Personal Banker III

Reston, VA
Jul 25, 2021
Jul 29, 2021
Accountant, IT
Full Time
Position Summary: Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures. Primary Duties * Perform a variety of customer transactions and inquiries in accordance with the Bank's customer service standards and policies/procedures (ie handling deposits, check cashing, account holds, customer inquiries, and stop payments). * Proactively conduct sales activities to offer solutions to customer's financial needs while also meeting sales goals. * Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs. * Set, achieve and exceed standards by adhering to established Service Quality Standards. * Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved. * Serve as the Branch Manager in his/her absence. * Proactively make decisions that are best for the customer and within bank guidelines. * Training: assist with training new staff; work closely with Trainers communicating development needs and coordinating training dates. * Make recommendations for service, operational and training process improvements that are within policy and staying abreast of new and/or updated training. * Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions. * Perform branch functions and support other branch employees or job duties including but not limited to, servicing overdrawn/past due accounts, night depository responsibilities, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the branch; place cash order and prepare shipment. * Maintain knowledge and a strong understanding of the Bank's products/services, pricing, and the Bank's customer relationship management software. * Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the branch's ATM. * Assist other branch employees as needed to ensure satisfactory audit ratings are achieved at the branch level; including, but not limited to, responsibility for completing portions of the branch's Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures. * Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance. * Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. * Perform other duties as assigned. Minimum Educational & Experience Requirements * High School diploma or equivalent * History of consistently meeting sales goals * History of consistently obtaining satisfactory Audit and MIC scores * History of consistently submitting qualified referrals * Proven leadership and decision making skills Minimum Skill Requirements * Full proficiency on Platform system * Proficient on all loan types offered by the bank * Able to complete all duties within a branch * Able to serve as the Branch Manager in his/her absence * Able to successfully complete required training programs * Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs * High level of detail orientation * Proven team player * Able to present product features and benefits effectively and provide sound guidance. * Strong organizational skills * Effective and professional verbal and written communication skills Physical Demands In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position. * Frequent bending and squatting to access cash supply * Continuous sitting or standing in forward facing position * Frequent movement to different areas of bank including teller windows in lobby and Drive Thru. * Frequent moving about office to access needed office equipment * Frequent lifting of up to 20 pounds * Continuous counting/money handling * Continuous interaction with customers * Continuous repetitive use of hands and arms * Continuous communication: in-person, phone, written and electronic Work Environment * Retail Bank setting with some travel to other Branches * Moderate noise level#06022021

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