Banker II

Centreville Bank; Centerbrook (CT); On-site; USD 42,000 - 62,000; Full time

Job summary

Centreville Bank is seeking a Banker II to provide an exceptional customer experience in the branch and help meet sales, service and operational goals. You will own the customer experience from start to finish, support cross-sell of banking products, and operate with accuracy during cash handling and daily settlement.

The role requires attention to policy, compliance, and community involvement while delivering friendly, efficient service and maintaining strong product knowledge across consumer

Qualifications

• High School Diploma or equivalent.
• 2 years of cash handling experience; sales and service experience preferred.
• Ability to project the vision and image of Centreville Bank.
• Strong knowledge of current banking environment procedures and regulations.
• Strong knowledge of bank products, services, policies, and procedures.
• Basic knowledge of Microsoft Word and Excel.
• Ability to multitask.

Responsibilities

• Assist customers in opening of accounts.
• Initiate conversations with customers to offer needs based cross selling opportunities of products and services.
• Prepare loan applications for various consumer lending products including personal, auto, and equity products.
• Follow through with completed application to closing the loan once approved.
• Refer customers to other business lines for mortgage, commercial lending, merchant services and online channel needs.
• Deliver consistent, exceptional customer service by adhering to Centreville Bank’s service expectations.
• Own the customer experience from beginning to end.
• Contribute to the achievement of Bank objectives and goals.
• Active participation in the community on behalf of the Bank.
• Perform as a team member by participating in the daily workflow.
• Comply with all Retail and Bank policies, procedures, and regulations.
• Meet expectations for attendance and punctuality.
• Participate in the day to day operational functions of the branch including accurate daily settlement of cash drawers, vaults, ITMs, branch, and daily reports.
• Must be flexible with ability to adapt to change.

Skills

Customer service

Cross-selling

Cash handling

Multitasking

Teamwork

Education

High School Diploma or equivalent

Tools

Microsoft Word

Excel

Job description

Description

The Banker II is responsible for providing an exceptional customer experience in the branch while meeting all business objectives. The Banker works with the management team to ensure sales, service and operational plans are met. The Banker II will ensure that all proper bank policies and procedures are followed and will actively participate in the cross sell of the Bank’s products and services.

Key Responsibilities:

• Assist customers in opening of accounts.
• Initiate conversations with customers to offer needs based cross selling opportunities of products and services.
• Prepare loan applications for various consumer lending products including personal, auto, and equity products.
• Follow through with completed application to closing the loan once approved.
• Refer customers to other business lines for mortgage, commercial lending, merchant services and online channel needs.
• Deliver consistent, exceptional customer service by adhering to Centreville Bank’s service expectations.
• Own the customer experience from beginning to end.
• Contribute to the achievement of Bank objectives and goals.
• Active participation in the community on behalf of the Bank. Perform as a team member by participating in the daily workflow.
• Comply with all Retail and Bank policies, procedures, and regulations.
• Meet expectations for attendance and punctuality.
• Participate in the day to day operational functions of the branch including accurate daily settlement of cash drawers, vaults, ITMs, branch, and daily reports.
• Must be flexible with ability to adapt to change.

Requirements

Qualifications:

• High School Diploma or equivalent.
• 2 years of cash handling experience, sales and service experience preferred.
• Ability to project the vision and image of Centreville Bank.
• Strong knowledge of current banking environment procedures and regulations.
• Strong knowledge of bank products, services, policies, and procedures.
• Basic knowledge of Microsoft Word and Excel.
• Ability to multitask.