Market Banker I

Primis Bank•Callao, VA

10d•Onsite

About The Position

The Market Banker I provides exceptional customer service to new and existing customers by handling transactions, opening accounts, and referring customers to appropriate partners. The role supports customers’ financial needs while complying with applicable regulations, bank policies, and procedures. The position performs routine and specialized market center functions, supports operational controls and audit standards, and contributes to sales and service goals. It also involves cash management, ATM and vault duties, cross-training, and ongoing development of product knowledge and job performance. The role requires on-site attendance in a retail bank setting, with some travel to other market centers.

Requirements

High school diploma or equivalent.
Cash handling experience.
Customer service experience in a retail environment.
Ability to complete required training programs successfully.
Professional and effective communication skills, including the ability to ask questions to identify varying customer needs.
Strong attention to detail.
Demonstrated 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 perform frequent bending and squatting, move around the bank and office, and frequently lift up to 20 pounds.
Ability to continuously count and handle money, interact with customers, use hands and arms repetitively, and communicate in person, by phone, in writing, and electronically.

Nice To Haves

Sales experience, including cross-selling.
Previous retail bank experience (highly preferred).

Responsibilities

Handle customer transactions and inquiries, including deposits, check cashing, account holds, and stop payments, in accordance with service standards and procedures.
Conduct sales activities to offer solutions to customers’ financial needs and meet sales goals.
Refer customers to the Primis employee best able to meet their financial needs.
Follow operational guidelines, meet balancing standards, and support satisfactory Audit and MIC scores.
Arrange documentation and services for foreign currency and items, direct deposits, outgoing wires, and government bond transactions.
Support market center operations and colleagues, including servicing overdrawn or past-due accounts, OFAC review, back-counter processing, ATM management, vault and main-vault duties, night depository responsibilities, and opening.
Monitor market center cash requirements, place cash orders, and prepare cash shipments.
Maintain regular, reliable, and predictable attendance.
Maintain knowledge of the Bank’s products, 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.
Meet and exceed established Service Quality Standards.
Assist with ATM, vault, and night depository duties, including opening, replenishing, or balancing the ATM.
Cross-train on other responsibilities to support professional development.
Demonstrate ongoing improvement in performance.
Comply with applicable 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.