PT Community Banker; Multi Office

Description

General Responsibilities

Promote a positive image of the bank with outstanding customer service; by developing a relationship with business and personal customers, while completing a verity of transactions efficiently and effectively. Responsible for serving bank customers at the Community Banking line, within the guidelines of bank policy and procedures. Often, being the first point of contact for customer questions and inquiries. Through relationship building, promote and refer appropriate bank product and services.

Basic Qualifications

Education/Training: A high school diploma or equivalent with an emphasis in a business or accounting curriculum.

Skill(s):
Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; ability to lift approximately fifty (50) lbs. of coin; visual and auditory skills.

Experience:

1 year of customer service or related experience preferred.

Requirements

Essential Duties

• Performs a variety of duties efficiently and accurately as followed, but not limited to:
• Process deposits and withdrawals of various account types.
• Cashes checks within approved authority and operating policy.
• Prepare and process wire transaction request(s).
• Sells Cashiers Checks, Money Orders, Certified Checks, etc.
• Accepts loan payments, safe deposit box rent, and other related payments.
• Processes night drop and mail deposits.
• Provide outstanding customer service while always remaining professional.
• Build and maintain a relationship and awareness of new opportunities with customers; appropriately promote bank product and services; refers customers to appropriate team members.
• Maintain an organized workstation to keep an accurate and timely cashbox balancing and end of day routine, while maintaining within bank policy limits and procedures.
• Prepares and scans in daily work
• Process general ledger accounts related to the paying and receiving function, e.g., coin, inter-bank accounts, etc.
• Collect all required customer information for BSA reporting purposes CTR’s etc.
• Process coin counting service for customers.
• Cross-sells deposit, loan, and internet banking, merchant services and other products to customers when appropriate.
• Settle and process ATM transactions daily.
• Community Bankers should be vigilant of the following:
• Red flags for customer fraud and scams
• Review out of ordinary transactions and report it to supervisor/management immediately
• The ability to teach the customer of popular scams and how to avoid being a victim
• Promote bank services to help prevent customers from being victims of fraud/scams (online banking alerts, informational brochures, card hub, checking online banking daily etc.)
• Coordinates specific work tasks with other personnel within the unit or department as well as with other units and departments to ensure the smooth and efficient flow of information and customer experience.
• Must be able to perform Community Banker duties at any branch location.
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank’s CIP program, Equal Credit Opportunity Act, etc.
• Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
• Responds to inquiries or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
• Maintain compliance with all regulations and bank policies and procedures, including but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
• Regular and predictable attendance is expected and is an essential function of the job.

• Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
• All other duties as assigned