accuracy and efficiency and provides comprehensive support for personal banking services. This includes assisting customers with account management, educating customers on Bell Bank's products and services, and providing assistance on these products to meet customers' financial needs.
Responsibilities
Personal Banking Duties:
Delivers exceptional customer service by engaging with customers in a professional, friendly, and efficient manner.
Conducts professional meetings with current and prospective customers to assess their financial needs and objectives.
Opens and maintains personal and business accounts.
Has basic knowledge of banking products, including checking and savings accounts, certificates of deposit, and individual retirement accounts. They can recommend and customize solutions for customers based on financial goals.
Actively identifies cross-selling opportunities and works to grow the bank’s portfolio by recommending financial products and services tailored to customer’s needs.
Meet individual goals and assist in meeting branch goals.
Resolves customer inquiries and issues by gathering relevant information, researching records, and ensuring prompt, satisfactory resolutions.
Manages overdrafts, collections, and technical exceptions for assigned accounts.
Teller Duties: (Frequency of these functions will be determined by branch needs.)
Accurately processes simple and complex (sensitive or high value) financial transactions, fulfilling customer requests in a timely manner to ensure the highest customer satisfaction. Assist less experienced team members with handling complex transactions while seeking the best customer resolutions.
Addresses simple and complex customer issues and grievances as able. Escalates complex customer issues and seeks guidance from senior staff when a situation or grievance falls outside of current policies and procedures.
Produces high quality technical work with strong attention to detail, ensuring accuracy with minimal errors.
Knows what services Bell Bank offers and seeks opportunities to refer customers and/or non-customers to appropriate personnel/teams. This role serves as a basic educational resource, providing immediate base-level support to customers on the details of Bell Bank’s products and services.
Assists in creating a clean and professional environment by maintaining neat, uncluttered tills, teller lines, and customer areas.
Maintains security and confidentiality of personal customer information.
Bell Bank Culture, Policy and Accountability Standards
Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, the Bank Secrecy Act and all applicable state and federal laws and regulations.
All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
Prompt and reliable attendance.
Perform other duties as assigned.
Education, Experience, and Other Expectations
H.S. Diploma or General Education Degree (GED)
2-4 years of customer service experience.
0-2 years of working in a banking, financial, or professional setting preferred.
Experience using Microsoft products: Outlook, Word, Excel preferred.
Ability to work flexible hours to include mornings, evenings, and Saturdays (branch specific) as scheduled.
Flex PBS must be flexible in schedule and have ability to commute to any location within a specific region as needed.
Part Time PBS must work a set minimum number of hours per week, as determined by the branch leadership.
Knowledge, Skills, and Abilities
Bookkeeping, calculator, and keyboarding skills.
Good communication, listening, and social skills
Attention to detail.
Timeliness and reliability.
Related keywords
Personal BankingCustomer ServiceAccount ManagementTellerFinancial ServicesCross-sellingChecking AccountsSavings AccountsCertificates Of DepositIndividual Retirement AccountsOverdraftsCollectionsMicrosoft OutlookMicrosoft WordMicrosoft ExcelBank Secrecy Act
People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us. As members of the Bell Bank family, we provide unequaled personal service, working in the best interest of those we serve. Our award-winning workplace promotes success, recognizes achievement – and offers an environment focused on having fun while helping others.
At Bell, we build careers. We build community. We positively impact lives around us. Employees are actively encouraged to volunteer (receiving 16 hours of paid volunteer time annually), and our unique Pay It Forward initiative has empowered more than $17 million in employee giving to people and causes we care about.
Founded in 1966 and headquartered in Fargo, North Dakota, Bell has grown to become one of the nation’s largest independently owned banks. A family- and employee-owned company, Bell has full-service bank locations in North Dakota, Minnesota, and Arizona and mortgage offices in multiple states.
Bell Bank is a Member FDIC, Equal Employment Opportunity Employer and an Equal Housing Lender (we lend without regard to race, color, religion, national origin, sex, handicap or familial status). Investment and wealth management services are not FDIC insured, have no bank guarantee, may lose value, not a deposit and not insured by any federal government agency. Bell Insurance Services, LLC is a wholly owned subsidiary of Bell Bank. Products and services offered through Bell Insurance are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not A Deposit | Not Insured by Any Federal Government Agency
Offices: 3100 13th Avenue South, Fargo, ND 58103, US
People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us. As members of the Bell Bank family, we provide unequaled personal service, working in the best interest of those we serve. Our award-winning workplace promotes success, recognizes achievement – and offers an environment focused on having fun while helping others.
At Bell, we build careers. We build community. We positively impact lives around us. Employees are actively encouraged to volunteer (receiving 16 hours of paid volunteer time annually), and our unique Pay It Forward initiative has empowered more than $17 million in employee giving to people and causes we care about.
Founded in 1966 and headquartered in Fargo, North Dakota, Bell has grown to become one of the nation’s largest independently owned banks. A family- and employee-owned company, Bell has full-service bank locations in North Dakota, Minnesota, and Arizona and mortgage offices in multiple states.
Bell Bank is a Member FDIC, Equal Employment Opportunity Employer and an Equal Housing Lender (we lend without regard to race, color, religion, national origin, sex, handicap or familial status). Investment and wealth management services are not FDIC insured, have no bank guarantee, may lose value, not a deposit and not insured by any federal government agency. Bell Insurance Services, LLC is a wholly owned subsidiary of Bell Bank. Products and services offered through Bell Insurance are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not A Deposit | Not Insured by Any Federal Government Agency
Offices: 3100 13th Avenue South, Fargo, ND 58103, US