Banker 2

Ion Bank•Hamden, CT

15d

About The Position

Banker 2 provides friendly, personalized service to bank customers, builds rapport to identify their financial needs, and performs banking transactions accurately and efficiently. The role supports branch operations, maintains a working knowledge of applicable banking regulations, and safeguards customer and bank information and assets. Banker 2 contributes to branch profitability by recommending and cross-selling products and services that meet customer needs, while delivering service in line with Ion Bank’s standards.

Requirements

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 for consumer and business customers.
Ability to perform banking transactions accurately and efficiently and follow applicable policies and procedures.
Ability to register with the NMLS and maintain a unique identifying number with appropriate training.

Nice To Haves

High school diploma preferred.

Responsibilities

Deliver professional customer service consistent with the Bank’s service standards and philosophy.
Perform customer service activities, including opening accounts, responding to account inquiries, completing teller transactions, and supporting branch operations.
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), maintain a unique identifying number, and complete appropriate training.
Maintain working knowledge of branch systems, procedures, policies, cash handling, and transaction processing.
Adapt to branch traffic flows while maintaining efficiency and accuracy.
Balance teller and branch office activity daily, order money, and compile currency transaction reports.
Process customer transactions courteously and accurately, ensuring all work is complete and accurate.
Assist with branch equipment, balancing, and operational issues.
Carry out the Bank’s security program and loss prevention guidelines.
Perform additional assigned duties.