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|Job Category :||Business|
|Company Name:||Ion Bank|
|Position Name:||Personal Banker|
|Location :||Meriden, CT 06451|
|Job Description :||Scope of Job
Provide superior customer service and perform banking functions with a high level of expertise. Perform all customer service activities including opening accounts, customer account inquiries, teller transactions and branch operations. Contribute to established branch profitability goals by cross selling products/services to new/existing customers.
Key Result Areas Superior customer service Achievement of individual goals Contribute to overall branch goals achievement Effective performance of branch operations Transaction and balancing accuracy
Essential Functions – may include, but are not limited to: Employee is required to attend work and must be dependable as it relates to absenteeism and tardiness Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy Posses excellent working knowledge of all bank products and services, consumer and business. Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs. Promote, cross-sell and upsell bank products and services that meet customers’ needs Identify and refer customers or prospects to non-bank products associates as appropriate Open accounts, perform account maintenance and provide customer service solutions timely to consumer and business customers Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and assure all documentation is accurate Required to register with the Nationwide Mortgage Licensing System and Registry
(NMLS) and maintain a unique identifying number. Possess an excellent working knowledge of branch system, including but not limited to procedures, policies, cash handling and transaction processing Adjust to various branch traffic flows while maintaining efficiency and accuracy of work performed Accurately balance self and branch office daily; order money; compile currency transaction reports Process customer transactions accurately and courteously Ensure that all work performed is complete and accurate Assist in resolving problems with branch equipment, balancing, operational issues Ensure that the Bank’s security policy and program and the Bank’s loss prevention guidelines are carried out within the branch
Other Functions Ensure activities within assigned functional area of responsibility are in compliance with Bank policy, and State and Federal Regulations Provide back-up as needed to open and/or close the branch Perform other duties as required
Compliance knowledge of Bank policies and procedures, State and Federal laws and regulations responsible for compliance regulations related to this position and receiving
appropriate training including but not limited to:
Ø Bank Secrecy Act (BSA)
Ø Office of Foreign Assets Control (OFAC)
Ø USA Patriot Act
Ø All other applicable compliance regulations are identified by subject matter experts and are listed in the master compliance training spreadsheetThe above is a description of the ordinary duties of the position. It should be expected that from time to time other duties, both related and unrelated to the above, may be assigned and, therefore, required.
Education and Experience
High school diploma plus additional courses required. Two to three years of retail banking experience including teller, sales or some comparable combination of education and experience.
Equipment and Software
Ability to operate teller terminal, personal computer, calculator, phone, alarm system, copier, fax, VIMC cash advance, ATMs, scanner, currency counter, cash recycler, PTMs, coin machine, currently used Bank hardware and software.
Consider this description the foundation of your job, not its boundaries. Expect to participate in training sessions and activities not described here which enhance the quality of service to the customer.
2 – 3 years: Retail banking
High School or better
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Team Player: Works well as a member of a group
Self-Starter: Inspired to perform without outside help
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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