Personal Banker

Central Bank; Boonville (CA); Presencial; USD 42.000 - 54.000; Tempo integral

Resumo da vaga

Central Bank in Boonville, CA seeks an entry-level consumer banking support role to assist the Consumer Banking Manager in branch operations, including teller duties, account openings, customer information, and problem resolution. You will promote banking products and services while adhering to bank policies and procedures.

You will assist in day-to-day operations, cross-sell products, and participate in sales programs to grow customer relationships.

Qualificações

• Bachelor's degree or equivalent combination of education, training and experience providing required knowledge, skills and abilities.
• Strong attention to detail with the ability to work with accuracy.
• Excellent oral and written communication skills and strong customer relations skills.
• Good judgment and ability to handle confidential information and work quickly and accurately to analyze information and make decisions.

Responsabilidades

• Assists Customer Banking Manager in branch operations and ensures compliance with policies and procedures.
• Performs teller duties and processes deposits, withdrawals, and cash handling.
• Opens and closes accounts, resolves customer problems, and cross-sells banking products and services.
• Assists in sales development activities and staff training.
• Maintains knowledge of bank products and services and guides customers accordingly.

Formação

Bachelor's degree or equivalent combination of education, training and experience

Ferramentas

Microsoft Office

Image Scanner

Cash Counting Machine

Cash Dispensing Machine

Coin Counter

Descrição da vaga

Assists Consumer Banking Manager in branch operations. Ensures compliance with established policies and procedures. Ensures customer services are provided, including all transactions process in the teller area, opening accounts, providing customers with information, resolving banking problems for customers, cross selling banking products and services, and other projects, tasks, and responsibilities. Acts as a resource for operation and customer issues exercising discretion and good judgment. Assists in sales development activities including training of staff. Conducts relationships and activities consistent with established bank policies, procedures, and systems. Must have knowledge and understanding of compliance and fraud issues for protection of customer and bank. Performs entry level supervision of team, including assistance with transactions, risk assessment, coaching, motivating, and setting an example in sales, service, and operations. Provides legendary service to meet needs and expectations of customer. Must work to meet goals by promoting and cross selling a combination of financial products and services. Contributes to a team environment by accomplishing bank and branch results.

DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY

Assists customers/employees, assists with staff motivation and achieving branch and individual sales goals. Opens/closes branch. Performs teller duties: receives checks and cash for deposit and payment to accounts, verifies amounts, and examines checks for proper endorsement, ownership and fraud risk. Cashes checks and processes withdrawals, pays out money after verification of signatures and customer balances. Accurately counts, checks, and reconciles coins, currency, and transactions. Performs customer service duties: opens/closes accounts, customer problem resolution, cross sells and answers customer inquiries of financial products and service offerings. Assists in day to day operations including customer service and teller duties and responsibilities on a regular rotation. Ensures operating procedures are being followed. Consistently demonstrates proficiency providing legendary service to customers and coworkers. Resolves difficult situations with tact and diplomacy. Maintains thorough knowledge of bank products and services and ensures other branch personnel have knowledge. Actively pursues sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet customer needs. Takes a proactive approach to knowledge of the banking industry and leadership. Works with Manager to set goals and makes efforts to reach goals. Makes referrals to other business departments for traditional and non-traditional products and services. Participates in sales programs to generate new customers. Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank record keeping requirements. Responsible for following branch control and cash handling procedures. Responsible for cross selling bank products and services to meet individual and branch goals. The environment may be fast paced. It is important to act in a professional manner. Understands role in case of robbery and knows proper post-robbery procedures. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives. Accountable for other tasks as directed.

SUPERVISORY RESPONSIBILITIES

Reports to Branch Manager and indirectly to Assistant Manager. Work is reviewed by Branch Manager and Assistant Manager. Tellers report indirectly to Personal Banker with questions and/or problems when management is not present.

Qualifications

Bachelor's degree or equivalent combination of education, training and experience providing required knowledge, skills and abilities. Thorough knowledge of all teller and new account functions, bank regulations, bank policies and procedures and bank products and services. Strong attention to detail with the ability to work with accuracy. Excellent oral and written communication skills and strong customer relations skills. Must work with employees and customers in a cooperative, positive, professional manner. Good judgment and ability to handle confidential information and work quickly and accurately to analyze information and make decisions. Willingness to assume additional responsibilities, duties and projects. Successful completion of in-house training programs. Computer skills (email, printer, copy, Microsoft Office), Image Scanner, Cash Counting Machine, Cash Dispensing Machine, Coin Counter

Company

Work Hours

Monday - Friday 8:00am - 5:45pm 2 to 3 Saturdays per month 8:30am-12:30pm