Community Banker - Pleasant Hill

About the Role

The Community Banker is responsible for providing excellent service to clients while processing various banking transactions, including deposits, withdrawals, transfers, and loan payments. This position also involves answering client inquiries, resolving issues, and promoting the bank’s products and services.

Responsibilities

• Process client transactions in a professional and efficient manner while following established policies and procedures.
• Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
• Complete additional transactions, including issuing cashier’s checks, certified checks, EE bonds, and money orders; processing stop payment orders, change orders, and night drop/mail deposits.
• Balance cash drawer according to established procedures, reporting and collecting teller cash differences and operating losses.
• Maintain security by following procedures, documenting transactions, and completing IRS forms for large currency transactions to ensure compliance with federal regulations.
• Uphold confidentiality, integrity, and safekeeping of sensitive client information, currency, coin, and negotiable instruments.
• Balance cash vault according to established procedures.
• Process foreign currency transactions.
• Identify potential fraud accounts and take appropriate action to prevent loss.
• Provide support in balancing ATM machines securely, timely, and accurately.
• Follow all established procedures to ensure compliance with federal regulations.
• Maintain knowledge of products and services and refer clients to appropriate individuals.
• Actively promote banking products and services to the community.
• Answer client questions, address concerns, and provide resolutions.
• Collaborate with team members to ensure a positive banking experience for all clients.
• Comply with all company or regulatory policies, procedures, and requirements.
• Assist with client outreach and support company culture.
• Foster and preserve a culture of diversity, equity, and inclusion.
• Perform additional duties as required to support the company’s mission and vision.

Qualifications

• High school diploma or equivalent required.
• Previous banking, client service, or related field experience with cash handling.
• Excellent client service skills.
• Ability to prioritize and execute multiple tasks in a demanding environment.
• Strong interpersonal and written communication skills.
• Proficiency in data entry using banking software and Microsoft 365 products, with high accuracy and attention to detail.

Working Conditions

• Duties are performed in a professional office environment.
• Requires travel to other bank locations.
• Availability to work on Saturdays.
• Overtime may be required.
• Extended periods of standing and ability to lift fifty pounds.