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PT Community Associate - Northside Commons

Jonestown Bank & Trust Co

Job Title

Perform transactional duties and responsibilities while exemplifying JBT's SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures applicable to transactions processing.

Duties And Responsibilities
  • Provide SMILE Standards service to clients at all times and actively seek out and meet their banking needs.
  • Consistently deliver high quality JBT service in person, through the drive-up, over the telephone and during community events using JBT's Non-Negotiables.
  • Working knowledge of branch products and services. Expands relationships though recommendations designed to assist client. Refers clients to appropriate partners for additional needs.
  • Ability to answer basic questions about JBT's digital banking services.
  • Keep a clean, organized work area and a professional appearance as outlined in the Bank's Dress Code Policy.
  • Accurately, efficiently, and promptly perform client transactions (including those received by mail or night deposit): cashing checks, deposits, withdrawals, selling of monetary instruments, loan payments, etc.
  • Balance cash drawer/debits and credits accurately and in a timely manner using the Teller system. Maintain an orderly cash drawer within the Bank's approved cash limits.
  • Complete BAI courses as assigned.
  • Respect the confidentiality of information obtained through or as a consequence of employment.
  • Actively utilize CRM System to enhance client experience.
  • Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks.
  • Perform related duties including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, etc.
  • Ability to complete forms via Edit Merge Doc or located on JBT Connect.
  • Ensure punctual and regular attendance.
  • Promote and preserve JBT's values and culture.
  • Follow Bank policy and procedure to prevent fraud and financial crimes.
  • Other duties as assigned.
Skills Required
  • Ability to operate Bank's systems.
  • Excellent communication and interpersonal skills.
  • Proficient mathematics skills.
  • Ability to operate the following office equipment: computer, telephone, copy machine, fax machine, scanner, TCR.
  • Ability to lift approximately 50 pounds.
Vacancy posted 4 days ago
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