Community Banker - Fresno Shaw

The Community Banker role is a progressive branch career path with increasing responsibility for customer service, teller transactions, account opening, operational controls, relationship support, and branch leadership. Each level reflects expanded technical skill, judgment, independence, coaching, and the ability to support branch goals and an elevated customer experience.

ROLE LEVELING FRAMEWORK:

Responsibilities are cumulative by level. Advancement is based ondemonstratedproficiency, policy and compliance adherence, sound judgment, customer service capability, and readiness to assume broader responsibility with greater independence.

Establishes an elevated customer experience by creating a welcoming environment, accurately processing routine teller transactions,opening basic consumer accounts, and recognizing opportunities to connect customers with appropriate bank solutions. Operates within defined procedures,demonstrates strong attention to detail,protects customer information, andescalatesexceptions, risk concerns, or complex needs with sound awareness of policy and customer impact.

Expands from transaction-focused service to relationship-based banking by independently opening andservicingconsumer and business accounts, asking purposeful questions to understand customer needs, and recommending deposit, digital banking, Treasury Management, andothersolutions. Resolves non-routine service matters with greater ownership, follows through on referrals, and uses judgment to balance customer experience, operational accuracy, compliance, and risk escalation.

Serves as a senior branch resource whodemonstratesdeep knowledge of bank products and services, branch operations,complex account opening, customer service standards, operational controls, and risk requirements. Handles moresophisticatedconsumer and business banking needs,identifies

Treasury Management and lending opportunities,supports vault, ATM, balancing,certifications, audit readiness,referral development,and sales initiatives. Evaluates risk, recommends practical solutions, and models the judgment and ownership expected in elevated customer and operational situations.

• Provides professional customer service,processes teller transactions, resolves routine service requests, and refers customers to appropriate bank products, services, or business partners.
• Opens andmaintainsdeposit accounts, completes required documentation, explains account features, and supports customer needs throughaccurateand confidential handling of information.
• Maintains cash drawer accuracy, supports vault, ATM, wire, callback, balancing, certification, and operational reporting activities as assigned and appropriate tolevel.
• Follows bank policies, procedures, security practices, dual-control requirements, compliance expectations, fraud prevention standards, and confidentiality requirements.
• Identifies customer needs, promotes relationship-building, supports referrals and cross-sell opportunities, and contributes to branch goals and a positive customer experience.
• Performs other duties and provides support to other branches, retail network, community, training, or operational initiatives as needed.

• Strong customer service, communication, professionalism, and ability to interact tactfully with customers and employees.
• Accuracy, attention to detail, confidentiality, risk awareness, and adherence to policies, procedures, dual-control requirements, and regulatory expectations.
• Ability toidentifycustomer needs, explain products and services, make appropriate referrals, and deepen customer relationships.
• Cash handling, teller operations, account opening, branch systems, quality assurance, and operational reporting knowledge appropriate tothe level.
• Ability to manage priorities, meet deadlines, support branch coverage, and contribute to a positive team environment.
• Working knowledge of Microsoft Office Suite and ability to navigate multiple computer systems.

• High school diploma or equivalent required.
• Related banking, branch operations, customer service, sales, account opening, cash handling, or leadership experience preferred based on level.
• Level placement is based ondemonstratedproficiency, operational knowledge, customer service…