Personal Banker

Chino Commercial Bank, N.A.•Corona, CA

2d•$24 - $30•Onsite

About The Position

We welcome you to join our Chino Commercial Bank Team! We are currently seeking for an Experienced Personal Banker who is passionate, driven, collaborative, and solutions minded individual to join our team. We are dedicated in creating a championing environment where you can grow and thrive. Our Mission is to provide exceptional customer service to make a difference in the lives of our customers and communities.

Requirements

High school diploma or general education degree (GED); three (3) or more years of related experience and/or training; or the equivalent combination of education and experience.
Work related experience should consist of a financial institution customer service and cash handling background.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate experience, knowledge and training in business banking products and branch operation activities, terminology and products and services.
Intermediate knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Intermediate typing skills to meet production needs of the position.
Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, compose correspondence, and speak clearly to customers and employees.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Effective organizational and time management skills.
Ability to work with general supervision while performing duties.
Current California driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
The incumbent must be able to perform this position safely, without endangering the health or safety to himself or herself or others.

Responsibilities

Works with the Manager to define sales strategies necessary to meet sales and referral goals for individual, branch, and bank growth.
Open new accounts, both business and personal by assigning account numbers; completes forms requiring customer signature(s); checks Chexsystem history; accepts initial deposits; prepares all documents and items pertaining to business and personal checking accounts, savings accounts and certificates of deposit for processing.
Work to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Expand current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
Cross sell appropriate banking products and services to prospective customers, promoting business for the Bank.
Respond timely to customer’s requests regarding small business banking products.
Follow up on any leads, letters and mailers provided by Branch Manager or Business Development Officer.
May perform routine and intermediate branch and customer service duties.
Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form and issuing receipts.
Confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; should be able to make decisions when questionable items are presented for cashing; if uncertain, will seek assistance from immediate supervisor.
May assist in opening and closing the vault daily; assists in balancing vault currency and coin.
Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.
May issue official checks, money orders, traveler’s checks and savings bond applications.
Cross-sells the Bank’s other products and services, referring customers to appropriate staff as indicated.
Assists with safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports.
May receive and process stop payment and hold orders.
May accept loan, installment and collection payments.
Provides effective customer service and assists in resolving problems within given authority.
Records, files, updates information and sorts mail or reports as required.
Assists in answering telephones and directs callers to proper Bank personnel.
May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)
Processes address changes check and deposit slip orders, endorsement stamp orders. Assists with other operational duties as assigned.
May type routine letters, reports and forms.
Maintains files, copies and faxes documents, and may assist in ordering and distributing supplies.
The position of Personal Banker performs duties specific to the position and other functions as assigned.
The position of Personal Banker is not responsible for the supervision of any employee(s), however the incumbent is required to provide leadership, training and support to less experienced tellers and other staff members.