Senior Personal Banker - Jersey City Lafayette - Full-time

Sales

• Maintain and exceed sales referrals and cross-selling goals by understanding product features and benefits
• Promote bank products and services, refer or resolve customer inquiries about accounts or other banking services
• Refer customers for commercial products or services to branch manager, market manager, or appropriate business partner
• Engage customers actively, commit to serving and building relationships
• Advance the Bank's Corporate Sales Program through consultative need assessments, relationship development, and managing a book-of-business

Service

• Identify and capitalize on customer and prospective customer opportunities through lobby management
• Assist customers and prospective customers with digital technologies and provide referrals to other lines of business
• Maintain cost efficiency to meet branch goals; ensure quality of customer service and adherence to sales and brand standards
• Manage and execute a positive customer service experience

Operations

• Ensure operational and financial safety and soundness in accordance with Bank policies, compliance, and applicable laws and regulations
• Leverage lobby management as a tool for risk control and mitigation
• Establish customer identity according to guidelines and adhere to all compliance procedures
• Assist branch management with branch operations as needed
• Supervise and manage the branch in the absence of branch management
• Handle complex and escalated customer questions and inquiries, including providing supervisor overrides when needed
• Perform transactions such as check cashing, withdrawals, deposits, and loan payments
• Prepare and/or complete Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF)
• Support other branch employees in training
• Provide support to the contact center during high call volumes
• Answer customer inquiries by telephone
• Provide access to safe deposit boxes