PERSONAL BANKER - DEERFIELD BEACH

Job Summary:

Provide complete customer services including but not limited to opening accounts, selling bank services and products, and gathering information needed to efficiently process new and existing accounts. Identify and refer candidates for other bank services. Provide help in the teller area when is needed and handle the essential teller functions.

Essential Responsibilities:

• Ensure the branch production goals are met.

• Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes.

• Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.

• Provide Treasury and Lending specialists with qualified referrals for cross-sell.

• Conduct sales initiatives through adequate procedures.

• Ensure effective customer retention and growth through ongoing sales and servicing initiatives.

• Ensure implementation of the Bank's customer service philosophy in regards total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy and communication).

• Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.
• Prepare documents and assist customers in the signing of documents to process accounts.

• Input information to create account data file of new accounts.

• Perform any maintenance changes on existing customer's account, such changes of address, title, or rate changes.

• Promote and answer questions regarding the various lending products the bank offers.

• Resolve customer problems and complaints in accordance with FirstBank Florida excellent service policy.

• Answer customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issue temporary checks, etc.

• Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirements.

• Maintain IRS/SEP file maintenance and reports, as the liaison to Bankers Systems.

• Responsible for working supplies and ordering new accounts starter kits, if necessary.

• Maintenance of all logs.

• Make sure corresponding reports are completely on a timely manner.

• Assist customers on overdraft and delinquent loans.

• Serve as teller backup as needed.

Education and Experience:

"Employee must comply with all requirements related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continue to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act."

• 3 years of experience in a similar job is required or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required.

• Preferred 1 year of related Personal Banker functions/Teller experience and/or 2 years of cash handling.

• Bilingual English and Spanish (speak, read and write)

• Good mathematical and communications skills

• A formal training in banking products and/or processing new accounts.

• Good understanding of financial products, loan documentation, and business objectives of a real-estate lending department

• Strong knowledge of Microsoft Office

Independence of Judgment:

• Independence of judgment is according to established internal policies and guidelines.

Impact of Errors:

• The impact of errors on this position could affect other departments operations and an economic impact to customers and to the Bank.

Interpersonal Communication:

• Good interaction with customers and Bank's employees.

Work Environment:

• Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions.

• These employees are exposed to external elements when representing the corporation at external events and may be required to work extended hours, including holidays, should these coincide with company events.

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.

EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER