Deposit Relationship Officer

COMMUNITY NATIONAL BANK•Fort Worth, TX

3d•Onsite

About The Position

Under the general direction, the Deposit Development Officer maintains the operations function of the branch at a satisfactory level including all aspects of the daily branch activities, such as all teller line and New Accounts functions. The Deposit Development Officer is also responsible for making customer calls and soliciting deposit relationships on behalf of the bank. Always represent Community National Bank to the customers in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.

Requirements

Ability to multitask, prioritize and manage time efficiently.
Ability to encourage team and staff; able to mentor and lead.
Excellent written and verbal communication skills.
Ability to work with, coach, delegate, and reprimand subordinates.
A thorough knowledge of branch operations to coordinate the daily functioning of the branches and to resolve employee and customer problems.
Complete familiarity with the bank’s New Account policies, Safe Deposit Boxes and Teller Line guidelines.
Accurate and precise attention to detail
Able to analyze problems and strategize for better solutions.
Creative problem solver who thrives when presented with a challenge.
5+ years of experience in the banking industry
Proven track record of good performance.
Firm grasp of modern management skills and tactics
Strong understanding of banking laws and regulations

Nice To Haves

4 years of college or technical school certificate in business, management, or related field preferred

Responsibilities

Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
Attend all Officer Meetings and other meetings as required.
Participate in service club activities and various other community functions.
Prepare various letters and reports as required.
Solicit new business and participate in business development activities.
Resolve problems, research account history, and handle matters beyond the scope of subordinate staff members.
Maintain regular and punctual attendance.
Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification.
Work cooperatively with others.
Receive all new account documentation from customers.
Prepare all documents to open various customer deposit accounts.
Order personalized checks for customers, answer inquiries regarding deposit rates, account terms, and questions related to customers’ existing accounts.
Cross sell bank services as appropriate.
Balance teller transactions.
Ensure that balance sheets are collected, and cash is balanced daily, money is ordered for the vault and such money is verified under dual control.
Inventory Travelers checks once a month at the branch location (if offered at the location).
Follow the proper security procedures for opening and closing a teller drawer.
Follow policies and procedures for counting and handling money, checks, and other’ types of financial paper, running a Teller Machine, balancing, handling signature and customer verifications, preventing fraud, and dealing with holdups.
Reconcile balances at the close of each business day and all monies are secured in line with established security procedures.