Associate Banker II

TITLE:

Associate Banker II STATUS:
Non-Exempt MANAGER:
Market Manager DEPARTMENT:
Retail 79th Street Branch General Function

Serve as a proactive member of the Retail Branch team by being both an initial sales and service contact for new and existing clients while also servicing and profiling clients at the teller window to create a positive client experience. The Associate Banker II will have a high level of banker skills and a working level of the teller system, able to service existing accounts and open new account relationships.

The Associate Banker II will establish new and existing customer account relationships through sales and referrals of retail, commercial, investments, and other lines of business products and services.

• Perform duties to include cross-selling additional bank products, along with knowledge of opening and closing accounts, servicing customers, processing stop payments, wire transfers, telephone transfers, placing check orders, processing special instructions on accounts and performing general file maintenance.
• May perform daily branch responsibilities and tasks such as account transactions, account maintenance, customer correspondence, balancing consistently, balance and monitor cash items, order and prepare cash shipments, and collection items.
• Maintain a balancing record that is in line with policy; have the ability to find and correct outages and to enlist help as needed for more difficult errors.
• Consistently meet or exceed sales goals as set by Branch Management by effectively and efficiently cross‑selling bank products and services to both current and potential customers.
• Deliver superior customer service with both internal and external customers and elevate issues to management when necessary.
• Follow policies, procedures, regulations, confidentiality requirements, and operational controls.
• Address customer problems with professionalism and sound judgment. Escalate more complex problems or concerns as needed.
• Maintain open and honest communication with Branch team members.
• Promote and display effective planning and organizational skills, dependability, flexibility, and enthusiastic participation of change and innovation including opening and closing the Branch as needed.
• Maintain a well‑developed working knowledge of the complete line of products and services offered; take responsibility to keep up to date and request assistance for further development needs.
• Continuously increase knowledge and skills through self‑motivation, formal education, seminars and in‑house training.
• Provide support to new and less experienced Associate Bankers, answering questions and finding solutions to customer issues that require more experience.
• Actively participate in all bank promotional events and product/service initiatives in order to support bank sales and service goals.
• Represent the bank in the community in a professional manner.
• Follow all Branch standards including maintaining a well organized and prepared work environment.
• Perform other duties as assigned.

• Extensive cash handling; this requires the ability to perform basic math functions.
• Basic computer skills.
• Extensive contact with the public, necessitating the ability to present and maintain a professional image at all times.
• Ability to properly read and write well enough to communicate in both oral and written form.
• In‑depth knowledge of banking policies, procedures and regulations in order to perform duties with minimal supervision, which is usually acquired with minimum of one year as a Personal Banker and/or Teller.
• Ability to take the initiative and utilize sound judgement in decision‑making and problem solving.
• Ability to work in a team environment with the ability to interact well, and in a positive manner, with co‑workers and management.
• Ability to demonstrate a sales initiative.
• Flexibility in scheduling.