Jobs · Sales · Connecticut

Float Banker

Ion Bank · Middlebury, CT · 7 mo ago
SalesFull-time

Who We Are

At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion’s continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond.

Who We Are Seeking

For this role, you will be responsible for providing friendly, personalized service to Bank customers; establishing rapport to recognize and meet their banking needs; performing financial transactions for customers accurately and efficiently; accurately balancing teller window and adhering to set policies and procedures; responding to customers' financial needs by actively participating in the consultative sales process; maintaining and applying a working knowledge of all applicable banking regulations; keeping all customer and proprietary Bank and customer information and assets safe and secure; and performing additionally assigned duties.

Responsibilities

  • Provide superior customer service and perform banking functions with high expertise.
  • Contribute to established branch profitability goals by cross-selling products/services to new/existing customers.
  • Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy.
  • Possess excellent working knowledge of all bank products and services, consumer, and business.
  • Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs.
  • Promote, cross-sell, and upsell bank products and services that meet customers’ needs.
  • Identify and refer customers or prospects to non-bank product associates as appropriate.
  • Open accounts, perform account maintenance, and provide timely customer service solutions to consumer and business customers.
  • Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate.
  • Register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number with appropriate training.
  • Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing.
  • Adjust to various branch traffic flows while maintaining efficiency and accuracy of work.
  • Accurately balance self and branch office daily; order money; compile currency transaction reports.
  • Process customer transactions accurately and courteously.
  • Ensure that all work performed is complete and accurate.
  • Aid in resolving problems with branch equipment, balancing, and operational issues.
  • Ensure that the Bank’s security policy and program and the Bank’s loss prevention guidelines are carried out within the branch.

Qualifications

  • A high school diploma is required.
  • At least one year of retail banking experience, including teller, sales, or some comparable combination of education and experience is preferred.

Benefits

  • Health Insurance (Medical, Dental, Vision)
  • 401(k) and Employer Match
  • Life Insurance
  • Disability
  • HSA/FSA
  • Educational Assistance
  • Wellness Programs
  • Employee Assistance Program
  • 15 Paid Time Off Days
  • 12 Paid Holidays
  • Job Shadowing
  • Volunteer Opportunities

Equal Opportunity Employer

Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.

Similar jobs

Floating Banker

Banner BankEscondido, CA· 2 wk ago
Finance$15/hrapply on jobs.lever.co

Floating Banker

Banner BankElk Grove, CA· 1 wk ago
Finance$15/hrapply on jobs.lever.co

Floating Banker

Banner BankRedding, CA· 4 wk ago
Finance$15/hrapply on jobs.lever.co

Float Personal Banker

First Community Credit Union - Houston, TXHouston, TX· 3 wk ago
Financeapply on recruiting.ultipro.com

Float Personal Banker

Blaze Credit UnionMinneapolis, MN· 4 mo ago
Financeapply on recruiting.paylocity.com