Personal Banker

Crescent Bank•New Orleans, LA

10d

About The Position

Personal Bankers are responsible for providing financial solutions and excellent service to customers. They assist customers with opening and closing accounts, processing transactions, and offering other products and services. They also perform branch operation functions and ensure compliance with regulations and policies.

Requirements

2+ years of branch retail experience
1+ years of cash handling experience
Proficient with banking technology, financial services, and regulations
Proficient with using Microsoft Office, Excel, Word, Adobe
Knowledge and understanding of banking industry laws and regulations
Proficient with Banking technology and software solutions
Excellent initiative and organizational skills
Excellent written, verbal and phone etiquette communications skills
Independent and motivated individual who requires little supervision
Strong interpersonal skills, and determination are essential characteristics
Understand basic accounting rules related to debits and credits
15 % Travel in the New Orleans region

Nice To Haves

Associate degree (A.A.) preferred

Responsibilities

Provide and demonstrate superior customer service standards
Develop and retain customer relationships
Promote a positive and professional image of the bank in the community
Open and close the branch and vaults following secure procedures
Create accounts in the core system (DDA, Savings, CDs, and IRAs)
Process deposits, withdrawals, payments, and other items
Inform customers of other products and services
Assist customers with CD secured loans, night depository, ATM cash balancing, closing accounts, bank related services, legal documentation, and other inquiries
Secure and properly handle all cash and bank instruments
Ensure branch compliance with BSA regulations and other policies and procedures
Handle Savings Bonds redemption (Full-Service Branches)
Manage and respond to e-mail and phone messages timely
Prepare documents for accurate and timely scanning
Perform assigned QC/QA tasks and projects with a high level of attention to details
Perform additional duties as assigned by branch management
Assist with collecting items for Audits and Exams
Assist with requisition orders
Review and monitor new accounts for potential fraud activity
Communicate professionally with back-office support and the bank’s affiliates
Remain flexible and equipped to respond to the bank’s continuity plan
Remain flexible and available to respond to higher volume days
Complete ongoing compliance training through Crescent Academy and ABA