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Form of workJob Description
Job Summary: Lead Personal Bankers (“LPB”) open banking accounts, process loan applications, and assist customers with CoreFirst products and services. LPBs may support branch management with scheduling, directing, training, and on-the-spot coaching of branch staff. The Lead Personal Banker plays an important role in carrying out branch sales goals and objectives. Essential Functions: ~Illustrates and sells the benefits of CoreFirst Bank & Trust products and services to prospective and current customers to generate new business and strengthen existing household relationships
~Tracks progress towards branch sales goals. Partners with Branch Sales Manager in assigning personal and branch goals
~Provides on-the-spot coaching to Personal Bankers and Customer Service Associates related to the CoreFirst products and sales process
~Provides existing Bank customers with their financial needs, by listening and asking appropriate questions; Responsibilities include, but are not limited to: answering customer questions, performing account maintenance, and assisting customers with bank processes and procedures
~Participates in daily branch operations including, but not limited to, opening and/or closing the branch, balancing the vault, assisting with completion of internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and carrying out other administrative functions, as needed
~Resolves customer escalations regarding Bank sales and services
Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Knowledge, Skills, and Abilities: Other Skills - Professionalism and composure, strong sales awareness, ability to contribute to a motivated environment, ability to monitor key details and set priorities, goal oriented. Skills and Abilities - ~Adherence to the CoreFirst Bank & Trust Values of Respect, Communication, Integrity, Initiative, and Accountability
~High level of skills in the CoreFirst Bank & Trust Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management
~Working knowledge and proficient use of Microsoft computer applications to include Word, Excel, and Outlook
~Ability to quickly adapt to changes in procedure and/or technology; Proficiency with processes and procedures related to consumer deposit and loan products
Education - High School diploma or equivalent required, some college preferred Experience - Two years of banking experience required Competencies - Adherence to CoreFirst Values; Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort required including ability to lift up to fifty (50) pounds.
Travel and Environment: Travel is primarily local during the business day, although some local evening and weekend travel may be expected. Branch Network Personal Bankers may travel to outer market locations occasionally, but overnight stays are not expected.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.
~Tracks progress towards branch sales goals. Partners with Branch Sales Manager in assigning personal and branch goals
~Provides on-the-spot coaching to Personal Bankers and Customer Service Associates related to the CoreFirst products and sales process
~Provides existing Bank customers with their financial needs, by listening and asking appropriate questions; Responsibilities include, but are not limited to: answering customer questions, performing account maintenance, and assisting customers with bank processes and procedures
~Participates in daily branch operations including, but not limited to, opening and/or closing the branch, balancing the vault, assisting with completion of internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and carrying out other administrative functions, as needed
~Resolves customer escalations regarding Bank sales and services
Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Knowledge, Skills, and Abilities: Other Skills - Professionalism and composure, strong sales awareness, ability to contribute to a motivated environment, ability to monitor key details and set priorities, goal oriented. Skills and Abilities - ~Adherence to the CoreFirst Bank & Trust Values of Respect, Communication, Integrity, Initiative, and Accountability
~High level of skills in the CoreFirst Bank & Trust Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management
~Working knowledge and proficient use of Microsoft computer applications to include Word, Excel, and Outlook
~Ability to quickly adapt to changes in procedure and/or technology; Proficiency with processes and procedures related to consumer deposit and loan products
Education - High School diploma or equivalent required, some college preferred Experience - Two years of banking experience required Competencies - Adherence to CoreFirst Values; Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort required including ability to lift up to fifty (50) pounds.
Travel and Environment: Travel is primarily local during the business day, although some local evening and weekend travel may be expected. Branch Network Personal Bankers may travel to outer market locations occasionally, but overnight stays are not expected.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.
