Retail Banker | Bradfordville

Responsibilities

• The Retail Banker position provides prompt, efficient and friendly service to clients.
• A Retail Banker will be responsive to both Personal Banker and Teller needs of clients.
• Opens, closes, services and supports all accounts, products and services.
• Uses various programs to ensure work is completed accurately and in compliance with regulations, such as: Bank Secrecy Act, Reg CC, Privacy, Currency Transaction Reporting.
• Responds to client questions or concerns in a quick, courteous and friendly manner.
• Cross-sells Bank products and services, marketing campaigns and initiatives, to new and existing clients to meet their needs as well as attain individual, division and Bank goals.
• Enters data, updates and maintains client information and status of referrals and leads, in Synapsis.
• Follows procedures for open/close office and robbery response.
• Educate clients regarding ID fraud, phishing scams.
• Process consumer and commercial transactions, i.e.: account deposits/withdrawals, check cashing, loan payments, Official Checks, wires, and safe deposit box payments, when applicable.

Requirements

• Experience in client service, sales, cash handling is required.
• KSA: The following KSAs are usually acquired through 1-2 year’s work experience and/or a combination of work and education.
• Excellent interpersonal skills required to verbally communicate effectively and interact positively with clients, associates and business partners.
• Ability to follow detailed instructions and a wide range of procedures requiring some judgement.
• Requires concentration to avoid mistakes in counting cash.
• Proficiency in data entry/typing.
• Ability to perform basic mathematical computations using various business machines and/or computers.
• Ability to stand and/or sit for long periods of time.
• Ability to apply initiative and work with minimal supervision.
• Ability to exercise sound and reasonable judgement.
• Sales, retail and/or referral experience is preferable, particularly in cross-marketing products and service.