Banker 2

Ion Bank•Hamden, CT

16d•$45,843 - $61,901

About The Position

The Banker 2 provides friendly, personalized service to bank customers, builds rapport to understand and meet their financial needs, and accurately performs banking transactions. The role supports branch operations, maintains knowledge of applicable banking regulations and bank products, and safeguards customer and bank information and assets. The Banker 2 handles customer service activities such as opening accounts, account inquiries, account maintenance, teller transactions, and branch operations. The role also contributes to branch profitability by recommending and cross-selling products and services, including through consultative conversations with customers. The position requires accurate cash handling, balancing, transaction processing, and adherence to bank policies, security requirements, and loss-prevention guidelines.

Requirements

One to two years of retail banking experience, including teller or sales experience, or a comparable combination of education and experience.
High school diploma preferred.
Register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number with appropriate training.

Responsibilities

Deliver professional customer service consistent 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 service solutions to consumer and business customers.
Distribute loan applications, answer loan-related 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 knowledge of branch systems, procedures, policies, cash handling, and transaction processing.
Adjust to changing 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 policy and program and loss-prevention guidelines within the branch.
Perform additional assigned duties.