Market Banker I
About The Position
The Market Banker I provides exceptional customer service while assisting new and existing customers with financial needs. The role handles customer transactions and inquiries, opens new accounts, and makes appropriate partner referrals while complying with applicable regulations, policies, and procedures. It also supports sales goals and day-to-day market center operations, including cash management, audit controls, and special banking services. The position requires on-site attendance in a retail bank setting, with some travel to other market centers. The work environment has a moderate noise level.
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.
- High level of attention to detail.
- Demonstrated ability to work as part of a team.
- Ability to present product features and benefits effectively and provide sound guidance.
- Strong organizational skills.
- Effective and professional verbal and written communication skills.
Nice To Haves
- Sales experience, including cross-selling.
- Previous retail banking 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 Standard Guidelines, and support satisfactory Audit and MIC scores.
- Complete arrangements and documentation for special services, including foreign currency or items, direct deposits, outgoing wires, and government bond transactions.
- Perform market center functions and support employees and duties, including servicing overdrawn or past-due accounts, OFAC reviews, back-counter processing, ATM management, vault and night depository responsibilities, and opening.
- Plan and monitor market center cash needs, place cash orders, and prepare shipments.
- Maintain regular, reliable, and predictable attendance.
- Maintain knowledge of bank products, services, pricing, and customer relationship management software.
- Assist with market center audit requirements, including completing portions of the Monthly Internal Control Report and documenting operating policies and procedures.
- Adhere to Service Quality Standards and help achieve or exceed established standards.
- Assist with ATM, vault, and night depository duties, including opening, replenishing, or balancing the market center ATM.
- Cross-train on other responsibilities and demonstrate ongoing professional development and performance improvement.
- Comply with state and federal regulations and bank policies and procedures, including Bank Secrecy Act, SAR, CTR, FACT Act, Community Reinvestment Act, EEO, and fair employment practices.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
