branch banker

Commencement Bank

<p><b>POSITION DESCRIPTION</b></p><p><b>Position Title: </b>Community Banker I</p><p><b>Department:</b> Auburn Branch</p><p><b>Hours: </b>Full Time (Mon-Fri)</p><p><b>Reports To: </b>Branch Manager</p><p><b>FLSA Status: </b>Non-Exempt</p><p><b>SALARY RANGE</b></p><p>The hourly range for this role is $17.50 - $20.00, and the pay rate for the successful applicant will be determined based on a variety of non-discriminatory factors which may include, but is not limited to, job-related knowledge, skills, location, and experience. Specific roles may be eligible for performance-based incentive compensation, bonus, and/or equity awards.</p><p><b>POSITION SUMMARY</b></p><p>The Community Banker is the frontline of Commencement Bank. Our retail Community Bankers assist clients with transactional requests, service needs, hold meaningful conversations with clients and prospects, recommend financial products and services, and engage within the community in which they serve. Community Bankers provide a best in market customer experience by helping to create a warm, welcoming, and friendly environment for all bank employees, customers, and community members. Commencement employees embrace and practice the Bank&rsquo;s core values: Dedication, Teamwork, Integrity, and Respect and support an environment of diversity, equality, and inclusion within all aspects of the organization.</p><p>The Community Banker I role is an entry level role for team members without prior banking experience. The Community Banker I is expected to proficiently process all frontline transactions, competently open consumer, business, and non-profit accounts, meet all the service needs of Commencement Bank clients, and hold meaningful conversations with clients and prospects to recommend appropriate products and services. This position is expected to maintain compliance with all bank policies while participating in regular branch operational reviews and certification.</p><p><b>ESSENTIAL DUTIES AND RESPONSIBILITIES</b></p><ul><li>Processes all frontline transactions and client service requests.</li><li>Maintains a consistent cash drawer balancing record without controllable losses.</li><li>Opens consumer, business, and non-profit deposit accounts.</li><li>Assures compliance with all Bank policies and procedures as well as state and federal banking regulations, including BSA/AML/OFAC guidelines as applicable.</li><li>Participates in all operational compliance activities and daily reporting.</li><li>Holds meaningful conversations with clients and prospects to recommend appropriate products and services.</li><li>Maintains professional conduct at all times including in person and via telephone communication with clients, prospects, and internal partners.</li><li>Takes initiative in personal development plan to grow job specific skills and proficiencies.</li><li>Participates in bank sponsored community events and sponsorships.</li><li>Educates and trains clients in the use of self-service options including mobile banking, online banking, mobile deposit, and online wire origination.</li><li>Always represents Commencement Bank in a professional and authentic manner.</li><li>Performs other duties as assigned.</li></ul><p><b>REQUIRED SKILLS</b></p><ul><li>Diligent attention to detail and ability to effectively multi-task.</li><li>A self-starter with initiation and a desire to learn.</li><li>Ability to communicate effectively and professionally including in person, via t telephone, and in writing.</li><li>Ability to read and follow written procedures.</li><li>Ability to use or learn Word, Excel, Adobe, and Outlook.</li><li>Ability to work on unrelated processes simultaneously, prioritizing as tasks change and new tasks arise.</li><li>Treats all colleagues, clients, and community members with respect, working ethically and with integrity, and possesses high level of accountability and follow through.</li><li>Always represent Commencement Bank in a professional and authentic manner.</li></ul><p><b>WORK ENVIRONMENT</b></p><ul><li>Must be able to remain in a stationary position for extended periods of time.</li><li>Must be able to effectively communicate and exchange accurate information.</li><li>Must be able to work in an environment with moderate noise levels and with frequent employee/customer contact and interruptions during the day.</li></ul><p><b>QUALIFICATIONS</b></p><ul><li>Minimum one year of cash handling and customer service experience.</li><li>High school graduate or GED required.</li></ul><p><b>BENEFITS INFORMATION </b></p><p>Commencement Bank strongly believes in the importance of investing in the health and welfare of its employees and their families. To extend our gratitude for the time and services they provide to our clients and communities, Commencement offers an exciting total rewards package including base salary and a comprehensive package of benefits.</p><p>Benefit eligibility begins the first day of the month following the date of hire for employees who are regularly scheduled to work at least 20 hours weekly. Eligible employees will receive benefit options including:</p><ul><li>comprehensive and competitive paid healthcare coverage (medical, dental, and vision) with discounted premiums for dependents</li><li>401(k)-retirement savings plan with employer match</li><li>employee stock purchase program</li><li>employee assistance program (EAP)</li><li>life insurance</li><li>long-term disability insurance</li><li>flexible spending account</li><li>voluntary benefit options</li><li>tuition reimbursement</li><li>paid parking</li><li>vacation time and a personal float day</li><li>vacation purchase option</li><li>paid time off for illness, volunteerism, and holidays</li><li>logo wear allowance</li><li>employee appreciation activities</li></ul><p><b>Job description may change at any time.</b></p><p><i>Commencement Bank is an equal opportunity employer.</i></p><p>Job Type: Full-time</p><p>Pay: $17.50 - $20.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul><p>Application Question(s):</p><ul><li>Are you willing to undergo a background and/or credit check, in accordance with local laws/regulations?</li></ul><p>Experience:</p><ul><li>customer service: 1 year (Required)</li><li>cash handling: 1 year (Required)</li></ul><p>Ability to Commute:</p><ul><li>Auburn, WA 98002 (Required)</li></ul><p>Ability to Relocate:</p><ul><li>Auburn, WA 98002: Relocate before starting work (Required)</li></ul><p>Work Location: In person</p>

