Market Banker I

Primis Bank•Colonial Heights, VA

3d•Onsite

About The Position

The Market Banker I provides customer service while helping new and existing customers with financial needs through transactions, account openings, and referrals to appropriate partners. The role conducts sales activities, supports market center operations, and follows applicable banking regulations, policies, procedures, and service standards. It requires in-person attendance and regular, reliable, and predictable attendance. The Market Banker handles a range of customer transactions and special services, supports cash and ATM operations, helps maintain audit and internal-control standards, and keeps current on bank products, services, pricing, and customer relationship management software. The position also assists other market center employees and undertakes cross-training and ongoing performance improvement.

Requirements

High school diploma or equivalent.
Cash-handling experience.
Customer service experience in a retail environment.
Ability to successfully complete required training programs.
Professional and effective communication skills, including the ability to ask questions to identify varying customer needs.
Strong attention to detail.
Ability to work as a team player.
Ability to present product features and benefits effectively and provide sound guidance.
Strong organizational skills.
Effective and professional verbal and written communication skills.
Ability to meet the position’s physical demands, including frequent bending and squatting; frequent movement around the bank; frequent lifting of up to 20 pounds; continuous sitting or standing in a forward-facing position; continuous money handling, customer interaction, repetitive use of hands and arms, and communication.

Nice To Haves

Sales experience, including cross-selling.
Previous retail bank experience.

Responsibilities

Perform customer transactions and respond to inquiries in accordance with customer service standards and bank policies and procedures, including deposits, check cashing, account holds, and stop payments.
Conduct sales activities to offer solutions to customers’ financial needs and meet sales goals.
Refer customers to the Primis employee best suited to meet their financial needs.
Follow operational guidelines, meet balancing standards, and support satisfactory audit and MIC scores.
Prepare arrangements and documents for special services, including foreign currency or items, direct deposits, outgoing wires, and government bond transactions.
Perform market center functions and support employees or duties such as servicing overdrawn or past-due accounts, OFAC review, back-counter processing, ATM management, vault and main vault responsibilities, night depository duties, and opening.
Monitor market center cash requirements, place cash orders, and prepare shipments.
Maintain knowledge of bank products and services, pricing, and customer relationship management software.
Help other market center employees achieve satisfactory audit ratings, including completing portions of the Monthly Internal Control Report and preparing documentation for operating policies and procedures.
Adhere to established Service Quality Standards and work to achieve and exceed service standards.
Assist with ATM, vault, and night depository responsibilities, including opening, replenishing, or balancing the market center ATM.
Cross-train on other responsibilities and demonstrate ongoing performance improvement.
Comply with state and federal regulations and bank policies and procedures, including the Bank Secrecy Act, SAR, CTR, FACT Act, Community Reinvestment Act, EEO, and fair employment practices.
Perform other duties as assigned.