Senior Community Banker - Pleasant Hill

Job Summary

The Senior Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank’s products and services that best meet the client’s needs.

Full-time

TITLE:

Senior Community Banker

DEPARTMENT:
Retail Banking

The Senior Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank’s products and services that best meet the client’s needs.

• Process complex client transactions in a professional and efficient manner while following established procedures.
• Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
• Complete additional transactions including, but not limited to, issuing cashier’s checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
• Process fed cash orders.
• May approve unusual or large dollar amount transactions.
• Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
• Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
• Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
• Balance cash vault according to established procedures and maintain vault limits.
• Process requests for foreign currency transactions.
• Identify potential fraud accounts and take appropriate action to prevent loss.
• Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
• Follow all established procedures to ensure compliance with federal regulations.
• Maintain strong knowledge of products and services and recommends appropriate products and services by explaining features and benefits to clients.
• Assist team members with transactions and questions and may help train on processes and procedures; may assist with escalated situations.
• Assist with on-boarding new Community Bankers to the team.
• Answers client questions, address client concerns and provide resolutions to inquiries.
• Actively promote banking products and services to the community.
• Collaborate with other team members to ensure a positive banking experience for all clients.
• Understand overall banking operations and assist management with operational duties.
• May begin to learn basic functions related to opening and closing accounts as well as well as quote client deposit rates.
• Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
• Assist with client outreach and demonstrate support for company culture.
• Foster and preserve a culture of diversity, equity, and inclusion.
• Additional duties and responsibilities may be required to support the company’s mission and vision.

• High school diploma or equivalent required.
• Two years’ experience in banking, client service, or related field with cash handling experience.
• Excellent client service skills.
• Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
• Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
• Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication capabilities.