Job Description
Job Summary This position is responsible for opening new deposit accounts and maintaining existing deposit accounts services, paying and receiving activities, customer inquiries, and assisting with customer greeting and phone coverage. This individual is also accountable for meeting the customer's needs by describing the benefits and features of the Bank's products and services to ensure maximum cross-selling and account retention relied upon to provide premium quality service to all customers for the products and services utilized. In addition, you will work with IRA/SEP/HSA accounts to include, yet not limited to, opening/closing, maintenance, compliance, and option types. This position will work in and with the safe deposit area and is responsible for debit/ATM card ordering. Personal Bankers must have a solid understanding of the Bank's core system which includes, but is not limited to, UFS Navigator and Integrated Teller System. Supervisory Responsibilities: None Duties/Responsibilities Sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business. Offer logical enhancements during the selling process and develop customer relationships. Send personal thank you to each account opened and complete the 2-2-2 follow-up Be sales orientated while providing premium quality service. Prepares necessary disclosures in accordance with the regulatory requirements, including content and timing Helps promote a culture of regulatory compliance and safe and sound financial practices Knows and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA) Complete proper documentation for all deposit account relationships from opening to