Part-time Personal Banker I

Job Description

Job Title: Personal Banker I

Department: Retail Banking

Reports To: Branch Supervisor

FLSA Status: Non-exempt

Expectations for All Team Members: Supports Legends Bank’s Mission, Vision, and Values by demonstrating the following characteristics and behaviors with team members, customers, and communities we serve.

L – Lead; E – Engage; G – Grow: E – Excel; N – Notice; D – Do; S - Serve

Summary/Purpose:

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.

Essential Duties and Responsibilities for Personal Banker I: include the following. Other duties may be assigned.

- Greets customers instantly upon entering the branch and facilitates a welcoming and customer focused environment.

- Alert to customers’ needs and ability to suggest appropriate products/services. Provides brochures as needed for banking services with sufficient knowledge to discuss each product we offer.

- Processes customer transaction efficiently and accurately in a slower or fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures.

- Properly completes bank documents in accordance to bank policy and procedure (i.e. non-negotiable item logs, Currency Transaction Reports, general ledger tickets, forms, etc.)

- Receives checks and cash for deposit/payout after verifying signatures, customer account balances, and examining checks for endorsements, legitimacy, etc.

- Processes customers' transactions into bank teller system to record transactions, and issues computer generated receipts.

- Balances currency, coin, and checks in cash drawer throughout the day ensuring totals match with data displayed on teller system.

- Explains, promotes, or sells other products or services as needed for branch.

- Follows 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 removes, records and processes deposits from night depository adhering to bank policy and procedure.

- Assists customers with safe deposit box assistance and verification.

- Accepts/processes loan and utility payments.

- Builds customer loyalty by developing relationships, making customer care calls and offering exceptional customer service.

- Teller Certification.