Associate Banker I

Essential Duties And 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.
• May perform duties to include cross-selling additional bank products, along with knowledge of opening and closing accounts, servicing customers, processing stop payments, wire transfers, telephone transfers, placing check orders, processing special instructions on accounts and performing general file maintenance.
• Maintain a balancing record that is in line with policy; have the ability to find and correct outages and to 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. Escalate more complex problems or concerns as needed.
• Maintain open and honest communication with Branch team members.
• Promote and display effective planning and organizational skills, dependability, flexibility, and enthusiastic participation of 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; taking responsibility to keep up to date and request assistance for further development needs.
• 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 in order 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.

Minimum Knowledge, Skills And Abilities Required

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