Personal Banking Advisor

SUMMARY

The Person al Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. Generates new business through educating and cross selling products and services. This is an in-person role.

• Assist clients by telephone or in person with new account services including additions or changes in client accounts. Actively cross sells all bank products.
• Fill out contract forms, determine charges or fees for service requested, collect deposits, prepare change of address records, and proper disclosure forms.
• Remain educated on all bank products, services and technology offered by the bank.
• Adapt quickly to the changing technology.
• Increase consumer awareness of the technology available to them through our products and services.
• Educate clients on the use of technology and provide instruction/demonstration on how to properly use the technology for their benefit.
• Solve client complaints, questions or problems.
• Assist in all branch supervisory functions including branch settlement, teller balancing, ATM settlement.
• Receive checks and cash for deposit, verify amount, and examine checks for endorsements.
• Cash checks and pay out money after verification of signatures and client balances.
• Enter clients' transactions into computer to record transactions and issue computer generated receipts.
• Place holds on accounts for uncollected funds
• Respond to audit reviews and help complete branch monthly audit reports.
• Order branch cash as well as ATM cash orders for delivery.
• Place Foreign Currency orders for clients.
• Prepare Domestic and Foreign wire transfers for clients.
• Allow clients access to safe deposit boxes, following specified procedures.
• Monitor and reviews financial institution's security procedures and control access to vault.
• Assist in maintaining all dual control logs.
• Use supervisory authority in support of teller transactions.
• Ensure the security and safety of all employees.
• Supervisor authority appropriate to level assigned.

The Person al Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. Generates new business through educating and cross selling products and services. This is an in-person role.

• Assist clients by telephone or in person with new account services including additions or changes in client accounts. Actively cross sells all bank products.
• Fill out contract forms, determine charges or fees for service requested, collect deposits, prepare change of address records, and proper disclosure forms.
• Remain educated on all bank products, services and technology offered by the bank.
• Adapt quickly to the changing technology.
• Increase consumer awareness of the technology available to them through our products and services.
• Educate clients on the use of technology and provide instruction/demonstration on how to properly use the technology for their benefit.
• Solve client complaints, questions or problems.
• Assist in all branch supervisory functions including branch settlement, teller balancing, ATM settlement.
• Receive checks and cash for deposit, verify amount, and examine checks for endorsements.
• Cash checks and pay out money after verification of signatures and client balances.
• Enter clients' transactions into computer to record transactions and issue computer generated receipts.
• Place holds on accounts for uncollected funds
• Respond to audit reviews and help complete branch monthly audit reports.
• Order branch cash as well as ATM cash orders for delivery.
• Place Foreign Currency orders for clients.
• Prepare Domestic and Foreign wire transfers for clients.
• Allow clients access to safe deposit boxes, following specified procedures.
• Monitor and reviews financial institution's…