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 associate must know and comply with laws, regulations, and bank policies and procedures applicable to transaction processing. The role provides client service in person, through the drive-up, by telephone, and at community events; processes client transactions; supports branch operations; and helps clients identify relevant banking services.

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 SMILE Standards service to clients and actively seek out and meet their 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, recommend options to assist clients, and refer clients to appropriate partners for additional needs.
  • Answer basic questions about JBT’s digital banking services.
  • Keep a clean, organized work area and maintain a professional appearance in accordance with the Bank’s Dress Code Policy.
  • Accurately, efficiently, and promptly process client transactions, including transactions received by mail or night deposit, such as check cashing, deposits, withdrawals, monetary instrument sales, 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.
  • Maintain the confidentiality of information obtained through or as a consequence of employment.
  • Actively use the CRM System to enhance the client experience.
  • Incorporate knowledge of applicable laws and regulations into day-to-day tasks.
  • Perform related duties, including providing client access to the SDB area and balancing the ATM, Vault, and TCR.
  • Complete forms through Edit Merge Doc or JBT Connect.
  • Maintain punctual and regular attendance.
  • Promote and preserve JBT’s values and culture.
  • Follow Bank policy and procedures to prevent fraud and financial crimes.
  • Perform other duties as assigned.
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