Personal Banker

SUMMARY: The Personal Banker is a team member.  The Personal Banker is a finance professional responsible for helping fulfill the banking needs of our clients and connect them with account services.  The Personal Banker is responsible for building long-term relationships with clients.  The Personal Banker’s duties include, but is not limited to, advertising financial services to clients, opening new accounts based on the client’s financial activities and correcting issues with transactions.

LOCATION: 32500 Woodward Ave., Royal Oak, MI

LOCATION: 501 River St., Ontonagon, MI

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Help customers open and manage accounts
  • Assist clients with opening lines of credit
  • Maintain customer accounts and help resolve disputes
  • Refer customers to loan officers or other financial specialists
  • Resolve debit and credit issues
  • Reach out to prospective customers
  • Complete basic data-entry and administrative duties
  • Use banking software to help clients make financial decisions