Banker 2

Ion Bank•Farmington, CT

12d•$45,843 - $61,901

About The Position

The Banker 2 provides friendly, personalized service to bank customers, builds rapport to understand their financial needs, and performs banking transactions accurately and efficiently. The role includes opening and maintaining accounts, responding to inquiries, processing teller transactions, supporting branch operations, and balancing the teller window. The Banker 2 participates in consultative sales by recommending and cross-selling appropriate bank products and services, and contributes to branch profitability goals. The position requires a working knowledge of bank products, branch systems, policies, procedures, cash handling, transaction processing, and applicable banking regulations. The Banker 2 also helps keep customer and bank information and assets safe, supports loan application processes, and assists with branch equipment, balancing, and operational issues. The position is hourly and full-time.

Requirements

High school diploma preferred.
One to two years of retail banking experience, including teller or sales experience, or a comparable combination of education and experience.
Working knowledge of bank products and services, branch systems, procedures, policies, cash handling, and transaction processing.
Ability to perform customer transactions accurately and efficiently and balance teller and branch activity.
Ability to provide customer service and participate in consultative sales.

Responsibilities

Deliver professional customer service in line with the Bank’s service standards and philosophy.
Maintain working knowledge of consumer and business bank products and services.
Meet with customers in person and by phone to recommend products and services suited to their financial needs.
Promote, cross-sell, and upsell bank products and services; refer customers or prospects to non-bank product associates when appropriate.
Open accounts, perform account maintenance, and provide timely customer service solutions to consumer and business customers.
Distribute loan applications, answer loan-related questions, interview applicants with completed applications, and verify that documentation is accurate.
Register with the Nationwide Mortgage Licensing System and Registry (NMLS), maintain a unique identifying number, and complete appropriate training.
Apply knowledge of branch systems, procedures, policies, cash handling, and transaction processing.
Adapt to varying branch traffic while maintaining efficient and accurate work.
Balance personal and branch office activity daily, order money, and compile currency transaction reports.
Process customer transactions accurately and courteously.
Ensure work is complete and accurate.
Assist with branch equipment, balancing, and operational issues.
Carry out the Bank’s security program and loss prevention guidelines within the branch.
Safeguard customer and proprietary Bank and customer information and assets.
Perform additional assigned duties.