Personal Banker - Pepperell

Position: Personal Banker I - Pepperell
Title:

Personal Banker IFLSA Status:
Non-exempt Employment Status:
Full Time Department:
Branch

Location:

Pepperell Branch

Reports To:

Assistant Branch Manager

SUMMARY:

Within the Retail Branch team at Main Street Bank, our Personal Bankers at Main Street Bank excel in nurturing customer relationships and recommending products and services. Leveraging product knowledge in every interaction, they identify customer needs and offer tailored financial solutions, ensuring a hassle-free banking experience. Under the direct supervision of the Assistant Manager/ or Branch Administrator.

The Person al Banker I manages a wide spectrum of customer service transactions, including teller line operations, and play a crucial role in guiding customers to the appropriate departments for non-deposit transactions. Moreover, the Personal Banker I may extend their support to branch and retail initiatives that have an impact on both the department and the entire bank. In keeping with our established sales and service culture, this role actively contributes to the attainment of the bank's goals.

ESSENTIAL DUTIES and RESPONSIBILITIES:

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

Statements included in this description are intended to reflect in general the duties and responsibilities of this classification and are not to be interpreted as being all inclusive, other duties may be assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

How you will spend your time:

Manages the opening of various deposit accounts, ensuring the necessary documentation is complete and properly filed.

Demonstrates a proactive approach to cross-selling bank products, making tailored recommendations to meet customer needs. Addresses basic inquiries and redirects complex issues to the appropriate channels.

Skillfully manages phone inquiries related to account activity and balances.

Executes a diverse array of customer transactions, including deposits, withdrawals, cash disbursements, loan and mortgage payments, check processing, money order issuance, and account transfers.

Delivers a wide range of customer services, such as handling change of address requests, re-pinning debit cards, adding notes to customer accounts, and assisting with Certificate of Deposit renewals.

Upholds meticulous record-keeping practices and conducts accurate end-of-shift balancing procedures, promptly reporting any discrepancies to supervisors.

Cultivates an in-depth understanding of bank policies, products, and services and continuously updates this knowledge through participation in seminars and courses.

Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing.

Adapts to various roles, including operating a Customer Service desk, lobby window, or drive-up services, as needed.

Maintains a well-organized work area, ensuring efficiency and cleanliness.

Consistent successful random monthly cash drawer audits and alarm testing in line with the Branch Manager's monthly report.

Professionally and promptly handles or escalates customer problems and complaints, coordinating appropriate follow-up actions.

Promotes and explains bank services such as online banking, mobile banking, Video Connect and Safe Deposit Boxes Directs consumer loan requests to the relevant branch personnel, while maintaining a basic knowledge of the bank's consumer loan products.

Upholds a record of regular and consistent attendance to sustain…