Market Banker II

Primis Bank; Mechanicsville (AL); On-site; USD 30,000 - 42,000; Full time

Job summary

Primis Bank is seeking a dedicated customer service-focused professional to handle transactions, assist with new accounts, and refer customers for tailored financial solutions. The role emphasizes accuracy, compliance, and strong customer relationships.

Responsibilities include processing deposits, withdrawals, and inquiries, while meeting sales targets and maintaining audit standards. A high school diploma is required with retail banking experience preferred.

Qualifications

• High School diploma or equivalent required.
• Retail bank experience preferred.
• Experience cross-selling financial products is a plus.

Responsibilities

• Handle a variety of customer transactions per policy and procedures.
• Proactively conduct sales to meet customer financial needs and sales goals.
• Refer customers to appropriate Primis staff for solutions.
• Maintain accurate balancing and audit scores.
• Assist with special services like foreign currency, direct deposits, wires, or government bonds.
• Support other market center duties and daily cash management.

Skills

Customer service

Cross-selling

Communication

Attention to detail

Team player

Cash handling

Problem solving

Education

High School diploma or equivalent

Tools

Platform system

CRM software

Job description

Position Summary:

Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures.

Essential Functions

• Perform a variety of customer transactions and inquiries in accordance with the Bank’s customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments).


• Proactively conduct sales activities to offer solutions to customer’s financial needs while also meeting sales goals.


• Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs.


• Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved.


• Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions.


• Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment.


• Maintain knowledge and a strong understanding of the Bank’s products/services, pricing, and the Bank’s customer relationship management software.


• Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level, including, but not limited to, responsibility for completing portions of the market center’s Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures.


• In person attendance required.


• Regular, reliable and predictable attendance.

Marginal Functions

• Set, achieve and exceed standards by adhering to established Service Quality Standards.


• Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance.


• Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.


• All other duties as assigned.

Minimum Educational & Experience Requirements

• High School diploma or equivalent


• Retail Bank experience


• Previous success cross-selling financial products


• Previous success submitting qualified referrals

Minimum Skill Requirements

• Full proficiency on Platform system


• Proficient on all loan types offered by the bank


• Able to complete all duties within a market center


• Able to successfully complete required training programs


• Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs


• High level of detail orientation


• Proven team player
  
• Able to present product features and benefits effectively and provide sound guidance


• Strong organizational skills


• Effective and professional verbal and written communication skills

Physical Demands

In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.

• Frequent bending and squatting to access cash supply


• Continuous sitting or standing in forward facing position


• Frequent movement to different areas of bank including teller windows in lobby and Drive Thru.


• Frequent moving about office to access needed office equipment


• Frequent lifting of up to 20 pounds


• Continuous counting/money handling


• Continuous interaction with customers


• Continuous repetitive use of hands and arms


• Continuous communication: in-person, phone, written and electronic

Work Environment

• Retail Bank setting with some travel to other market centers


• Moderate noise level