Community Banker I

First National Bank

<div><h2 class="jobSectionHeader"><b>Primary Office Location:
</b></h2>4638 Hicone Road. Greensboro, North Carolina. 27405.
<p></p><h2 class="jobSectionHeader"><b>Join our team. Make a difference - for us and for your future.
</b></h2><p><b>Position Title: </b>Floating Relationship Banker
</p><p><b>Business Unit: </b>Retail
</p><p><b>Reports to: </b>Varies Based on Assignment
</p><p></p><p><b>Position Overview:
</b></p><p>This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.<br>
<br>
</p><p><b>Primary Responsibilities:
</b></p><p>Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
</p><p></p><p>Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
</p><p></p><p>Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
</p><p></p><p>Performs other related duties and projects as assigned.
</p><p></p><p>All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation&rsquo;s risk management program.
</p><p></p><p>F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
</p><p></p><p><b>Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
</b></p><p>High School or GED</p><br>
<p></p><p><b>Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
</b></p><p>0</p><br>
<p></p><p><b>Skills Required to Perform the Primary Responsibilities of this Position:
</b></p><p>Excellent customer service skills
</p><p>Excellent communication skills, both written and verbal
</p><p>Excellent organizational, analytical and interpersonal skills
</p><p>Detail-oriented
</p><p>Ability to use a personal computer and job-related software
</p><p>MS Word - Basic Level
</p><p>MS Excel - Intermediate Level
</p><p>MS PowerPoint - Basic Level
</p><p>Experience in a related position.
</p><p>Knowledge of banking policies, procedures consumer products and services.
</p><p>Sales and customer service skills.</p><br>
<p></p><p><b>Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
</b></p><p>Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.</p><br>
<p></p><p><b>Physical Requirements or Work Conditions Beyond Traditional Office Work:
</b></p><p>Frequent driving (car, van, truck)<br>
</p><br>
<p><b>Equal Employment Opportunity (EEO):
</b></p><p>It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.</p></div>

