Associate Banker I

About the role

Serve as a proactive member of the Retail Branch team by being both an initial sales and service contact for new and existing clients while also servicing and profiling clients at the teller window to create a positive client experience. The Associate Banker I will have a high level of teller skills and a working level of the banker platform system, able to service existing accounts and open new account relationships. Establish new and existing customer account relationships through sales and referrals of retail, commercial, investments, and other lines of business products and services.

Responsibilities

• Perform daily branch responsibilities and tasks such as account transactions, account maintenance, customer correspondence, balancing consistently, balance and monitor cash items, order and prepare cash shipments, and collection items.
• Cross-sell additional bank products, open and close accounts, service customers, process stop payments, wire transfers, telephone transfers, place check orders, process special instructions on accounts, and perform general file maintenance.
• Maintain a balancing record that is in line with policy; find and correct outages and enlist help as needed for more difficult errors.
• Consistently meet or exceed sales goals as set by Branch Management by effectively and efficiently cross-selling bank products and services to both current and potential customers.
• Deliver superior customer service with both internal and external customers and escalate issues to management when necessary. Follow policies, procedures, regulations, confidentiality requirements, and operational controls. Address customer problems with professionalism and sound judgment.
• Maintain open and honest communication with Branch team members.
• Promote and display effective planning and organizational skills, dependability, flexibility, and enthusiastic participation in change and innovation, including opening and closing the Branch as needed.
• Maintain a well-developed working knowledge of the complete line of products and services offered; keep up to date and request assistance for further development needs.
• Continuously increase knowledge and skills through self-motivation, formal education, seminars, and in-house training.
• Provide support to new and less experienced Associate Bankers, answering questions and finding solutions to customer issues that require more experience.
• Actively participate in all bank promotional events and product/service initiatives to support bank sales and service goals.
• Represent the bank in the community in a professional manner. Follow all Branch standards including maintaining a well-organized and prepared work environment.
• Perform other duties as assigned.

Requirements

• Extensive cash handling; ability to perform basic math functions.
• Basic computer skills.
• Extensive contact with the public, necessitating the ability to present and maintain a professional image at all times.
• Ability to properly read and write well enough to communicate in both oral and written form.
• Knowledge of banking policies, procedures, and regulations to perform duties with minimal supervision.
• Ability to take initiative and utilize sound judgment in decision-making and problem-solving.
• Ability to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
• Demonstrated sales initiative.
• Flexibility in scheduling.