Banker 2

Ion Bank•Farmington, CT

11d

About The Position

Ion Bank seeks a Banker 2 to provide friendly, personalized customer service and complete banking functions accurately and efficiently. The role builds rapport with customers to understand and meet their financial needs, contributes to branch profitability through consultative recommendations and cross-selling, and maintains knowledge of banking regulations, products, services, and branch procedures. The Banker 2 safeguards customer and Bank information and assets and supports the secure, effective operation of the branch. The position includes opening and maintaining consumer and business accounts; responding to account inquiries; processing teller transactions; supporting branch operations; handling loan application steps and related documentation; balancing teller and branch activity; ordering money and preparing currency transaction reports; and assisting with operational and equipment issues. The Banker 2 is also required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number with appropriate training.

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.
Ability to provide accurate and efficient financial transactions and maintain a balanced teller window.
Working knowledge of banking regulations, bank products and services, branch systems, procedures, policies, cash handling, and transaction processing.
Ability to meet customer needs through consultative service and product recommendations.
Ability to register with the NMLS and maintain a unique identifying number with appropriate training.

Responsibilities

Deliver professional customer service consistent with Ion Bank’s service standards and philosophy.
Build rapport and proactively meet with customers in person and by phone to understand their financial needs and recommend suitable products and services.
Promote, cross-sell, and upsell bank products and services to new and existing customers, contributing to branch profitability goals.
Refer customers or prospects to non-bank product associates when appropriate.
Open accounts, perform account maintenance, respond to account inquiries, and provide timely solutions for consumer and business customers.
Perform teller transactions and other customer service activities accurately and courteously.
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) and maintain a unique identifying number with appropriate training.
Apply working knowledge of banking regulations, branch systems, policies, procedures, cash handling, and transaction processing.
Adapt to varying branch traffic while maintaining efficient and accurate work.
Balance personal teller activity and the branch office daily, order money, and compile currency transaction reports.
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 within the branch.
Keep customer and proprietary Bank and customer information and assets safe and secure.
Perform additional assigned duties.