Banker 2

Ion Bank•Southington, CT

4d•$45,843 - $61,901

About The Position

The Banker 2 provides friendly, personalized customer service and performs banking functions with a high level of expertise. The role builds rapport with customers, identifies their financial needs, performs transactions accurately and efficiently, and contributes to branch profitability through appropriate product and service recommendations and cross-selling. The Banker 2 handles customer service activities such as opening and maintaining accounts, answering account inquiries, processing teller transactions, and supporting branch operations. The position requires knowledge of bank products, branch systems, policies, procedures, and applicable banking regulations, as well as careful handling of customer and bank information, assets, and security requirements. The role also includes loan application support and registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

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 banking regulations, branch operations, cash handling, and transaction processing.
Ability to provide accurate, efficient customer service and participate in consultative sales.

Nice To Haves

High school diploma.

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 and cross-sell bank products and services, and refer customers or prospects to non-bank product associates when appropriate.
Open and maintain accounts and provide timely service solutions to consumer and business customers.
Distribute loan applications, answer customer loan questions, interview applicants with completed applications, and ensure 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 branch traffic flows while maintaining efficiency and accuracy.
Balance self and branch office daily, order money, and compile currency transaction reports.
Process customer transactions accurately and courteously and ensure work is complete and accurate.
Assist with branch equipment, balancing, and operational issues.
Carry out the Bank’s security policy and program and loss prevention guidelines.
Keep customer and proprietary Bank and customer information and assets safe and secure.
Perform additional assigned duties.