Personal Banking Advisor

About the role

This in-person role performs a variety of branch duties in accordance with regulatory and security guidelines, focusing on generating new business through educating and cross-selling products and services.

Responsibilities

• Assist clients by telephone or in person with new account services, including additions or changes in client accounts.
• Actively cross-sell all bank products.
• Fill out contract forms, determine charges or fees for requested services, collect deposits, prepare change of address records, and complete proper disclosure forms.
• Remain educated on all bank products, services, and technology.
• Adapt quickly to changing technology and increase consumer awareness of available technology through education and demonstration.
• Solve client complaints, questions, or problems.
• Assist in branch supervisory functions, including branch settlement, teller balancing, and ATM settlement.
• Receive checks and cash for deposit, verify amounts, and examine checks for endorsements.
• Cash checks and pay out money after verification of signatures and client balances.
• Enter clients' transactions into the computer to record transactions and issue computer-generated receipts.
• Place holds on accounts for uncollected funds.
• Respond to audit reviews and help complete branch monthly audit reports.
• Order branch cash as well as ATM cash orders for delivery.
• Place foreign currency orders for clients.
• Prepare domestic and foreign wire transfers for clients.
• Allow clients access to safe deposit boxes, following specified procedures.
• Monitor and review the financial institution’s security procedures and control access to the vault.
• Assist in maintaining all dual control logs.
• Use supervisory authority in support of teller transactions.
• Ensure the security and safety of all employees.
• Represent the bank in community-related activities.
• Attend educational programs/seminars related to banking.

Requirements

• High School Diploma or equivalent.
• Experience with electronic delivery channels including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, and Bill Pay is preferred.
• Ability to communicate effectively with internal and external stakeholders in person, by phone, virtually, and in writing.
• Ability to read, interpret, and prepare business, banking, regulatory, proposal, contract, and client documentation.
• Ability to apply business- and financial-related concepts, analysis, or calculations as appropriate to the role.

Work is primarily performed in a professional office environment and may include client locations, meetings, presentations, conferences, and other business development settings. The role requires regular use of a computer, phone, virtual meeting tools, and standard office technology; the ability to review screens and documents; occasional travel within the market area; and occasional lifting or moving of materials up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Benefits

• Medical, Dental, and Vision insurance.
• Flexible Spending and Dependent Care accounts.
• Child Care Subsidy.
• Retirement plan.
• Life Insurance.

Pay

The pay range for this position is $20.00 to $22.00 per hour.