Banker

Essential Functions

• Ensure excellent customer satisfaction and service quality according to INTRUST’s Character Qualities.
• Provide a friendly, accurate, knowledgeable, and professional customer experience.
• Proactively identify customers’ and prospects’ financial needs and recommend all appropriate products and services.
• Open and service customers’ accounts as needed and proactively communicate with customers to ensure all their financial needs are met.
• Uncover lending needs and complete customer loan applications including gathering appropriate documents.
• Identify needs-based opportunities for referrals to all areas of the corporation to fully meet customers’ financial needs.
• Utilize all resources to complete documentation correctly the first time and according to policies and procedures.
• Complies with bank operations and security procedures.
• Consistent use of good judgment to protect customers and INTRUST Bank; protect the integrity of bank documents and customer confidentiality.
• Accurately and efficiently process teller transactions within the limitations of standard bank and teller policies and procedures including scanning work through branch capture in a timely manner.
• Complete any other branch-specific responsibilities as assigned.

  Required Skills and Knowledge

  • Demonstrated strong consultative and customer service skills, effective communicator, listener and organizational skills.
  • Must be able to utilize multiple Microsoft Office products and web-based applications simultaneously.

  Required Licenses and/or Certifications

  • Ability to meet registration qualifications for Nationwide Mortgage Lending System, if not already registered.

  Physical Demands

  • Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking.
  • Occasional lifting up to 50 lbs., ability to stoop and bend.

  Working Conditions

  • Normal office conditions.