Banker Jobs

About The Position

Requirements

• At least 2 years of relevant retail sales and/or customer service experience.
• Fluency in English and Spanish.
• High school diploma or equivalent.
• Strong communication, organizational, and problem-solving skills.
• Willingness to accept coaching and feedback to improve performance.
• Ability to work flexible or extended hours based on retail branch needs, with demonstrated reliability.
• Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
• Ability to prioritize workload and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
• Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
• Ability to maintain a mobile device compatible with the Cisco Duo app for secure authentication.
• Ability to stand most of the time and occasionally lift and carry items up to 30 lbs.

Nice To Haves

• Prior in-store retail banking experience is preferred but not required.
• Knowledge of banking products, services, policies, procedures, and regulatory guidelines, or the ability to learn them quickly.
• Ability to engage effectively in a sales and service process.

Responsibilities

• Identify customer needs and recommend appropriate banking solutions.
• Achieve individual sales goals through proactive customer conversations, referrals, and marketing outreach inside and outside the branch.
• Resolve customer inquiries or concerns at the first point of contact, involving internal partners as needed.
• Accurately process transactions and open accounts while following bank policies, procedures, and regulatory requirements.
• Explain banking solutions, products, services, and digital tools in a simple, understandable manner.
• Create warm, welcoming, personalized customer interactions and provide dependable service in a fast-paced retail environment.
• Support customers in using digital banking tools and platforms.
• Build relationships with customers, retail partners, and community members while representing the bank as a trusted neighborhood bank.
• Participate in local retail marketing, community events, outreach activities, and in-store promotions.
• Safeguard customer confidentiality, privacy, and sensitive information; comply with policies, procedures, security protocols, and regulatory guidelines.
• Perform branch servicing duties, including teller transactions, cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep.
• Open and maintain deposit accounts and consumer loan products accurately and in accordance with compliance standards.
• Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
• Support additional branch duties and business needs as assigned.
• Travel to nearby branches within approximately 45 miles when business needs require.