Community Bank Manager

Burke & Herbert Bank•Monterey, VA
•$20 - $22

About The Position

Under the direction of the Community Bank Manager, this customer-facing role performs a variety of banking duties, including opening consumer and business accounts, taking loan and line-of-credit applications, and referring clients to product specialists. The position helps deliver the Bank’s “Service Beyond Expectations” promise through account services, product education, and relationship-building. The employee must be cross-trained as a Customer Service Teller and may be cross-utilized based on branch needs. The job operates in a clerical office setting and may require travel.

Requirements

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

Nice To Haves

  • Prior retail banking experience preferred.
  • Prior customer service experience preferred.
  • Notary and NMLS registration may be needed for other services.

Responsibilities

  • Open a wide variety of consumer and business accounts, including loan and deposit accounts.
  • Identify and complete referrals to other lines of business, including Mortgage, Investments, Cash Management, Commercial Loans, and Insurance.
  • Identify and cross-sell relevant bank services and products.
  • Assist clients with account reconciliations, account maintenance, online and mobile 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 work, including sales tracking, plans, follow-up calls, client onboarding, and client retention.
  • 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.
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