Floating Relationship Banker

Fifth Third Bank

<div><div>Make banking a Fifth Third better&reg;<br>
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.</div><div></div><div>
GENERAL FUNCTION:</div><div>
Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales &amp; Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.</div><div></div><div>
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.</div><div></div><div>
ESSENTIAL DUTIES AND RESPONSIBILITIES:</div><ul><li>
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.</li><li>
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.</li><li>
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.</li><li>
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.</li><li>
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.</li><li>
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&amp;L.</li><li>
Provide guidance to CSRs with respect to the sales and referral process.</li><li>
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.</li><li>
Act with confidence by answering customer questions and owning customer issues.</li><li>
Maintain a position of trust and responsibility by keeping all business confidential.</li><li>
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.</li><li>
Adhere to established policies and procedures while opening/servicing the full range of Retail products.</li><li>
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.</li><li>
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.</li><li>
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.</li></ul><div></div><div>
SUPERVISORY RESPONSIBILITIES:</div><div>
None.</div><div></div><div>
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:</div><ul><li>
College degree or work experience providing transferrable skills or combination of education and experience.</li><li>
Experience in the financial industry preferred.</li><li>
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.</li><li>
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.</li><li>
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.</li><li>
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.</li><li>
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position.</li></ul><div></div><div>
WORKING CONDITIONS:</div><ul><li>
Normal office environment.</li><li>
Extending viewing of computer screens.</li><li>
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.</li><li>
Travel outside of the affiliate will be required for various classroom training sessions.</li></ul><div></div>
Personal Banker Associate II - Terre Haute Main<div></div><div>
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.</div><div></div><div>
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.</div><div></div><div>
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: <div>https://www.53.com/content/fifth-third/en/careers/benefits.html</div> or by consulting with your talent acquisition partner.</div><div></div>
LOCATION - Terre Haute, Indiana 47807<div></div><div>
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.</div><div></div><div>
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div></div><div></div>

