Banker I

Summary of Job Responsibilities:

Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud.


Essential Duties:

1. Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
2. Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community
3. Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
4. Cross-sells bank services in accordance with individual and branch performance goals.
5. Operates in a team environment and provides excellent customer service.
6. Responsible for the completion of tasks necessary to secure company assets.
7. Uphold the customer and employee service standards established
8. Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.

Skills and Abilities Required:

1. The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers.
2. Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps.
3. Ability to exercise critical thinking skills.
4. Preference of one year of experience in a consultative sales environment.

Minimum Requirements:

1. A high school diploma or equivalent.
2. The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations.
3. Bi-lingual preferred.
4. Successful completion of credit check, drug screen, and background check.
5. Flexible schedule Monday-Friday and Saturday morning availability.
6. Two years of customer service experience OR completion of internal Banker Pathway I.

Working Conditions:

1. Minimum discomfort from noise, heat, dust, and other causes.
2. Required to stand for long periods when providing customer services
3. Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk.
4. The ability to lift and carry cash drawers and coin bags (up to 25 pounds).