Personal Banker- T Part-Time

We are currently searching for the right person to join our team as a Personal Banker- T.  The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers. 

 Our Company’s culture supports customers in achieving their financial goals and dreams.  The Personal Banker is able to help contribute to this by:

Job Duties:

 This position will train in Teller duties first and then train in opening new accounts.  Below are the duties of each position.

 Teller

·         Handle cash transactions and make appropriate decisions regarding negotiable instrument transactions, including verify cash and endorsements, receive proper identification and ensure validity, and identify counterfeit currency.

·         Balance ATMs and all cash on hand, drawer activities and totals on a daily basis. Ensure all cash and coin is secured in accordance with bank policy when not in use.

·         Consolidate and balance daily transactions.

·         Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier’s checks

Personal Banker

·         Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs

·         Taking ownership of the customer experience including on-boarding and resolving service issues

·         Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank

·         Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs

·         Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer’s financial priorities

 Combined

 

·         Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies

·         Complying with privacy policies and procedures to maintain customer confidentiality and information protection

·         Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures

·         Completing and passing all required regulatory compliance training as assigned

·         Perform any additional duties and tasks assigned by management

 Qualifications & Skills:

·         Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives

·         Excellent communication skills that build customer relationships based on trust

·         Strong critical thinking and problem-solving skills to meet our customer's needs

·         Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change

·         Ability to collaborate with others to achieve shared goals

·         Proficient in Microsoft Office

·         Ability to work the follow