Personal Banker Associate II - Terre Haute Main

Horizon Bank

<div><b>Job Overview</b><p><br>
The Universal Banker Supervisor will support the operations of the Universal Banker team as delegated by management, and solve complex issues related to customer transactions. Serve as trainer/mentor to new hires; provide ongoing coaching/training to advisors. Perform regular Universal Banker duties in conjunction with supervisory responsibilities.</p>
<p>
Process customer transactions and new account opening timely, efficiently, and accurately. Complete customer initiated account maintenance and all other tasks associated with customer requests. Originate new deposit accounts and consumer loans. Responsible for initiating, enhancing and maintaining customer relationships by providing Exceptional Service and Sensible Advice. Able to probe for information regarding customer&rsquo;s needs and provide effective solutions. Must demonstrate a high of degree initiative and leadership and mastery of bank products and services, taking responsibility to keep up-to-date on changes.</p>
<p>
Universal Banker Supervisor generally has 3+ years of banking experience or professional sales experience in a service-oriented environment.</p><b><br>
Principal Accountabilities</b><p><br>
Provide on-site supervision to enhance a positive teamwork environment, focusing on Universal Banker activities, management directives and branch goals. Solve complex issues related to customer transactions. Serve as trainer/mentor to new hires; provide ongoing coaching/training to advisors. Perform regular Universal Banker duties in conjunction with supervisory responsibilities.</p>
<p>
Represent the Bank to the customer in a courteous, professional manner in face-to-face and telephone communications. Provides timely, efficient, and accurate service in processing transactions in accordance with all regulations, policies and procedures. Maintain expert knowledge of bank processes, products and services, as well as banking regulations including Bank Secrecy Act (BSA). Develop and enhance customer relationships to identify cross selling and referral opportunities. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank&rsquo;s commitment to the communities in which we serve through support of local organizations and events.</p><b><br>
Duties</b><br>
<ul>
<li>Supervise Universal Banker activities based on management objectives and branch goals.</li>
<li>Display a high degree of initiative and influence others to deliver excellent customer experience, both internal and external.</li>
<li>Ability to solve complex issues related to transaction processing, new account opening and maintenance and customer needs.</li>
<li>Train and mentor new hires; provide ongoing training to advisors.</li>
<li>Approve system over-rides.</li>
<li>Responsible for proof operations.</li>
<li>Process customer transactions, customer initiated account maintenance and all other tasks associated with customer requests.</li>
<li>Report suspicious transactions or unusual occurrences to supervisor.</li>
<li>Complete customer initiated account maintenance and all other tasks associated with customer requests.</li>
<li>Recommend bank products and services to meet customer&rsquo;s changing needs.</li>
<li>Train on vault responsibilities for management of cash inventories</li>
<li>Efficiently gather customer information, identify financial needs, and educate customer on products and services. Recommend products based on the customer&rsquo;s needs.</li>
<li>Originate new deposit accounts including checking, savings, ATM/Debit Cards, money market, CDs, IRAs and commercial accounts.</li>
<li>Originate and provide advice on consumer loan products including personal loans, installment loans, home equity loans and lines of credit.</li>
<li>Originate business deposit accounts, associated services and refer additional products and service to Treasury Management or Business Banker.</li>
<li>Process basic life events including distribution of customers&rsquo; estates to beneficiaries from any deposit account. Recommend referrals to trust department when appropriate.</li>
<li>Educate customers on digital banking services and encourage electronic banking and e-statement adoption.</li>
<li>Develop long-standing relationships with customers by providing Exceptional Service and Sensible Advice through knowledge of bank products and services such as business, commercial and mortgage lending as well as trust services.</li>
<li>Participate in all office marketing and sales projects and promotions.</li>
<li>Partner with branch advisors to uncover customer needs and cross-sell opportunities.</li>
<li>Effectively use risk management tools to mitigate risk and minimize exposure to loss. Report unusual activity following established procedures.</li>
<li>Maintain established controls such as identification procedures, check holds, and all other pertinent verification necessary to transact business.</li>
<li>Promptly address customer questions and concerns through investigation. Report to management to formulate corrective action.</li>
<li>Conduct and document periodic risk reviews and run reports as needed.</li>
<li>Perform all work in compliance with established regulations, policies, and established procedures.</li>
<li>Maintain customer privacy and protect bank operations by keeping information private and confidential.</li>
<li>Participate in ongoing skill, sales training, compliance, risk management and security training as required for the position and apply knowledge in daily tasks.</li>
<li>Other duties as assigned.</li>
</ul><br>
<b>Qualifications &amp; Skills</b><br>
<ul>
<li>High school diploma or equivalent</li>
<li>3+ years of experience as a Universal Banker or the equivalent preferred; supervisory experience preferred.</li>
<li>Must successfully complete consumer lending training and consistently demonstrate the required level of mastery of the lending products and processes.</li>
<li>Strong sales initiative and ability to develop ongoing customer relationships.</li>
<li>Present a professional image and communicate effectively with the public, co-workers, management, customers and others in a courteous, positive and professional manner.</li>
<li>Ability to read, process, understand and apply written training material content to daily activity.</li>
<li>Ability to follow detailed instructions and a wide range of procedures requiring sound judgment.</li>
<li>Ability to perform basic mathematical computations using various business machines and/or computers.</li>
<li>Must have proficient typing and computer skills.</li>
</ul><br>
<b>Core Competencies</b><br>
<div>
<div><div><div><ul><li>Adaptability &amp; Flexibility</li>
</ul>
</div><div><ul><li>Prospecting and Referring</li></ul><br>
</div>
</div><br>
<div><div><ul><li>Educating Others</li>
</ul>
</div><div><ul><li>Teamwork</li></ul><br>
</div>
</div><br>
<div><div><ul><li>Problem Solving</li>
</ul>
</div><div><ul><li>Risk Assessment</li>
</ul>
</div></div><br>
</div></div><br>
<b>Physical Requirements</b><p><br>
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).</p>
<div>
<div><div><div><p>Physical Demand:</p></div><div><br>
<p>
Percentage of Time:</p></div></div><div><br>
<div>
<p>Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.</p></div><div><br>
<p>
90-100%</p></div></div><div><br>
<div>
<p>Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers.</p>
<p>
Able to observe actions of others to ensure safety and security of the facility.</p></div><div><br>
<p>
 90-100%</p></div></div><div><br>
<div>
<p>Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone.</p></div><div><br>
<p>
90-100%</p></div></div><div><br>
<div>
<p>Able to remain in upright stationary position at counter height of approximately 48&rdquo; for long periods of time.</p></div><div><br>
<p>
50-75%</p></div></div><div><br>
<div>
<p>Able to grasp, move and sort forms and papers.</p></div><div><br>
<p>
90- 100%</p></div></div><div><br>
<div>
<p>Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers.</p></div><div><br>
<p>
 75-100%</p></div></div><div><br>
<div>
<p>Occasionally position self to reach heights between floor and 6&rsquo;.</p></div><div><br>
<p>
&lt;25%</p></div></div><div><br>
<div>
<p>Must be able to lift up to 50 pounds at a time.</p></div><div><br>
<p>
&lt;5%</p>
</div>
</div><br>
</div></div><p><b>Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.</b></p><br>
<p></p>
<p><b>
#LI-DNI</b></p><br>
Job Reference: HRN01898</div>

