Assistant Secretary, Personal Banking Officer

Essential Functions

• Attracts, advises, and serves existing and prospective customers: With every customer interaction, have in-depth conversations to help our customers achieve financial success.
• Provides direct and immediate response to customer requests or needs.
• Develops a top customer calling list.
• Proactively completes and assigns calls through the Customer Relationship Management system to expand current customer relationships and identify new business.
• Builds customer trust and loyalty which results in deeper customer relationships.
• Eager to expand branch with new clients, and businesses.
• Networks and volunteers in the community.
• Develops and maintains a broad knowledge of products and services to appropriately support customer needs.
• Accepts loan requests and oversees approval of consumer loans and is responsible for credit quality under approved authority.
• Strict adherence to bank security, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.
• Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs.
• Directs human resources development as it pertains to office professionals:
• Trains and educates all office professionals.
• Conducts performance reviews and career path meetings with staff members.
• Conducts meetings to communicate information and policies from various Bank committees.
• Ensures staff is following proper procedures and guidelines set forth by the bank.
• Coaches to evaluate staff’s customer conversations and results.
• Provides prompt, accurate, and efficient customer service by processing a wide array of Transactions:
• Opens new accounts.
• Proficient in electronic banking and digital product use and questions.
• Processes transaction on an as needed basis.
• Manages all aspects of the branch including staff, customers, and the building and grounds.
• Participates in meeting Community Banking Department's long- and short-term goals and objectives:
• Daily 5 Minute Meetings.
• Weekly Relationship Building Conference Calls.
• Weekly Branch Based Sales Meetings.
• Monthly Employee Relations Meetings.
• Retail Banking Group.
• Performs other duties as assigned or directed.

Required Skills/Abilities

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Supervisory training and expertise, leadership and interpersonal skills required.
• Supervisory Responsiblity: Supervises Relationship Center Staff.

Education and Experience

• 3 years’ banking experience including supervisory responsibilities required.
• 1-3 years management experience in sales/business related field preferred.
• Bachelor's degree preferred.

Physical Requirements

• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
• Ability to lift up to 25 pounds (i.e., heavy boxes or coins).
• Ability to communicate in person, through email or via telephone with customers and staff members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the duties as assigned.