Banker II

Centreville Bank; Essex, Northern (CT, KY); Hybrid; USD 40,000 - 58,000; Full time

Job summary

Centreville Bank is seeking a Banker II to provide an exceptional customer experience in the branch. You will work with the management team to meet sales, service, and operational goals while following bank policies and procedures.

Responsibilities include opening accounts, cross-selling products, preparing loan applications, and supporting day-to-day branch operations. A High School Diploma and cash handling experience are preferred; strong customer service and multitasking skills are essential.

Qualifications

• High School Diploma or equivalent.
• 2 years of cash handling experience preferred.
• Strong knowledge of banking procedures and regulations.
• Proficiency in Word and Excel.
• Ability to multitask.
• Strong customer service and sales skills.

Responsibilities

• Assist customers in opening accounts.
• Initiate conversations with customers to offer cross-selling opportunities.
• Prepare loan applications for consumer lending products.
• Follow through with loan applications to closing.
• Refer customers to other bank lines for additional needs.
• Deliver exceptional customer service by following policy expectations.
• Own the customer experience from start to finish.
• Contribute to branch objectives and goals.
• Participate in daily branch workflow and community involvement.
• Ensure compliance with bank policies and regulations.
• Maintain attendance and punctuality.
• Perform daily cash handling and branch operations tasks.

Skills

Cash handling

Sales and service

Multitasking

Customer service

Microsoft Word

Microsoft Excel

Banking knowledge

Education

High School Diploma or equivalent

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.