Market Banker I

Primis Bank•Colonial Heights, VA

3d•$17 - $24•Onsite

About The Position

The Market Banker I provides exceptional customer service to new and existing customers by handling financial transactions, opening accounts, and making appropriate referrals while complying with regulations, policies, and procedures. The role includes meeting sales goals, supporting market center operations, maintaining knowledge of bank products and services, and helping achieve satisfactory audit and internal control results. In-person attendance is required, along with regular, reliable, and predictable attendance. The position is based in a retail bank setting and may require travel to other market centers. The work environment has a moderate noise level. Physical demands include frequent bending, squatting, movement around the bank, and lifting up to 20 pounds, as well as continuous sitting or standing in a forward-facing position, money handling, customer interaction, repetitive use of hands and arms, and communication.

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 customer needs.
High level of detail orientation.
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.

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, including balancing standards, and support satisfactory audit and MIC scores.
Complete arrangements and documents for special services, including foreign currency and items, direct deposits, outgoing wires, and government bond transactions.
Perform market center functions and support employees or duties, including servicing overdrawn or past-due accounts, OFAC review, back-counter processing, ATM management, vault and main vault duties, night depository responsibilities, and opening.
Plan, monitor, and adhere to market center cash requirements; place cash orders and prepare shipments.
Maintain knowledge of bank products, services, pricing, and customer relationship management software.
Assist market center employees with audit readiness, including completing portions of the Monthly Internal Control Report and creating documentation for operating policies and procedures.
Attend work in person and maintain regular, reliable, and predictable attendance.
Adhere to established Service Quality Standards.
Assist with ATM, vault, and night depository responsibilities, including opening, replenishing, or balancing the market center’s ATM.
Cross-train on other responsibilities and demonstrate ongoing 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.