Lead Personal Banker

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Lead Personal Bankers (LPB) open banking accounts, process loan applications, and assist customers with Core First products and services. LPBs may support branch management with scheduling, directing, training, and on-the-spot coaching of branch staff. The Lead Personal Banker plays an important role in carrying out branch sales goals and objectives.

• Illustrates and sells the benefits of Core First Bank & Trust
• Tracks progress towards branch sales goals. Partners with Branch Sales Manager in assigning personal and branch goals
• Provides on-the-spot coaching to Personal Bankers and Customer Service Associates related to the Core First products and sales
• Provides existing Bank customers with their financial needs, by listening and asking appropriate questions;
  Responsibilities include, but are not limited to: answering customer questions, performing account maintenance, and assisting customers with bank processes and procedures
• Participates in daily branch operations including, but not limited to: opening and/or closing the branch, balancing the vault, assisting with completion of internal records and audit logs, administering safe deposit box needs, performing teller duties as
• Resolves customer escalations regarding Bank sales and services
• Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.*

• Two (2) years of banking experience preferred

• High School diploma or equivalent required, some college

• High level of skills in the Core First Bank & Trust Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management
• Working knowledge and proficient use of Microsoft computer applications to include Word, Excel, and Outlook
• Ability to quickly adapt to changes in procedure and/or technology;
  Proficiency with processes and procedures related to consumer deposit and loan products
• Competencies:
  
  Adherence to Core First Values;
  Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.
• Other
  
  Skills:
  
  Professionalism and composure, strong sales awareness, ability to contribute to a motivated environment, ability to monitor key details and set priorities, and goal oriented

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable Individuals With Disabilities To Perform The Essential Functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk.

Some light physical effort required including ability to lift up to fifty (50) pounds.

• Applicants must pass a drug screen and background checks
• Core First Employment Practices:
  
  Core First provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law equirements, Core First Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.