Universal Banker Supervisor

Advenxa Pvt.Ltd

<p><b>Branch sales (NBFC)</b><br/>Location<b>: Edappally, Ernakulam</b><br/>Qualification<b>: Bachelor&rsquo;s degree is mandatory</b><br/>Salary<b>: &#8377;20,000 &ndash; &#8377;25,000 per month</b><br/>Experience<b>: Minimum 1 year in sales/marketing within the banking sector</b><br/>Working Hours<b>: 8:30 AM &ndash; 5:30 PM</b></p><p><b>Requirements</b></p><ul><li>Minimum 1 year of experience in documentation or KYC or sales and marketing within the banking sector.</li><li>Bachelor's degree in a relevant field.</li><li>Knowledge of KYC regulations, government rules, and SEBI compliance.</li><li>Strong analytical and problem-solving skills.</li><li>Proven ability to meet and exceed sales targets.</li><li>Excellent communication and interpersonal skills.</li><li>Ability to work in a team and independently.</li></ul><p><b>Responsibilities</b></p><ul><li>KYC updation</li><li>Government Rule and SEBI Compliance</li><li>Target Setting and Analysis</li><li>Sales and Sales Support</li><li>Operational Excellence</li><li>Customer Service</li><li>Reporting</li></ul><p>Job Types: Full-time, Permanent</p><p>Pay: &#8377;20,000.00 - &#8377;25,000.00 per month</p><p>Benefits:</p><ul><li>Health insurance</li><li>Life insurance</li><li>Provident Fund</li></ul><p>License/Certification:</p><ul><li>Graduation (Required)</li></ul><p>Willingness to travel:</p><ul><li>25% (Required)</li></ul><p>Work Location: In person</p>

Branch Sales (NBFC)

Sturgis Bank & Trust Company

<div><div><b>Summary</b>:</div><div>
The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank&rsquo;s products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities.</div><div></div><div><b><br>
Key Responsibilities:</b><br>
<b> </b><i>Client Service:</i></div><ul><li>
Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience.</li><li>
Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone.</li><li>
Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open ended question to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate.</li><li>
Educates and demonstrates existing, new, or enhanced products to improve a client&rsquo;s banking experience.</li><li>
Understands and implements security protocols to protect the client, staff, and institution.</li></ul><div><i>
Transactional Activity:</i></div><ul><li>
Process clients&rsquo; deposits, withdrawals, loan payments, cashing of checks, and internal transfers. Examines checks for endorsement and negotiability. May assist with more involved transactions such as loan and cash advances, cashier&rsquo;s checks, and wire transfers.</li><li>
Demonstrates efficient and accurate cash handling skills. Understands and follows dual control procedures as required.</li><li>
Mitigates fraud through utilization of knowledge of the client and the client&rsquo;s typical transactional activity. Additionally following Security policies and procedures.</li><li>
Assist clients with account maintenance including address changes, travel notifications, disputes, stop payments, and check holds.</li><li>
Balances each day&rsquo;s transactions and verifies drawer cash totals. Review work, report offages to the Personal Banker Supervisor, and work with banking team to resolve offages.</li><li>
Adhere to and comply with all bank policies and procedures, in addition to Federal and State regulations.</li></ul><div><i>
Miscellaneous Responsibilities</i>:</div><ul><li>
Attends weekly Frontline Meetings. Implements new practices, procedures, and insights into daily operations. Attends any branch meetings called by the Personal Banker Supervisor or Branch Manager.</li><li>
May be requested to assist at other branches due to business need.</li><li>
Supports Personal Banking team by collecting client information for the opening of new accounts. May assist with the opening of new accounts.</li><li>
Other tasks as assigned.</li></ul><div></div><div><b><br>
Supervisory Responsibilities -</b></div><div>
None</div><div></div><div><b><br>
Qualifications</b></div><br>
<div></div><ul><li>
Ability to work with public. Prior Client Service experience preferred.</li></ul><br>
<div></div><ul><li>
Cash handling experience preferred.</li></ul><br>
<div></div><ul><li>
Knowledge and ability to communicate effectively with the Team, internal Business Partners, and potential and existing customers. Must have the ability to understand and work from oral and written instructions.</li></ul><br>
<div></div><ul><li>
Must have the ability to perform basic math skills and to calculate simple to complex transactions.</li></ul><br>
<div></div><ul><li>
Must have ability to remain calm and professional during peak periods of activity and manage multiple tasks simultaneously. This job requires employee to prioritize/organize work, and applies common sense, as well as proofread and edits documents for accuracy. Employee must have the knowledge and ability to troubleshoot and develop solutions to customer problems in a timely manner.</li></ul><br>
<div></div><ul><li>
Must be able to use office equipment. This includes computers, phones, fax machine, scanners, printers, etc.</li></ul><div></div><div><b><br>
Education and/or Experience</b></div><div>
High School Diploma or equivalent or is working towards obtaining a High School Diploma or GED.</div><div></div><div><b><br>
Certificates, Licenses, Registrations</b></div><div>
Not applicable.</div><div></div><div><b><br>
Work Environment:</b></div><div>
Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. They may experience communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.</div></div><p></p>

