Floating Personal Banker I
Position Summary
Travel is required to other locations and employees must be able to work flexible schedules to meet the needs of each branch location. Reliable transportation is also required. Under the direction of the Branch Manager, employees in this position provide banking products and services to new and existing customers. Uses sales, relationship management and business development skills to generate and nurture business while maintaining a comprehensive understanding of consumer and business deposit products and related services. Adheres to customer confidentiality standards and regulations at all times.
Responsibilities
- Greets and assists customers and provides general banking services and information.
- Ensures confidentiality of all customer transactions.
- Provides exceptional customer service.
- Identifies and acts upon sales and business relationship opportunities.
- Builds customer rapport in compliance with regulations and bank guidelines.
- Actively seeks out opportunities to sell and cross-sell banking products to include financial services and all ancillary services in response to recognizing customer needs.
- Responds to customer inquiries.
- Accurately processes the full array of deposit and loan transactions in a secure and confidential manner in compliance with Bank policy, practice and banking regulations.
- Performs supporting account file maintenance and completing mandatory forms.
- Completes end-of-day procedures and proof of assigned cash drawer.
- Maintains cash levels within prescribed limits.
- Completes various tasks including but not limited to filing, coin rolling, reporting, ATM, Cash Recycler and Vault balancing and coin machine maintenance.
- Opens, onboard, maintain consumer and business accounts.
- Maintains knowledge of policies and procedures with respect to wire transfers, approving checks, and overrides.
- Provides customer assistance with new accounts, account options and error resolution.
- Assists customers with safe deposit access.
- Ensures that security procedures are followed.
- Maintains a complete knowledge of the bank’s product offerings.
- Ensures confidentiality of all customer transactions.
- Opens all accounts offered by the bank.
- Understands and observes all Bank Secrecy Act requirements.
- Follows all security policies and use of security equipment.
- Attends mandatory training and completes online assignments for regulatory compliance as scheduled.
- Serves as a bank ambassador by participating in external bank-sponsored events and local networking and business development opportunities.
Requirements
- High School diploma or equivalent.
- Associates degree preferred.
- At least 1-2 years’ experience in a successful sales and service environment.
- Excellent communication, interpersonal, customer service, sales/business development and organizational skills.
- Familiar with PC technologies.
- Experience with COCC Insight a plus.
Qualifications
- Fully understands and complies with all applicable laws, regulations, and policies.
- Adheres to the Bank’s Code of Conduct and Ethics.
- Complies with all Bank policies and procedures.
- Keeps up-to-date with industry trends and best practices.
Skills
- Excellent communication, interpersonal, customer service, sales/business development and organizational skills.
- Familiar with PC technologies.
- Experience with COCC Insight a plus.
Benefits
N/A
Pay
Starting hourly pay for a Float Personal Banker is $20.00-$23.00 per hour, aligned to relevant experience, skills, and internal equity. Final offers consider job-related experience, specialized skills, and internal equity and are not based on salary history.
Schedule
N/A