Personal Banker II - Ayer Branch

Job Details

Level: Experienced

Job Location:

Ayer Branch
- Ayer, MA 01432

Position Type:
Full Time

Salary Range: $23.50 - $28.00 Hourly

Job Category:
Customer Service

Title:

Personal Banker II

FLSA Status:
Non-Exempt

Employment Status:
Full Time

Department:
Retail

Location:

Ayer Branch

Reports To:

Assistant Branch Manager / Relationship Manager

Date Prepared: 11/21/23

Human Resources Review:
March 13,2024

As a valued member of our Retail Branch team, the Personal Banker II plays a vital role at Main Street Bank, bringing in a wealth of experience and expertise. This position demands advanced skills and knowledge, encompassing a diverse array of responsibilities crucial for the seamless operation of the assigned branch.

The Person al Banker II handles a wide spectrum of customer service transactions, including both routine teller line operations and those of a more complex nature. In collaboration with the Assistant Manager and/or Branch Manager, they actively ensure the teller line operates at peak performance, including staffing, sales, and service functions. They may delegate responsibilities and assignments as needed and may even exercise administrative control over teller line functions to align with established bank policies and procedures.

Responsibilities extend to daily teller activities, conducting transactions, cross-selling bank products, fostering customer relationships, facilitating account openings, and delivering exceptional customer service. The Person al Banker II also plays a pivotal role in guiding customers to the appropriate departments for non-deposit transactions and can lend their support to branch/retail projects.

The requirements listed are representative of the knowledge, skill, and/or ability required.

In the performance of respective tasks and duties, the employee is expected to successfully perform quality work within deadlines with or without supervision, interact professionally with other employees, customers and suppliers; work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

• Oversee teller line operations, including transaction processing, night deposit handling, branch balancing, vault management, ATM maintenance, and ensure adherence to bank policies and regulations.
• Provide daily supervision, coaching, and feedback to staff for exceptional customer service, needs assessment, and product recommendations.
• Conduct regular meetings with the Assistant Manager/Branch Manager to discuss staffing, development needs, achievements, challenges, and performance objectives.
• Act in a leadership role in the occasional absence of the Assistant Branch Manager, and/or the Relationship Manager.
• Collaborate to achieve internal performance goals, encompassing business volume, deposits, loans, customer relationships, and quality audits.
• Offer training and guidance on existing and new processes to department members.
• Foster an inclusive work environment, rewarding performance while respecting individual skills and needs.
• Develop and sustain relationships with leaders from other departments, aligning with core values and goals.
• Maintain a positive work atmosphere, conduct random monthly cash drawer audits, and manage cash levels.
• Prepare monthly teller staff schedules, handle customer inquiries professionally, and adhere to security guidelines.
• Ensure a thorough understanding of branch policies and procedures and can independently handle the opening and closing of the branch.
• Address customer problems promptly and professionally, coordinating follow-up actions.
• Maintain comprehensive knowledge of the bank's products, process transactions, and attend seminars to stay updated.
• Handle all customer transactions, ensuring accurate balancing and compliance with security procedures.
• Work at the Customer Service desk, or teller line maintaining an efficient work area.
• Open various deposit accounts, including retirement products and safe deposit boxes, with proper documentation.
• Occasionally travel for bank-related purposes, maintain knowledge of Bank Secrecy Act regulations, and participate in community events.
• Undertake additional duties as assigned.

• Shares responsibility for achieving branch goals.
• Participates in Branch activities that generate new business such as promoting branch sales culture and special promotional events.
• Partners with and provides referrals to other areas of the Bank, such as Commercial and Mortgage Lending, to help fully develop banking relationships.
• In the performance of respective tasks and duties, the employee is expected to Up-hold the responsibilities set forth by the National Mortgage Licensing System and Registry (NMLS&R) and the SAFE Act.
• Occasionally represents the financial institution in before/after hours and/or weekend networking and community service events.

• Consistently exceeds customer service…