Careers

SUMMARY

Promotes, open and maintains personal and business products and services to new and existing customers while providing excellent customer service.

ESSENTIAL DUTIES

•     Ensure that the branch sales and service supports the overall branch objective to provide superior service.

•     Develop new business by identifying and determining customer’s financial needs and offer appropriate products and services.

•     Market and actively promote Bank products and services through professional and community events.

•     Refer customers to appropriate personnel for additional financial service products and then follow-up to ensure that the sales or service expectation was successfully met.

•     Meet both branch and individual referral sales goals as assigned.

•     Maintains accurate sales records and regularly reviews sales results with Sales & Service Manager and prepares an action plan taking appropriate steps to meet or exceed sales goals.

•     Demonstrate the ability to open, process and maintain all Bank products and services using the most approved Bank resources and system.

•     Perform account inquiries and updates for customers.

•     Prepares for and participates actively in branch sales and service meetings.

•     Provide backup and support to branch staff including vault, counting cash, daily ATM procedures, cash/coin processing, ordering supplies and opening/closing branch as required.

•     Obtain and provide Notary Public services at Sales and Services Manager's discretion.

SECONDARY DUTIES

The position of Personal Banker I performs duties specific to the position and other functions as assigned.

COMPLIANCE RESPONSIBILITIES

Must be familiar with all deposit related regulations and receive training on a regular basis as appropriate.  This includes but in not limited to BSA, Reg E, Reg CC, Reg DD, BPA, RFPA/Reg P, Reg D and Branch Closing Procedures.  Personal Banker I must follow all policies and procedures as set forth by the Bank as well as any regulations.

The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.

This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems.

SUPERVISORY RESPONSIBILITY

The position of Personal Banker I has no/ or limited supervisory responsibility.

ENVIROMENTAL AND PHYSICAL ACTIVITY

The Personal Banker I, is in a non-confined office-type setting in which he or she is free to move about at will.  It may include some minor annoyances such as noise, odors, drafts, etc,

This employee in the course of performing this position spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.

This employee for this position may operate any or all of the following:  telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

MENTAL DEMANDS

This employee in this position must be able accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and /or ability required to perform the position in a satisfactory manner.  Individual’s abilities may result in some deviation from these guidelines.

-Interpersonal and oral communication skills

-Basic math & PC skills

-Attention to detail

-Customer service & Organization skills

-1 year or greater of business development and sales experience