Personal Banker I

D.L. Evans Bank

<div><h2 class="jobSectionHeader"><b>Job Description</b></h2><p>
The Personal Banker is responsible for acquiring new consumer and small business customers and expanding relationships with existing customers. He or she serves as a proactive member of the branch team as the initial sales and service contact for new and existing customers. The Personal Banker recognizes complex product and financial services opportunities as well as refers to Investment Services, the Residential Mortgage Lending Department, and commercial banking to help customers achieve their financial goals and the team to achieve business goals. He or she serves as a backup-teller and performs a variety of functions in paying and receiving as well as serving as a backup-loan assistant performing a variety of functions in preparing and filing documents, tracking insurance, maintaining loans as needed, and reviewing loan applications to verify completeness.</p><p><b>
Qualifications</b></p><ul><li>
Must be at least 18 years old</li><li>
High school diploma or GED required</li><li>
Customer service experience, including cash handling, required</li><li>
Banking experience preferred</li><li>
Knowledge of bank operations, policies, and procedures preferred</li><li>
Able to operate related computer applications and business equipment, including adding machine, typewriter, copy machine, coin and money counting machines, telephone, scanner, and branch capture machine</li><li>
Professional appearance, dress, and attitude</li></ul><p><b><br>
Responsibilities</b></p><ul><li>
Represents the Bank in a courteous and professional manner</li><li>
Verifies transactions, monitors deposit amounts, examines documents for proper endorsement and negotiability, and detects and resolves discrepancies promptly</li><li>
Maintains security of assigned work area, places cash in teller drawer, and locks all drawers when leaving work area</li><li>
Ensures that customers' requests and questions are promptly resolved</li><li>
Maintains privacy of customer account information</li><li>
Directs calls to appropriate person/department as necessary and records and relays messages as appropriate</li><li>
Performs file maintenance and account changes as needed, such as address changes, etc., and stays up to date on pending documentation, such as verifying accounts opened by other branch personnel</li><li>
Presents and explains Bank services and products to customers and assists in meeting their financial needs</li><li>
Opens and closes accounts by obtaining information from the customer and entering into the computer system</li><li>
Interviews, takes applications, gathers information, and processes preliminary documentation on loan requests</li><li>
Operates teller terminal, processes assigned cash and transactions, and balances at end of day</li><li>
Seeks opportunities to refer products and services for increased business to the Bank</li><li>
Enters loan information into automated software approval systems</li><li>
Assists in servicing loans by processing such items as payments, payoffs, problem loan workout arrangements, loan draws, address changes, payment extensions, collateral releases, and payment due date changes</li><li>
Advises customers of loan approval or denial and explains loan denials precisely and clearly to customers</li><li>
Coordinates and processes loan closings and ensures loan documents are explained and acknowledged with customers and all disclosures are provided</li><li>
Helps other area personnel as required</li><li>
Keeps management informed of area activities and any significant problems or concerns</li><li>
Completes special projects as assigned</li></ul><h2 class="jobSectionHeader"><b>
Company Description</b></h2><p>
D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!<br>
<br>
D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.</p><h2 class="jobSectionHeader"><b>
Benefits</b></h2><ul><li>
Medical Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
FSA</li><li>
401(k)</li><li>
Employee Stock Ownership Plan</li><li>
Paid Vacation</li><li>
Sick Time</li><li>
Life Insurance</li><li>
Long-term Disability Insurance</li></ul></div>

Personal Banker

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