Retail Banker

Position Responsibilities

• Demonstrate effective relationship-building skills by increasing deposit solutions, proactively identifying customer needs, and generating interest in relevant solutions and services through referrals.
• Perform transactions in accordance with Bank policies and procedures with a high degree of accuracy.
• Provide friendly, yet professional customer service to both external and internal customers.
• Handle all aspects of teller transactions, including checking and savings transactions, loan payments, account inquiries and research, issuing official checks and money orders.
• Check night depository bags and record proper information on the bank\’s forms.
• Perform duties necessary to service Safe Deposit Boxes.
• Possibly perform daily balancing of the coin machine.
• Efficiently perform end-of-day teller balancing and resolve discrepancies.
• Ensure the office and workstations are prepared for the workday.
• Represent the Bank professionally and uphold its values in all interactions.

Employee Responsibilities

• Recognize and demonstrate the Bank\’s Core Values, fostering an inclusive, respectful, and ethical work environment.
• Support mutual goals, contribute to team efforts, and manage resources responsibly.
• Strive for continuous self-improvement and high-quality work.
• Uphold confidentiality and privacy of customers.
• Communicate with honesty, respect, and candor.
• Trust and empower colleagues, hold each other accountable.
• Maintain knowledge of services and compliance regulations.
• Adhere to Bank Security procedures and work within procedural limits.
• Perform any other tasks or projects assigned by the supervisor.

Position Qualifications

• High School Diploma required; prior customer service experience preferred.
• Excellent organizational and communication skills.
• Proficient in computer applications (Windows, Word, Excel).
• High attention to detail and a positive attitude focused on customer service.

Physical & Environmental Aspects

• Ability to stand or sit for long periods.
• Work primarily performed in an office environment with frequent travel to customer locations.
• May operate office equipment and use a personal vehicle for client visits, possibly in customers\’ residences.

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