PT Community Associate - Newmanstown

Jonestown Bank & Trust Co•Newmanstown, PA

About The Position

The Community Associate performs transactional duties and responsibilities while exemplifying JBT’s SMILE Standards and Non-Negotiables. The role provides high-quality service to clients in person, through the drive-up, over the telephone, and during community events; assists with client transactions; and helps clients identify appropriate banking products, services, and partners. The associate must comply with applicable laws, regulations, bank policies, and procedures, including those intended to prevent fraud and financial crimes.

Requirements

Ability to operate the Bank’s systems.
Excellent communication and interpersonal skills.
Proficient mathematics skills.
Ability to operate a computer, telephone, copy machine, fax machine, scanner, and TCR.
Ability to lift approximately 50 pounds.

Responsibilities

Provide service consistent with JBT’s SMILE Standards and actively seek to meet clients’ banking needs.
Deliver high-quality JBT service in person, through the drive-up, over the telephone, and during community events using JBT’s Non-Negotiables.
Maintain working knowledge of branch products and services and recommend options that may assist clients.
Refer clients to appropriate partners for additional needs and answer basic questions about JBT’s digital banking services.
Maintain a clean, organized work area and professional appearance in accordance with the Bank’s Dress Code Policy.
Accurately, efficiently, and promptly perform client transactions, including transactions received by mail or night deposit, such as check cashing, deposits, withdrawals, sales of monetary instruments, and loan payments.
Balance cash drawer debits and credits accurately and promptly using the Teller system, and maintain an orderly cash drawer within approved cash limits.
Complete assigned BAI courses.
Protect the confidentiality of information obtained through or as a consequence of employment.
Use the CRM System to enhance the client experience.
Incorporate knowledge of applicable laws and regulations into daily tasks.
Perform related duties, including assisting with client access to the SDB area and balancing the ATM, Vault, and TCR.
Complete forms using Edit Merge Doc or forms located on JBT Connect.
Maintain punctual and regular attendance.
Promote and preserve JBT’s values and culture.
Follow Bank policies and procedures to prevent fraud and financial crimes.
Perform other duties as assigned.