Banker - South Windsor, CT

Summary: The Banker is an entry level customer facing role and assists customers with their banking needs and processes all transactions accurately and in a timely manner. Uses exceptional customer service and communication skills to resolve issues for internal and external customers in accordance with bank and department service standards and required regulations. Upholds the organizations mission and values, operating in the best interest of our customer and communities while delivering the best banking experience.

Essential Duties and Responsibilities include the following. Other duties may be assigned

• Provides an exceptional customer experience with emphasis on relationship development, market share growth, and regulatory compliance.
• Performs routine day to day duties in accordance with bank policies and procedures to ensure operational soundness and high-level customer experience. Assists in the management of customer accounts, including opening and closing accounts, processing transactions, and handling customer inquiries or concerns, maintaining accuracy and thoroughness throughout.
• Recognizes relationship deepening opportunities and refers customers to business partners as appropriate. Works collaboratively with team to achieve banking center initiatives and overall market growth.
• Properly identifies and escalates matters in accordance with bank-wide and department standards. Addresses, researches and responds to customer complaints, documenting the resolution per PeoplesBank policy.
• Operates a cash box / recycler, and serves as Vault, ATM and/or Coin Machine custodian as needed. Accurately processes entries and reconciles cash, checks and negotiables at end of shift within Retail guidelines and performance standards.
• Adheres to all compliance and regulatory requirements, including Bank Secrecy Act (BSA) and Customer Identification Program (CIP). Obtains and verifies necessary information to complete applications, logs, BSA and CIP forms, and any other documentation as required by policy or regulation. Completes all yearly compliance training and testing and complies with bank policies and procedures, and federal and state regulations.
• Open and close safe deposit contracts and providing access per bank guidelines.
• Demonstrates knowledge of all PeoplesBank products and services and satisfactorily completes and engages in product knowledge learning.
• Represents the bank in a professional manner and in accordance bank standards. Communicates effectively verbally and in email, memos and business letters and in accordance with service standards.
• Supports marketing efforts and brand awareness including but not limited to participation in volunteer opportunities, community engagement and business development activities.
• Uses exceptional customer service and communication skills to resolve issues for internal and external customers in accordance with bank and department service standards and required regulations.
• May be required to work and travel to banking center locations as needed and assigned.
• May be required to work outside of your regularly scheduled hours including weekend and evenings.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

High School diploma required; Associate’s degree (A. A.) preferred and six months to one-year related experience or equivalent

combination of education and experience.

Skills needed:

• Cash handling experience preferred, basic mathematical acumen required
• Attention to detail, strong time management and multitasking skills
• Ability to function in a fast-paced and changing environment
• Strong communication skills verbal and written
• Strong interpersonal and customer service skills, including the ability to form and maintain client and business relationships
• Discretion and a dedication to protecting the financial privacy of clients, business partners, and employer
• Ability to work and travel to banking center locations as needed and assigned
• Ability to successfully complete required on the job training and demonstrate competency in accordance with company guidelines.

Certifications, Licenses and/or registrations:

This position requires National Mortgage Licensing System (NMLS) registration; and ability to obtain said license after a period to

be determined by decisionmaker. Must be able to successfully complete the registration process, which includes, but is not limited

to, undergoing a criminal background and credit check and must remain in compliance with the NMLS license regulations and rules.

Computer Skills:

Knowledge of computer applications including Word, Excel. Ability to use basic computer skills to enter and/or retrieve data.