Personal Banker Floater

Location: Palmview Paradise Colonia

JOB SUMMARY: The Person al Banker I (PB I) is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results. The PB I makes a positive impact in the lives of our customers by building strong relationships and learning about their financial needs. The PB I will establish all types of accounts and take credit applications from our customers.

The PB I possess a strong passion to succeed and engages with prospects to develop new business and deepen the relationship of our existing customers while delivering exceptional quality service.

Personal Bankers devote much of the day to building long term relationships with customers in person and by phone. Floaters may be moved from branch to branch within their assigned region to provide coverage, as needed.

ESSENTIAL DUTIESThe duties listed below may not include all responsibilities that the person in this role may be asked to perform. incumbent may be required to perform other related duties, as assigned including cross training across other departments, as necessary. in addition, incumbent may be required to rotate between banking centers. as needed.

Provides a welcoming environment and communicates professionally and effectively with customers and other members of the team Displays passion for serving others and consistently executes exceptional quality service

Applies strong critical thinking and problem-solving skills to resolve and or identify financial solutions for new and existing customers

Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross- selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.)Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as;
Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management Assist teller line as needed and maintains and balances the cash drawer by accounting for cash assigned, received and disbursed

Maintains current knowledge and adheres to all new account’s compliance rules/regulations and internal audit controls related to banking center lobby operations

Participates in job specific training and other various Bank training programs, as necessary

Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy

Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations

Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AMLQUALIFICATIONSThese specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

High School Diploma or GED Bachelor’s degree in business, marketing or related field, preferred

An equivalent amount of experience in sales, marketing or operations may substitute the degree preference(1) year of cash handling experience(1) year of Banking experience

Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP, preferred

Ability to learn and adapt to…