Community Bank Manager

Burke & Herbert Bank & Trust•Monterey, VA

About The Position

Under the direction of a Community Bank Manager, this customer-facing role performs a wide variety of banking duties, including opening accounts, taking loan and line-of-credit applications, and making referrals to product-line specialists when appropriate. The role demonstrates the Bank’s “Service Beyond Expectations” Begins with Me promise. The employee is cross-trained as a Customer Service Teller and may be cross-utilized according to branch office needs. The position has no supervisory responsibilities. The job operates in a clerical office setting, with work conducted by telephone, in face-to-face meetings, and on a computer. Travel may be required. For applicants located in Monterey, Virginia, the anticipated salary range is $20.00–$22.00 per hour. For applicants in other locations, salary is based on experience, qualifications, and geographic location; additional compensation such as bonuses or incentive pay may also be available where applicable.

Requirements

High school diploma or equivalent required.
Comfort and confidence in a sales and service environment.
Strong goal orientation.
Ability to work as part of a team and closely with fellow Relationship Bankers and Customer Service Tellers.
Professional manner and good interpersonal skills.
Computer knowledge, good typing skills, math skills, listening ability, and problem-solving skills.
Ability to be cross-trained as a Customer Service Teller and cross-utilized based on branch office needs.

Nice To Haves

Prior retail banking experience preferred.
Prior customer service experience preferred.

Responsibilities

Open a broad variety of consumer and business bank accounts, including loan and deposit accounts.
Take loan and line-of-credit applications.
Identify and complete referrals to other lines of business, including Mortgage, Investments, Cash Management, Commercial Loans, and Insurance.
Identify and cross-sell additional bank services and products.
Assist clients with account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit cards, check orders, and overdraft assistance.
Assist with and open CDARS accounts and transactions, IRA accounts and transactions, and consumer loan products.
Perform teller duties when required, including receiving deposits, checks, and payments, and processing withdrawals.
Educate and profile clients using bank systems.
Organize and complete sales tracking, plans, follow-up client calls, client onboarding, and client retention activities.
Adhere to company policies and procedures and follow operational and security procedures.
Deliver the Bank’s “Service Beyond Expectations” promise by following defined principles.
Perform other duties as assigned.
Provide other services as needed, such as Notary services and NMLS registration.