At a Glance
- Tasks: Provide top-notch customer service and assist with financial transactions and account openings.
- Company: Join a leading retail bank focused on customer satisfaction and teamwork.
- Benefits: Competitive pay, flexible hours, and opportunities for professional growth.
- Other info: Dynamic work environment with chances to learn and advance your career.
- Why this job: Make a difference in customers' lives while developing valuable skills in finance.
- Qualifications: High school diploma and customer service experience preferred.
The predicted salary is between 28800 - 43200 £ per year.
Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures.
Essential Functions
- Perform a variety of customer transactions and inquiries in accordance with the Bank’s customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments).
- Proactively conduct sales activities to offer solutions to customer’s financial needs while also meeting sales goals.
- Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs.
- Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved.
- Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions.
- Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening.
- Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment.
- Maintain knowledge and a strong understanding of the Bank’s products/services, pricing, and the Bank’s customer relationship management software.
- Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center’s Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures.
- Regular, reliable and predictable attendance.
Marginal Functions
- Set, achieve and exceed standards by adhering to established Service Quality Standards.
- Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the market center’s ATM.
- Embrace cross training on other responsibilities in an effort to develop and grow professionally.
- Demonstrate ongoing improvement in all areas of performance.
- Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
- All other duties as assigned.
Minimum Educational & Experience Requirements
- High School diploma or equivalent.
- Customer service experience in a retail environment.
- Previous retail bank experience (highly preferred).
Minimum Skill Requirements
- Able to successfully complete required training programs.
- Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs.
- High level of detail orientation.
- Proven team player.
- Able to present product features and benefits effectively and provide sound guidance.
- Strong organizational skills.
- Effective and professional verbal and written communication skills.
Physical Demands
- Frequent bending and squatting to access cash supply.
- Continuous sitting or standing in forward facing position.
- Frequent movement to different areas of bank including teller windows in lobby and Drive Thru.
- Frequent moving about office to access needed office equipment.
- Frequent lifting of up to 20 pounds.
- Continuous counting/money handling.
- Continuous interaction with customers.
- Continuous repetitive use of hands and arms.
- Continuous communication: in-person, phone, written and electronic.
Retail Bank setting with some travel to other market centers.
Qualifications
Education Preferred
- High School or better.
Experience Preferred
- High School diploma or equivalent.
- Customer service experience in a retail environment.
- Previous retail bank experience (highly preferred).
Market Banker I employer: Primis Bank Opportunities
At Primis, we pride ourselves on fostering a dynamic work environment that prioritises exceptional customer service and employee development. As a Market Banker I, you will benefit from comprehensive training programs, a supportive team culture, and opportunities for professional growth within our retail bank setting, all while making a meaningful impact in the financial lives of our customers.
StudySmarter Expert Advice🤫
We think this is how you could land Market Banker I
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on the bank's values and services. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how you can highlight your customer service skills and experience in retail banking.
✨Tip Number 3
Dress to impress! Make sure you look professional and polished for your interview. First impressions matter, especially in a customer-facing role like Market Banker I.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the position. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Market Banker I
Some tips for your application 🫡
Show Off Your Customer Service Skills:When you're writing your application, make sure to highlight any customer service experience you have. We want to see how you've gone above and beyond to help customers in the past, as this role is all about providing exceptional service!
Be Specific About Your Experience:Don't just list your previous jobs; tell us about what you did in those roles! If you've handled transactions or opened accounts before, give us the details. The more specific you are, the better we can understand how you'd fit into our team.
Tailor Your Application:Make sure your application speaks directly to the job description. Use similar language and keywords that we’ve used, especially around customer focus and teamwork. This shows us that you really get what we're looking for!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and makes sure your application gets the attention it deserves. Plus, it's super easy!
How to prepare for a job interview at Primis Bank Opportunities
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of the bank's products and services. Brush up on financial terms and be ready to discuss how you can meet customer needs effectively.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences that highlight your customer service skills. Think about times when you went above and beyond for a customer or resolved a difficult situation.
✨Practice Active Listening
During the interview, demonstrate your ability to listen actively. This means not just hearing the questions but also responding thoughtfully. It shows that you value communication and understand customer needs.
✨Be Ready for Role-Playing
Expect some role-playing scenarios where you might need to handle a customer inquiry or transaction. Practise these situations beforehand so you can showcase your problem-solving skills and customer focus.
