Address
Form of workJob Description for UNIVERSAL PERSONAL BANKER 1
THIS POSITION REPORTS TO:Retail Branch Manager
MINIMUM REQUIREMENTS FOR POSITION:
- High school graduate or equivalent
- Minimum one year retail banking of sales and customer service experience
- High school graduate or equivalent
- Minimum of one year retail banking sales and customer service experience
- One year work experience at First National Bank and Trust preferred
- Excellent customer service skills
- Strong interpersonal, oral and written communication skills and aptitude
- Basic math aptitude and proficiency
- Knowledge of bank accounting principles
- Ability to learn and utilize new technologies
- Knowledge of general banking products and services
PRIMARY ACTIVITIES AND RESPONSIBILITIES:
- Successfully complete on-going Personal Banker 1 training
- Successfully complete on-going Teller 1 training
- Perform teller transactions, open deposit accounts, input consumer loan applications and navigate the loan process
- Understand and support Going for Gr-8 and other bank-wide initiatives
- Support sales and service strategies that build relationships and promote needs based selling
- Adhere to bank policies, procedures and banking regulations
- Demonstrate understanding of and comply with established security procedures
- Maintain confidentiality of customer information and activities
- Promote and achieve accuracy and quality in branch work
- Recognize and act on opportunities to achieve assigned sales and service goals
- Become proficient with job-related systems and equipment
- Participate in the general upkeep and appearance of the Branch
- Participate in available training opportunities
- Understands and complies with Bank mission, organizational structure, employee handbook, bank security, policies and procedures, standards of conduct and incentive program.
- Support Community Reinvestment Act (CRA) through business development efforts and by participating in bank hosted and community events
- Performs other duties as needed or assigned.
STRATEGIC ALIGNMENT:
Our Vision
- We will satisfy our customers’ financial needs and help them succeed financially.
- Our product is service, our value added is advice and our competitive advantage is our people.
Mission Statement
- We will be the premier community bank in the markets we serve through our commitment to building long-term relationships.
- Our goal is to increase value for our shareholders, customers, team members and communities by providing sound advice and innovative and competitive financial products.
- Customer-Centric
- Professionalism
- Excellence
- Teamwork
