Personal Banker - Westfield

Company: STAR Financial Bank
Location: Carmel
Posted on: April 1, 2026

Job Description:

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What’s Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent. STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities. The Personal Banker position is included in a workplace model that does not allow remote work. As a Personal Banker, essential responsibilities include: Initiates and conducts interviews with all customers. Provides superior customer service including the opening of new accounts and resolution of client inquiries. Communicates with customers and potential customers either in person or on the phone to gather information for evaluation and recommendation of STAR’s banking solutions to best fit the client’s needs. Completes all account maintenance issues in a timely manner. Evaluates and responds timely to a wide variety of client issues either through direct personal action or referral to the proper source. Initiates new accounts such as savings, IRAs, certificates of deposit, money market, preferred liquidity, etc. for both personal and business accounts. Provides customers with information on deposit accounts, rates, fees, restrictions, and assists with other services. Maintains and updates knowledge relating to changes in Bank products, services and procedures. Generates new business to assist in meeting establishment profitability goals. Generates, completes, and closes consumer loans. Participates as lead internal contact for walk-in client sales inquiries. Adheres to and applies all operational policies and procedures. Identify and refer business opportunities to bank affiliates. Serves as back up for Personal Banker I duties, Branch Manager duties and/or phone customer sales inquires. Assists in the orientation/mentoring of new team members. Completes annual compliance training by designated dates, as required. May have commercial loan admin responsibilities. Skills Needed Proven sales ability to identify and recommend varying solutions. Ability to provide superior customer service through face to face and phone conversations. Demonstrated technical ability to perform required duties and the ability to keep current on new products, loan promotions, and all services offered. Proven critical thinking and problem solving skills. Excellent oral and written communication skills. Ability to consistently apply policies and procedures. Strong attention to detail. Strong organizational skills. Proficiency in computer skills, to include windows based systems. Selected candidates are intended to become a Personal Banker II after 90 days of employment and must complete all certification requirements. Schedule Needs The Personal Banker role requires approximately 38.5 hours per week, scheduled between 8:30am and 5:15pm, Monday through Friday, with a rotating Saturday shift from 8:45am to 12:15pm. On weeks you're scheduled to work Saturday, you'll receive a shortened workday that week. Travel Expectations Assignments or training sessions may be held at various locations, such as Marion, Fishers, and Fort Wayne. In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 11 1/2 holidays. Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.

Keywords: STAR Financial Bank, Dayton , Personal Banker - Westfield, Accounting, Auditing , Carmel, Ohio