At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true.
All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position.
General Position Scope:
Responsible for the accurate and efficient processing of all Relationship Banker transactions for bank customers. The responsibility of this job is to ensure that banking services rendered to customers are handled in a prompt and courteous manner. This position carries a $1,000 check cashing authority, while in training, and then will carry a $2,500 check cashing authority once training is complete and primary duties have been mastered.
Duties and Responsibilities:
- Greet all customers and assist them by completing the required banking transactions(s) in a prompt, accurate, and courteous manner.
- Sell and cross-sell bank products to new and established customers by assessing the customer’s needs and being knowledgeable of the features and benefits of the products.
- Perform the following duties which include but are not limited to: cashing checks, cash advances, processing deposit transactions, balancing cash drawer, issuing Relationship Banker/official checks, processing collection items, processing loan payments, etc., according to BankPlus procedures.
- Verify large items (up to $2,500) to protect against forgery and correct deposits that may be encoded incorrectly.
- Process all deposits made by mail and night depository transactions; Diebolt Imageway and ITM deposits.
- Assist customers both on the telephone and in the Bank with balance information, account inquires and telephone transfers.
- Ensure that ITM/ATMs are balanced and maintained in an accurate manner as directed by the incumbent’s supervisor.
- Assist in the training of new Relationship Bankers as directed by the incumbent’s supervisor.
- Ensure that general ledger accounts are balanced in an accurate manner as directed by the incumbent’s supervisor.
- Other duties as assigned.
- Participation in the bank’s High-Performance Connections program.
- Make referrals to the Mortgage Center and Wealth Management
- Maintain a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc.
- Complete required compliance training and adhere to the Bank’s standard of conduct.
- High School Diploma or Equivalent
- One year of cash handling/customer service experience in a similar or professional work environment
- Possess problem solving skills and have the ability to follow procedures.
- Must be detail oriented and organized.
- General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
- Excellent verbal and written communication skills
- Extensive reading as needed.
- Work outside of regular business hours, as deemed necessary.
- Travel required to various locations as needed.
- Ability to make difficult decisions and handle multiple tasks with daily deadlines.
We maintain a drug-free workplace and perform pre-employment substance abuse testing.