Personal Banking & Services Associate

TrustBank; Meadowview (IL); Vor Ort; USD 23.000 - 28.000; Vollzeit

Zusammenfassung

TrustBank in Tuscola, IL is seeking a Universal Banker to deliver a full range of banking services to individuals and commercial clients. The role includes new accounts, teller services, and cross-selling, with a focus on accuracy and customer care.

The successful candidate will greet customers, process transactions, maintain compliance, and support branch needs while upholding TrustBank values and participating in community activities.

Qualifikationen

• High school education required with on-the-job training.
• Retail banking experience preferred but not required.
• Experience in sales and cross-selling is preferred.

Aufgaben

• Open and close bank when needed.
• Remain flexible to scheduling needs during all Tuscola location business hours.
• Ensure that customers receive prompt and courteous service.
• Answer phone inquiries.
• Balance drawer cash and vault cash.
• Run teller transactions accurately and efficiently.
• Process night drop deposits.
• Approve checks within limits.
• Assist customers in resolving account related problems.
• Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer’s needs.
• Assist customers by opening new accounts.
• Give out appropriate loan applications.
• Cross-sell products to customers.
• Issue and redeem certificates of deposit.
• Stay within compliance guidelines when opening and closing all accounts.
• Order ATM/Debit cards and update information, activate, etc.
• Process check orders/re-orders for customers with products for personal and business purposes.
• Order and stock adequate supplies.
• Attend bank meetings and educational seminars as required.
• Maintain over and short reports and transaction reports.
• Ship and order currency and coin from Fed.
• Scan and balance transaction in the proof program.
• Promote TrustBank’s Values and Service Standards.
• Assist with monthly reports
• Represent TrustBank at community functions
• Provide support to Branch Manager and Market President
• Perform other duties as assigned.

Kenntnisse

Sales experience

Relationship management

Cross selling

Proactive thinking

Compliance knowledge

Problem solving

Collaboration

Ausbildung

High school diploma

Tools

MS Office

Excel

Jobbeschreibung

TrustBank in Tuscola, IL is seeking a Universal Banker to deliver a full range of banking services to individuals and commercial clients. The role includes new accounts, teller services, and cross-selling, with a focus on accuracy and customer care.

The successful candidate will greet customers, process transactions, maintain compliance, and support branch needs while upholding TrustBank values and participating in community activities.