Concierge Banker I

This job was posted by : For more

information, please see:

**Summary:** Responsible for establishing and maintaining lasting

customer relationships, customer rapport and trust. Identify the needs

of customers for a variety of general banking services through a

proactive, needs-based sales approach. Acts as the primary bank liaison

to the customer for meeting their financial needs and goals. Responsible

for sales, service and operational functions in a branch. Work schedule

may include weekends and evenings.

All employees are expected to protect the information and assets of the

organization through heightened awareness of information security, cyber

security, and risk management best practices, as well as complying with

all applicable laws, regulations, and organizational policies.

**Responsibilities:** include but are not limited to the following.

Other duties may be assigned.

- Develop and maintain customer relationships by calling on customers,

identifying prospects, establishing suitable methods of contact and

determining appropriate products and/or services.

- Recognize and pursue opportunities to cross-sell banking products

and services to new and existing customers by assessing the

customer\'s needs and being knowledgeable of the features and

benefits of the products.

- Facilitate a sales culture within the branch facility.

- Meets or exceeds established sales goals.

- Represent the bank in a positive, courteous and professional manner.

- Provides excellent personal customer service to all internal and

external customers.

- Assist customers with questions, concerns, and explanations of bank

products or services offered. Refers customers to other departments

as appropriate.

```{=html}

```

- Provide direct customer service by answering a variety of questions

in regard to accounts (e.g., opening and processing new deposit

accounts, account balances, transfers, etc.). Ensure proper

functioning of day to day operations, including opening and closing

procedures, vault activities, cash levels and inventory supply as

needed.

```{=html}

```

- Perform routine teller transactional services following procedures

such as receive checks and cash for deposit to savings and checking

accounts, verify deposit amounts, examine checks for endorsement and

negotiability, and enter transactions into bank records via an

on-line teller terminal, cash checks and pay money from savings and

checking accounts upon verification of signatures and customer

account balances, inspect all checks, bonds, money orders, savings

withdrawals, and other documents to determine their negotiability,

receive payments for loans, perform ATM, Cash Dispenser/Recycler

balancing as needed. Initiate or respond to customer written

communication as needed.

- Take ownership of customer service issues through critical thinking

and problem resolution skills.

- Maintain a working knowledge of various departments and colleagues

to direct customer requests and inquiries.

- Follow policies and procedures, complete administrative tasks

correctly and on time, contribute to the overall profitability of

the Bank through cost controls and expense monitoring.

```{=html}

```

- Maintain adequate working funds as required by bank policy. Verify

and balance assigned cash drawer as appropriate with a minimal level

of variance. Keep cash drawer balance below maximum limit.

- Maintain customer confidence and protects bank operations by keeping

information confidential. Maintain the highest level of

confidentiality with all information obtained.

- Assume responsibility and is accountable for adherence to Bank

policies and procedures, as well as all appl cable state and federal

laws and regulations pertaining to banking.

**Qualifications and Skills:** To perform this job successfully, an

individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge,

skills and abilities required. Reasonable accommodations may be made to

enable individuals with disabilities to perform essential functions.

**Education/Experience:**

- High School diploma or equivalent.

- Minimum of one year of relevant experience.

- Bachelors degree in related field preferred.

- Strong knowledge of bank products and services.

- Strong sales and relationship building skills.

**Knowledge/Skills/Abilities:**

Ability to promote, sell and cross-sell bank products and meet referral

goals.

Must have professional and personable presentation with ability to

maintain a high level of energy.

Strong organizational skills and attention to detail.

Strong customer service orientation.

Ability to problem solve, prioritize tasks and meet required deadlines.

Ability to think critically and use good, sound judgment in decision

making.

\