Traveling Personal Banker I

LEGENDS BANK • Nashville, TN

3d • Onsite

About The Position

Responsible for efficiently processing a variety of customer transactions while providing the highest level of customer service. Helps build solid customer relationships by identifying bank products and services beneficial to the customer.

Requirements

• High school diploma or equivalent required; one to six months related experience and customer service training.
• One year banking/customer service experience preferred.
• Excellent customer service following Personal Banker procedures.
• Minimal transaction errors.
• High school diploma or equivalent with minimum of one year Teller/Personal Banker experience required; demonstrate proficiency of Personal Banker I skills; ability to balance Vault and ATM, order customer checks and perform wire transfers and account/debit card maintenance; sufficient consumer account opening, product knowledge and referral history.
• Ability to operate a cash dispenser and/or Integrated Teller Machine (ITM).
• Completion of Teller Certification.
• High school diploma or equivalent with minimum of two years Teller/Personal Banker experience required; demonstrate proficiency of Personal Banker I&II skills; product knowledge and Account Opening skills, cross-selling bank products to achieve consistent referral history.
• Training abilities to help mentor Personal Banker I & II with patience and kindness.
• Assist ABM or BM with any branch need.
• Completion of Personal Banker Certification course.
• Strong multi-tasking skills and great attention to detail.
• Basic math, problem solving, ten key and computer skills.
• Security conscious with excellent organizational skills.
• Enthusiastic personality.
• Communicates effectively with customers and inspires confidence – skilled enough to take care of customer assets and needs.
• Must enjoy working with the public and be able to handle large sums of money comfortably.
• Proficient computer skills.
• A team player working well with others and flexible in working hours; must have the ability to work a Saturday rotating schedule as assigned and extended hours from time to time.
• Proactive and self-directed with the ability to prioritize.
• Must report to work promptly and regularly according to work schedule.
• Must be professional and calm under pressure.

Nice To Haves

• One year banking/customer service experience preferred.
• Ability to operate a cash dispenser and/or Integrated Teller Machine (ITM).
• Completion of Teller Certification.
• Completion of Personal Banker Certification course.

Responsibilities

• Be a positive and engaged teammate treating customers and partners with high quality service and professional and respectful communication.
• Greets customers instantly upon entering the branch and facilitates a welcoming and customer focused environment.
• Alert to customers’ needs and ability to suggest appropriate products/services.
• Provides brochures as needed for banking services with sufficient knowledge to discuss each product we offer.
• Processes customer transactions efficiently and accurately in a slower or fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures.
• Properly completes bank documents in accordance with bank policy and procedure (i.e. non-negotiable item logs, Currency Transaction Reports, general ledger tickets, forms, etc.)
• Receives checks and cash for deposit/payout after verifying signatures, customer account balances, and examining checks for endorsements, legitimacy, etc.
• Processes customers' transactions into bank teller system to record transactions, and issues computer generated receipts.
• Balances currency, coin, and checks in cash drawer throughout the day ensuring totals match with data displayed on teller system.
• Follows branch security in accordance with bank policy to protect the bank against criminal and fraudulent operations and unnecessary risk or exposure by securing cash drawer, keys, combinations, and non-negotiable items, maintaining the established cash drawer limits, placing necessary holds, examining account titles and balances, verifying signatures of signers on accounts, performing dual control where assigned, etc.
• Daily removes, records and processes deposits from night depository adhering to bank policy and procedure, assists customers with safe deposit box assistance and verification, accepts/processes loan and utility payments.
• Builds customer loyalty by developing relationships, making customer care calls and offering exceptional customer service.
• Teller Certification.
• Increased check cashing limit from $500 to $2,500.
• Responsible for handling the branch ATM operations, such as opening/closing, recording and processing deposits, loading cash dispensers, balancing the ATM and ensuring its security.
• Ability to initiate/execute customer wire transfer of funds following appropriate bank policy and procedure.
• Responds to customer inquiries and requests.
• Informs and advises customers of status or enhancements to current account productivity and suggests resolution on account disputes and other account activity.
• Provides appropriate online and account/debit card maintenance to include stop payments, address changes, closing accounts, HAS contribution forms.
• Orders customer checks as necessary.
• Assists other bank personnel in resolving any customer issues.
• Ability to operate and balance vault following appropriate controls, according to bank policy and procedure.
• Ability to operate a Cash Dispenser, Integrated Teller Machine (ITM) or other bank technology as appropriate for position.
• Attends and participates in training courses/certifications to advance job/customer service and products knowledge.
• Help achieve branch referral/deposit/loan goals by promoting/cross-selling other bank products and services as appropriate to customer needs.
• Personal Banker Certification.
• Increased check cashing limit to $5,000.
• Ability to sign cashier’s check to $25,000.
• Evaluates customer needs to obtain information and explain available financial services such as savings, consumer/business checking accounts, Individual Retirement Account, Certificates of Deposit, HSA, Estates, savings bonds, and securities.
• Advanced product knowledge
• Prepares, compiles and inputs into computer new customer information on each account opened ensuring completeness/accuracy of documentation and forwarding to appropriate personnel within time limits as according to bank policy and procedure.
• Ability to identify the needs of the customer and communicate the appropriate bank products as necessary.
• Instrumental in achieving branch referral/deposit/loan goals by promoting/cross-selling bank products and services as appropriate to customer needs.
• Help ABM & BM mentor Personal Banker I&II’s.
• Backup to ABM for account opening and signing authority.
• History of achieving branch referral/deposit/loan goals by qualified referrals and cross-selling bank products.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED