Personal Banker Gilford

• Location 11 Sawmill Road,Gilford, NH, 03249,United States
• Base Pay $20.66 / Hour
• Employee Type E Non-Exempt
• Required Degree High school

We will earn our customers' business every day, by being the very best at what we do.

FRANKLIN SAVINGS BANK

Functional Position Description

Personal Banker 2

Non-Exempt

All individuals holding positions within Franklin Savings Bank are responsible for conducting themselves in a manner consistent with FSB’s Pledge of Excellence
. The Pledge of Excellence describes standards of conduct that will be consistently demonstrated with customers and coworkers. These include Accuracy, Quality Service, Professionalism, Confidentiality, Teamwork, Respect, Timeliness, Innovation, Communications, and Enjoying the Journey. All employees are expected to be familiar with the descriptions of these standards and to understand the importance of consistently demonstrating them while performing their duties.

Following the bank’s Mission and Vision, the goal of this position is to actively develop new business and expand existing customer relationships. The incumbent will assess and handle customers’ banking needs, obtain and process customer/account information and transactions, and sell bank deposit and loan products and services. The Person al Banker will actively refer customers to the appropriate area of the bank or its affiliate, Independence Financial Advisors (IFA).

This position may include consumer loan origination and closing, account opening, safe deposit transactions, and branch opening/closing procedures. Incumbents are encouraged to actively engage in their own advancement and continued development of knowledge and job skills. Individual skill development will be supported through ongoing training and coaching by the manager.

This position is accountable to the Branch Manager.

• Responsible and accountable for representing the bank in a courteous, friendly, confidential, knowledgeable and professional manner to ensure that each customer’s experience exceeds expectations.
• Responsible for providing prompt, efficient and accurate service in processing all transactions and service requests, whether in person or over the phone, to customers and co-workers.
• Satisfactorily complete required compliance, regulatory and internal training.
• Open new deposit accounts according to compliance policies. Accept consumer loan applications and complete arrangements for document signing and loan closings. Open and allow access to safe deposit boxes, update existing accounts and perform other deposit services such as direct deposit, wire transfers, stop payments, etc.
• Consistently use all sales techniques, including exploring customers’ needs through the use of questioning skills and benefit statements to ensure a consistent and valued customer experience.
• As a participant in the Retail Banking Road Map Incentive Plan, must at a minimum, meet individual performance expectations which will contribute to the attainment of branch and department goals.
• Meet or exceed individual goals for sales and referrals. Provide remarkable customer service through all customer interactions.
• Comply with proper disclosure requirements, state and federal regulations, including but not limited to consumer privacy policies, CIP and Funds Availability.
• By maintaining a general knowledge of services offered through IFA, identify referral opportunities to attain goals established for investment and insurance referrals.
• Drive efforts in the branch to identify and implement a positive overall customer experience which will build customer loyalty and enhanced relationships.
• Adhere to all operational controls, including legal, corporate, and regulatory policies and procedures to ensure the safety and security of customers and bank assets.
• Deepen consumer and business customer relationships by effectively recommending bank products and services that meet financial needs.
• Resolve account service issues and respond to customer inquiries promptly and effectively.
• Responsible for buying and selling cash from the vault, ensuring cash drawer limits are not exceeded and drawer is locked…