Associate Banker II

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 II will have a high level of banker skills and a working level of the teller 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 duties including cross-selling additional bank products, 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.
• Perform daily branch responsibilities such as account transactions, account maintenance, customer correspondence, balancing consistently, monitoring cash items, ordering and preparing cash shipments, and handling collection items.
• Maintain a balancing record in line with policy; find and correct outages and seek help for more difficult errors.
• Consistently meet or exceed sales goals set by Branch Management by effectively cross-selling bank products and services to both current and potential customers.
• Deliver superior customer service to 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 complex problems as needed.
• Maintain open and honest communication with Branch team members.
• Promote 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 by answering questions and finding solutions to customer issues requiring more experience.
• Actively participate in all bank promotional events and product/service initiatives to support 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.
• Know and practice Bank Secrecy Laws (AML/CIP/SAR/CTR/OFAC), the USA Patriot Act, and other related regulations as they pertain to your job function.
• Perform other duties as assigned.

Requirements

• Extensive cash handling experience, including basic math functions.
• Basic computer skills.
• Extensive contact with the public, requiring a professional image at all times.
• Ability to read and write well enough to communicate effectively in both oral and written form.
• In-depth knowledge of banking policies, procedures, and regulations to perform duties with minimal supervision, typically acquired with a minimum of one year as a Personal Banker and/or Teller.
• Ability to take initiative and use sound judgment in decision-making and problem-solving.
• Ability to work in a team environment and interact positively with co-workers and management.
• Demonstrated sales initiative.
• Flexibility in scheduling.

Qualifications

• High School Diploma or its equivalent.
• Minimum one-year related experience in retail banking and/or sales.

Benefits

• Competitive salary range estimated at $22 - $25 per hour (final compensation may vary based on experience, skills, and qualifications).
• Generous Paid Time Off (PTO).
• Health, dental, and vision insurance with tax-advantaged FSA and HSA account options.
• Retirement benefits including a 401k plan with discretionary matching contributions.
• Childcare assistance program.
• Parental Leave for both primary and secondary caregivers.
• Short-term and long-term disability coverage.
• Basic Life and AD&D insurance with elective additional coverage for you, your spouse, or children.
• Mental health & wellness benefits, including a bank-paid Headspace meditation app subscription and access to the Employee Assistance Program.