PT Community Associate - Northside Commons

Jonestown Bank & Trust Co•Campbelltown, PA

13d

About The Position

JOB SUMMARY Perform transactional duties and responsibilities while exemplifying JBT’s SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures applicable to transactions processing. DUTIES AND RESPONSIBILITIES Provide SMILE Standards service to clients at all times and actively seek out and meet their banking needs. Consistently deliver high quality JBT service in person, through the drive-up, over the telephone and during community events using JBT’s Non-Negotiables. Working knowledge of branch products and services. Expands relationships though recommendations designed to assist client. Refers clients to appropriate partners for additional needs. Ability to answer basic questions about JBT’s digital banking services. Keep a clean, organized work area and a professional appearance as outlined in the Bank’s Dress Code Policy. Accurately, efficiently, and promptly perform client transactions (including those received by mail or night deposit): cashing checks, deposits, withdrawals, selling of monetary instruments, loan payments, etc. Balance cash drawer/debits and credits accurately and in a timely manner using the Teller system. Maintain an orderly cash drawer within the Bank’s approved cash limits. Complete BAI courses as assigned. Respect the confidentiality of information obtained through or as a consequence of employment. Actively utilize CRM System to enhance client experience. Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks. Perform related duties including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, etc. Ability to complete forms via Edit Merge Doc or located on JBT Connect. Ensure punctual and regular attendance. Promote and preserve JBT’s values and culture. Follow Bank policy and procedure to prevent fraud and financial crimes. Other duties as assigned.

Requirements

Ability to operate Bank’s systems.
Excellent communication and interpersonal skills.
Proficient mathematics skills.
Ability to operate the following office equipment: computer, telephone, copy machine, fax machine, scanner, TCR.
Ability to lift approximately 50 pounds.

Responsibilities

Provide SMILE Standards service to clients at all times and actively seek out and meet their banking needs.
Consistently deliver high quality JBT service in person, through the drive-up, over the telephone and during community events using JBT’s Non-Negotiables.
Working knowledge of branch products and services. Expands relationships though recommendations designed to assist client. Refers clients to appropriate partners for additional needs.
Ability to answer basic questions about JBT’s digital banking services.
Keep a clean, organized work area and a professional appearance as outlined in the Bank’s Dress Code Policy.
Accurately, efficiently, and promptly perform client transactions (including those received by mail or night deposit): cashing checks, deposits, withdrawals, selling of monetary instruments, loan payments, etc.
Balance cash drawer/debits and credits accurately and in a timely manner using the Teller system. Maintain an orderly cash drawer within the Bank’s approved cash limits.
Complete BAI courses as assigned.
Respect the confidentiality of information obtained through or as a consequence of employment.
Actively utilize CRM System to enhance client experience.
Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks.
Perform related duties including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, etc.
Ability to complete forms via Edit Merge Doc or located on JBT Connect.
Ensure punctual and regular attendance.
Promote and preserve JBT’s values and culture.
Follow Bank policy and procedure to prevent fraud and financial crimes.
Other duties as assigned.