What are the responsibilities and job description for the Personal Banker I position at The Cape Cod Five Cents Savings Bank?
Description
As an EOE/AA employer, The Cape Cod Five Cents Savings Bank will not discriminate in its employment practices due to an applicant's race, color, religion, national origin, sex gender identity/expression, age, ancestry, sexual orientation, disability, genetics, veteran status, marital status, pregnancy-related conditions, or political beliefs.
SUMMARY:
Our Personal Bankers play a key role in allowing our valued clients to see LifeDesign in action. By delivering outstanding, caring service, our Personal Bankers demonstrate our commitment to help clients get where they want to be.
ESSENTIAL JOB FUNCTIONS / RESPONSIBILITIES:
Our Personal Bankers provide the highest level of customer service in a positive, courteous, and enthusiastic manner to all employees, clients, and the community.
- Contributes to the branch's success by being a team player and supporting the goals of the branch with proactive activities.
- Achieves individual sales/referral goals.
- Provides a high level of customer service by consistently expanding the client relationship through quality conversations.
- Utilizes the clients relationship profile, each and every time, to uncover additional needs.
- Offers referrals for additional products/services including referrals for investments and/or insurance.
- Opens new consumer and business accounts, including IRAs following our Life Design sales process; and effectively cross sells banks products and services.
- Accepts and underwrites consumer loans within scope of authority.
- Processes all teller transactions efficiently and in accordance with standard operating procedures and Fidelity Bank Policies.
- Promotes mortgage, consumer and commercial loan activities.
- Balances teller drawer daily and adheres to our Teller Accuracy Standards Policy.
- Ensures confidentiality of customer information.
- Ensures the security of the branch and follows all security policies and procedures.
- Maintains a broad knowledge of all Bank products and services.
- Conducts outbound phone calls to our clients to deepen relationships.
- Performs other duties as assigned.
QUALIFICATIONS:
- To perform this job successfully, an individual must be able to perform each essential responsibility satisfactorily.
- High School Diploma and one year customer service or related experience.
- Must have cyber security awareness to protect the digital environment, the Bank, and customers
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
As an EOE/AA employer, The Cape Cod Five Cents Savings Bank will not discriminate in its employment practices due to an applicant's race, color, religion, national origin, sex gender identity/expression, age, ancestry, sexual orientation, disability, genetics, veteran status, marital status, pregnancy-related conditions, or political beliefs.
