Professional Banker

Job Title: Professional Banker

Department: Retail

Last Updated: February 2025

Job Summary

This is the entry level Professional Banker position. The purpose of this job is to provide retail services to consumer and commercial customers.

Qualifications

• Bachelor’s degree in Business, Finance or related field
• One to three years’ banking experience
• Any similar combination of education and experience
• Strong preference placed on cash handling and prior banking experience

Knowledge, Skills, and Abilities

• Requires excellent oral and written communication skills
• Excellent interpersonal skills and ability to establish long-term relationships with customers and clients
• Customer service skills and ability to show compassion and professionalism through this customer facing role
• Willingness to solve problems and cater to the needs of the customer
• Excellent organizational skill and accuracy in day-to-day tasks
• Exceptional attention to detail
• Ability to understand all aspects of retail banking, bank used applications and products
• Ability to connect customer needs and appropriately communicate bank products
• Willingness to grow professionally and gain additional knowledge about the job through trainings.

Essential Job Functions

• Provide all aspects of customer service including, but not limited to the following: cash checks, accept deposits and loan payments and loan applications, open accounts, close accounts and implement check holds
• Help achieve financial goals for the retail team
• Handle customer complaints and resolve issues utilizing knowledge of Bank policies and procedures.
• Prepare and maintain account paperwork, including signature cards, check orders, transfers and service charges.
• Provide personalized customer service to depositors, cross-marketing bank products and services to generate new business for the bank as necessary.
• Meet with and assist potential customers, handling all details in order to establish or maintain relationship.
• Maintain contact with customers to ensure services and products are adequate and useful – recommending additional services, as appropriate
• Complete arrangements and necessary documents for special services such as direct deposits, ACH transactions and exchanges of savings bonds.
• Assist customers in establishing safe deposit boxes
• Balance vault and determine adequate money supply
• Maintain a professional and customer-friendly atmosphere in the lobby area
• Ensure compliance with Bank policies and procedures
• Keep up with market changes and ensure compliance with external and internal bank rules and regulations
• If scheduled for the opening and closing shift, open and closes office and ensure daily work is completed
• Complete understanding of security policies and procedures relevant to the Branch and any unique situations
• Represent CBE during community activities and civic organizations.
• Perform other duties as request.

Equipment Operated

Personal computer, calculator, fax, copier, telephone, computer printer, check encoder, scanner and the following software: Jack Henry-Vertex system, Jack Henry banking system.

Work Environment

Work is performed both standing and at a desk with regular contact with customers and other employees, in person and on the phone. The noise level in the work environment is usually moderate.

Physical Demands

While performing the duties of this job, the employee is required to communicate effectively with others while standing, sitting or walking, and using hands to handle keyboard, telephone, paper, files, and other equipment and objects. The position requires the ability to review detailed documents and read computer screens. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job responsibilities.

Employee Acknowledgment

This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

(OE/AAE/M/F/D/V)

Job Type: Full-time

Pay: From $39,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Education:

• Bachelor's (Preferred)

Experience:

• financial institution: 1 year (Required)

Work Location: In person

Salary : $39,000