Banker II

Centreville Bank; Putnam (CT); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical and dental coverage

Life insurance

401(k) plan

Paid time off

Holidays

Job summary

Centreville Bank is seeking a Banker in Putnam, CT to deliver exceptional customer experiences while meeting business objectives. You will assist in account openings, guide cross-selling opportunities, and prepare loan applications for consumer lending products.

The role includes processing through closings, serving in the branch, and upholding bank policies. The position requires basic MS Word/Excel skills and a strong knowledge of banking procedures, regulations, and products.

Qualifications

• High School Diploma or equivalent.
• 2 years of cash handling experience; sales and service experience preferred.
• Knowledge of current banking environment procedures and regulations.
• Strong knowledge of bank products, services, policies, and procedures.
• 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 consumer lending products including personal, auto, and equity products.
• Follow through with completed applications 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 day-to-day operational functions of the branch including accurate daily settlement of cash drawers, vaults, ATMs, branch, and daily reports.
• Must be flexible with ability to adapt to change.

Skills

Customer service

Cash handling

Multitasking

Sales

Education

High School Diploma or equivalent

Tools

Microsoft Word

Excel

Job description

Description

The Banker 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 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, ATMs, 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.

Commensurate with experience.

Centreville Bank offers a competitive salary and benefits package that includes medical and dental coverage, life insurance, disability insurance, 401(k) plan, paid time off and holidays.

Centreville Bank is an Equal Opportunity Employer. All positions are subject to periodic evaluation.