Senior Banker

Key Result Areas

• Effective staff supervision
• High level of customer service
• Individual and branch goal achievement
• Branch efficiency

Supervised By

Branch Manager

Supervises

In support of Branch Manager, the Personal Bankers and Tellers

Essential Functions - may include, but are not limited to:

• Employee is required to attend work and must be dependable as it relates to absenteeism and tardiness
• Manage branch office in the absence of the Branch Manager
• Excellent command of customer service skills, modifying approach in dealing with different people and situations, keeping commitments made to customers on a timely basis
• Ensure a high level of customer service by branch staff
• Effectively demonstrate knowledge of all Bank products and services, consumer and business.
• Have a basic understanding of company’s commercial customer segment including basic industry knowledge, current trends, challenges and opportunity to better identify the right solutions.
• Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs
• Promote, cross-sell and upsell bank products and services that meet customers’ needs
• Open accounts, perform account maintenance and provide customer service solutions timely
• Contribute to the achievement of established branch goals, assist in the planning of sales related activities
• Achieve assigned sales production consistently. Minimum average of 80% or higher per goal period, determined by Manager.

Required to register with the Nationwide Mortgage Licensing System and Registry

(NMLS) and maintain a unique identifying number.

• Respond to inquiries on mortgage and loan rates; conduct application interviews; process applications on computer; close and disburse loans
• Resolve complex research situations for both customers and branch staff
• Adjust to various branch traffic flows while maintaining efficiency and accuracy of work performed
• Complete customers transactions, forms, applications, and reports accurately
• Ensure that the Bank’s security policy and program and the Bank’s loss prevention guidelines are carried out within the branch
• Ensure activities within assigned functional area of responsibility are in compliance with Bank policy, and State and Federal Regulations
• Perform other duties as required

Compliance

• Knowledge of Bank policies and procedures, State and Federal laws and regulations
• Responsible for compliance regulations related to this position and receiving appropriate training including but not limited to:

Annually

• Bank Secrecy Act (BSA)
• Office of Foreign Assets Control (OFAC)
• USA Patriot Act
• All other applicable compliance regulations are identified by subject

matter experts and are listed in the master compliance training

spreadsheet

• The above is a description of the ordinary duties of the position. It should be expected that from time to time other duties, both related and unrelated to the above, may be assigned and, therefore, required.

Education and Experience

• High school diploma required, plus additional college, management, or bank related courses. Courses required: Supervisory skills.,
• Three to five years teller experience, or some comparable combination of education and experience. Some supervisory experience preferred.

Equipment and Software

Ability to operate teller terminal, alarm system, fax machine, coin machine, check printer, ATM, cash advance terminal, currently used Bank hardware and software.

Physical Qualifications

• Work within one building primarily with only occasional reason to travel or be outside on business
• Ability to sit or stand in an erect position and ability to extend ones arm(s) in any direction
• Ability to express or exchange ideas by means of the spoken word, both speak and hear
• Ability to lift up to 20 pounds occasionally and/or a negligible amount of lifting frequently or constantly to move objects

Other Qualifications

• Knowledge of Bank compliance program, Bank Secrecy Act, Regulations D, DD, E, CC, O, Right to Financial Policy, Community Reinvestment Act, Equal Credit Opportunity Act, Bank products and services, Bank personnel policies, Standards of Business Conduct Policy
• Ability to compute rate, ratio, discount, interest, profit and loss, commission, percentages, and apply basic arithmetic and mathematics to help resolve problem solving situations
• Ability to deal with people beyond giving and receiving instructions such as in a team, supervisory, marketing, or counseling setting
• Ability to exchange information with others clearly and concisely (both oral and written); to present ideas, facts, and technical information
• Ability to influence people in their opinions, attitudes, or judgments about ideas or things; to motivate, convince, or negotiate
• Ability to perform a variety of duties, often changing from one task to another of a different nature without loss of efficiency or composure
• Ability to receive guidance and supervision; follow work rules, work procedures; meet deadlines, punctuality and attendance standards, etc.
• Ability to maintain relationships that facilitate task accomplishment; to cooperate and resolve conflicts; to recognize needs and be sensitive to others

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Consider this description the foundation of your job, not its boundaries. Expect to participate in training sessions and activities not described here which enhance the quality of service to the customer.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)