What are the responsibilities and job description for the PT Community Associate - Cleona position at Jonestown Bank & Trust Co?
Description
JOB SUMMARY
Perform transactional duties and responsibilities while exemplifying JBT’s SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures applicable to transactions processing.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
- Provide SMILE Standards service to clients at all times and actively seek out and meet their banking needs.
- Consistently deliver high quality JBT service in person, through the drive-up, over the telephone and during community events using JBT’s Non-Negotiables.
- Working knowledge of branch products and services. Expands relationships though recommendations designed to assist client. Refers clients to appropriate partners for additional needs.
- Ability to answer basic questions about JBT’s digital banking services.
- Keep a clean, organized work area and a professional appearance as outlined in the Bank’s Dress Code Policy.
- Accurately, efficiently, and promptly perform client transactions (including those received by mail or night deposit): cashing checks, deposits, withdrawals, selling of monetary instruments, loan payments, etc.
- Balance cash drawer/debits and credits accurately and in a timely manner using the Teller system. Maintain an orderly cash drawer within the Bank’s approved cash limits.
- Complete BAI courses as assigned.
- Respect the confidentiality of information obtained through or as a consequence of employment.
- Actively utilize CRM System to enhance client experience.
- Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks.
- Perform related duties as assigned including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, etc.
- Ability to complete forms via Edit Merge Doc or located on JBT Connect.
- Ensure punctual and regular attendance.
Requirements
SKILLS
- Ability to operate Bank’s systems.
- Excellent communication and interpersonal skill.
- Proficient mathematics skills.
- Ability to operate the following office equipment: computer, telephone, copy machine, fax machine, scanner, TCR.
- Ability to lift approximately 50 pounds.
