What are the responsibilities and job description for the Lead Personal Banker / Relationship Manager position at Resource Bank?
RESOURCE BANK
LeadPersonal Banker / Relationship Manager
PositionSummary :
This positionreports to the Branch Manager or Assistant Branch Manager and is responsiblefor opening bank accounts and explaining banking services available toprospective and existing customers. Thisposition is also responsible for overseeing all Personal Bankers within thebranch to ensure the smooth and orderly operation of the teller line andrelated functions. Responsible for maintainingand balancing a cash drawer. In chargeof maintaining and balancing branch vault, which includes cash, coin,negotiable instruments, etc.
Essential Functions :
- Educates customers on procedures pertaining to services such as orderingan ATM or debit card, direct deposit, etc.
- Obtains and examines documentation needed for opening accounts,renting safe-deposit boxes, etc.
- Answers customers' questions, and explains available services suchas deposit accounts.
- Refers customers to appropriate bank personnel to meet theirfinancial needs.
- Opens, maintains and closes accounts.
- Investigates and refers errors to appropriate bank personnel.
- Oversees Personal Bankers and provides input to and mayparticipate in Personal Banker appraisal process
- Schedules Personal Bankers in order to maintain proper staffing.
- Coordinates monthly staff meetings for ongoing training.
- Ensures that each staff member submits work to proof in a neat andorderly manner. Ensures each Personal Banker balances every day. Provides assistance to locate anydifferences. Ensures that alldifferences are properly initialed and reported to the Branch Managerimmediately.
- Monitors and controls all detail responsibilities generallyperformed by Personal Bankers delegating those duties in a manner which willmaximize efficiency of the branch.
- Ensures the appearance of the work stations and personnel areneat, organized and in accordance with Bank policy.
- Conducts regular unannounced audits of all Personal Banker cash, coin,and official checks, maintaining a written, signed record of each audit,reporting any exceptions to the Branch Manager.
- Ensures all proof work has been processed and balanced daily.
- Oversees proper dual controlled daily opening of the nightdepository and the processing of the contents therein under dual control.
- Responsible for the ordering of and shipment of cash.
- Resolves customer complaints.
- Follows and complies with all bank regulations and securityprocedures.
- Completes all training requirements, including Compliance, in atimely manner.
- Builds relationships with customers.
- Ensures and provides quality service to both internal and externalcustomers.
- Encourages team work.
- Processes transactions within established policies and procedures.
- Ability to lift coin bags of varying weight.
- All other duties assigned.
Skills :
Attributes :
Experienceand Education :
High SchoolDiploma (or GED or High School Equivalence Certificate) required. Over 1 yearof banking (branch) experience required . 2 years of teller experience preferred .
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