Traveling Personal Banker III

LEGENDS BANK•Clarksville, TN

6d•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. This role requires strong multi-tasking skills, attention to detail, basic math, problem solving, ten key and computer skills. The ideal candidate will be security conscious with excellent organizational skills, an enthusiastic personality, and the ability to communicate effectively with customers, inspiring confidence. Must enjoy working with the public and be able to handle large sums of money comfortably. Proficient computer skills are essential. The role requires a team player who works well with others and is flexible in working hours, including the ability to work a Saturday rotating schedule as assigned and extended hours from time to time. The candidate must be proactive and self-directed with the ability to prioritize, report to work promptly and regularly, and remain professional and calm under pressure.

Requirements

High school diploma or equivalent required.
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 (for Personal Banker I).
Excellent customer service following Personal Banker procedures.
Minimal transaction errors.
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.

Responsibilities

Process 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 complete bank documents in accordance with bank policy and procedure (i.e. non-negotiable item logs, Currency Transaction Reports, general ledger tickets, forms, etc.).
Receive checks and cash for deposit/payout after verifying signatures, customer account balances, and examining checks for endorsements, legitimacy, etc.
Process customers' transactions into bank teller system to record transactions, and issue computer-generated receipts.
Balance currency, coin, and checks in cash drawer throughout the day ensuring totals match with data displayed on teller system.
Follow 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 remove, record and process deposits from night depository adhering to bank policy and procedure, assist customers with safe deposit box assistance and verification, accept/process loan and utility payments.
Build customer loyalty by developing relationships, making customer care calls and offering exceptional customer service.
Increased check cashing limit to $5,000.
Ability to sign cashier’s check to $25,000.
Evaluate 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.
Prepare, compile and input 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.
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.