Lead Personal Banker - Downtown
Essential Functions & Responsibilities
- Illustrates and sells the benefits of CoreFirst Bank & Trust products and services to prospective and current customers to generate new business and strengthen existing household relationships
- Tracks progress towards branch sales goals
- Partners with Branch Sales Manager in assigning personal and branch goals
- Provides on-the-spot coaching to Personal Bankers and Customer Service Associates related to the CoreFirst products and sales process
- Provides existing Bank customers with their financial needs, by listening and asking appropriate questions
- Answers customer questions, performs account maintenance, and assists customers with bank processes and procedures
- Participates in daily branch operations including, but not limited to, opening and/or closing the branch, balancing the vault, assisting with completion of internal records and audit logs, administering safe deposit box needs, performing teller duties as Required
- Carrying Out Other Administrative Functions, As Needed
Experience
Two (2) years of banking experience preferred
Education
High School diploma or equivalent required, some college Preferred
Skills & Abilities
- High level of skills in the CoreFirst Bank & Trust Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management
- Working knowledge and proficient use of Microsoft computer applications to include Word, Excel, and Outlook
- Ability to quickly adapt to changes in procedure and/or technology
- Proficiency with processes and procedures related to consumer deposit and loan products
Other Skills
- Professionalism and composure
- Strong sales awareness
- Able to contribute to a motivated environment
- Able to monitor key details and set priorities
- Goal oriented
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable Individuals With Disabilities To Perform The Essential Functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort required including ability to lift up to fifty (50) pounds.
CoreFirst Employment Practices
CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law equirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.