This job listing has expired and the position may no longer be open for hire.

Universal PBI at The First National Bank and Trust Compan in Monroe, Wisconsin

Posted in Admin - Clerical 30+ days ago.

Type: Full-Time





Job Description:

Job Description for UNIVERSAL PERSONAL BANKER 1
 
THIS POSITION REPORTS TO:

Retail Branch Manager

 
MINIMUM REQUIREMENTS FOR POSITION:


  • High school graduate or equivalent

  • Minimum one year retail banking of sales and customer service experience

  • High school graduate or equivalent

  • Minimum of one year retail banking sales and customer service experience

  • One year work experience at First National Bank and Trust preferred

  • Excellent customer service skills

  • Strong interpersonal, oral and written communication skills and aptitude

  • Basic math aptitude and proficiency

  • Knowledge of bank accounting principles

  • Ability to learn and utilize new technologies

  • Knowledge of general banking products and services
 
PRIMARY ACTIVITIES AND RESPONSIBILITIES:


  • Successfully complete on-going Personal Banker 1 training

  • Successfully complete on-going Teller 1 training

  • Perform teller transactions, open deposit accounts, input consumer loan applications and navigate the loan process

  • Understand and support Going for Gr-8 and other bank-wide initiatives

  • Support sales and service strategies that build relationships and promote needs based selling

  • Adhere to bank policies, procedures and banking regulations

  • Demonstrate understanding of and comply with established security procedures

  • Maintain confidentiality of customer information and activities

  • Promote and achieve accuracy and quality in branch work

  • Recognize and act on opportunities to achieve assigned sales and service goals

  • Become proficient with job-related systems and equipment

  • Participate in the general upkeep and appearance of the Branch

  • Participate in available training opportunities

  • Understands and complies with Bank mission, organizational structure, employee handbook, bank security, policies and procedures, standards of conduct and incentive program.

  • Support Community Reinvestment Act (CRA) through business development efforts and by participating in bank hosted and community events

  • Performs other duties as needed or assigned.

See job description





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