Qureos Mentor

Primis Bank

Primis Bank is a pioneering financial institution dedicated to providing a faster and more convenient banking experience for its customers. With a commitment to innovation in the financial services sector, Primis Bank aims to enhance customer satisfaction through its services.

<div>Position Summary: Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures. 


Essential Functions
<ul>
<li>Perform a variety of customer transactions and inquiries in accordance with the Bank&rsquo;s customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments).</li>
<li>Proactively conduct sales activities to offer solutions to customer&rsquo;s financial needs while also meeting sales goals.</li>
<li>Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs.</li>
<li>Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved.</li>
<li>Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions.</li>
<li>Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment.</li>
<li>Maintain knowledge and a strong understanding of the Bank&rsquo;s products/services, pricing, and the Bank&rsquo;s customer relationship management software.</li>
<li>Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center&rsquo;s Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures.</li>
<li>In person attendance required.</li>
<li>Regular, reliable and predictable attendance.</li></ul> 


Marginal Functions
<ul>
<li>Set, achieve and exceed standards by adhering to established Service Quality Standards.</li>
<li>Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the market center&rsquo;s ATM.</li>
<li>Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance.</li>
<li>Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.</li>
<li>All other duties as assigned.</li></ul> 


Minimum Educational &amp; Experience Requirements
<ul><li>High School diploma or equivalent</li>
<li>Cash handling experience</li>
<li>Customer service experience in a retail environment</li>
<li>Sales experience, including cross-selling (preferred)</li>
<li>Previous retail bank experience (highly preferred)</li></ul> 


Minimum Skill Requirements
<ul>
<li>Able to successfully complete required training programs</li>
<li>Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs</li>
<li>High level of detail orientation</li>
<li>Proven team player</li>
<li>Able to present product features and benefits effectively and provide sound guidance</li>
<li>Strong organizational skills</li>
<li>Effective and professional verbal and written communication skills</li></ul> 


Physical Demands

In terms of an 8-hour workday, &ldquo;occasional&rdquo; equals 1% to 33%, &ldquo;frequent&rdquo; equals 34% to 66% and &ldquo;continuous&rdquo; equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
<ul>
<li>Frequent bending and squatting to access cash supply</li>
<li>Continuous sitting or standing in forward facing position</li>
<li>Frequent movement to different areas of bank including teller windows in lobby and Drive Thru</li>
<li>Frequent moving about office to access needed office equipment</li>
<li>Frequent lifting of up to 20 pounds</li>
<li>Continuous counting/money handling</li>
<li>Continuous interaction with customers</li>
<li>Continuous repetitive use of hands and arms</li>
<li>Continuous communication: in-person, phone, written and electronic</li></ul> 


Work Environment
<ul>
<li>Retail Bank setting with some travel to other market centers</li></ul></div>

Floating Market Banker I

<div>
 Job Details
 
 
 
 Description
 
 
 
 
 Position Summary
 
 
 :
 
 This position is responsible for servicing warehouse lending customers.
 
 
 
 Essential Functions
 
 
 
 <ul>
 <li>
 Manage workflow to ensure all loans stay within compliance.
 </li>
 <li>
 Review submitted loan packages for accuracy, completeness, and compliance with funding and accounting requirements; conduct internal quality control and audits of warehouse lending loans.
 </li>
 <li>
 Identify and resolve discrepancies or issues in loan documentation.
 </li>
 <li>
 Approve and disburse funds in accordance with established guidelines.
 </li>
 <li>
 Verify wire instructions and validate title company information for both new and existing partners.
 </li>
 <li>
 Perform input, approval, and settlement of incoming wires; process additional and return wires.
 </li>
 <li>
 Remit any residual income to customers as needed.
 </li>
 <li>
 Pull end-of-day reports to ensure balancing.
 </li>
 <li>
 Receive, log, and retain possession of the original mortgage note during warehouse period.
 </li>
 <li>
 Process received collateral in preparation to ship.
 </li>
 <li>
 Responsible for daily client correspondence and customer service.
 </li>
 <li>
 Regular, reliable, and predictable attendance.
 
 
 </li>
 </ul>
 
 Marginal Functions
 
 
 
 <ul>
 <li>
 Assist in balancing of customer accounts and warehouse lending accounts.
 </li>
 <li>
 Assist Warehouse Operations Manager as needed.
 </li>
 <li>
 Provide cross-function support to funding, accounting, and shipping.
 </li>
 <li>
 Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.
 </li>
 <li>
 All other duties as assigned.
 
 
 </li>
 </ul>
 
 Minimum Educational &amp; Experience Requirements
 
 
 
 <ul>
 <li>
 Associate or bachelor&rsquo;s degree in business-related field or equivalent work experience
 </li>
 <li>
 3 years&rsquo; experience in a financial institution or comparable industry
 
 
 </li>
 </ul>
 
 Minimum Skill Requirements
 
 
 
 <ul>
 <li>
 Working knowledge of loan products, federal lending regulations, and documentation required by bank policy and state and federal regulations
 </li>
 <li>
 High level of detail orientation
 </li>
 <li>
 High degree of organization and time management
 </li>
 <li>
 Ability to work independently with minimal supervision
 </li>
 <li>
 Ability to work effectively under stress with high work volume and tight deadlines
 </li>
 <li>
 Professional and effective verbal and written communications
 </li>
 <li>
 Proficient with MS Office products and departmental systems
 
 
 </li>
 </ul>
 
 Physical Demands
 
 
 
 In terms of an 8-hour workday, &ldquo;occasional&rdquo; equals 1% to 33%, &ldquo;frequent&rdquo; equals 34% to 66%, and &ldquo;continuous&rdquo; equals 67% to 100%. However, some duties are performed monthly, annually, or sporadically throughout the year and are essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions of the position.
 
 
 <ul>
 <li>
 Continuous stationary position, particularly, but not limited to, at a desktop computer
 </li>
 <li>
 Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone &amp; computer use
 </li>
 <li>
 Continuous communication: verbal and written, in-person, phone and electronic
 
 
 </li>
 </ul>
 
 Work Environment
 
 
 
 <ul>
 <li>
 Office environment; remote and hybrid flexibility if determined by management.
 </li>
 </ul>
</div>

Warehouse Operations Specialist

Join Primis Bank and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Primis Bank

About Company

Floating Market Banker I

Warehouse Operations Specialist