We have a position available immediately for a part-time 个人 Banker at our Panora location. We’re seeking a friendly and confident team player to join our independent, employee-owned bank. We are fully invested in our community and our team members are encouraged to volunteer and support causes that are important to them. Please review the full job description below. If you meet the requirements, please email your resume and cover letter to Mark Cates at m.cates@70nd.com.
职位名称:私人银行- PT
汇报对象:执行副总裁 & Cashier and/or Vice President/Branch Manager
职位目的:
To receive and pay money and process financial transactions within a location in accordance with the organization’s Mission Statement and Core Values. Additional responsibilities include opening and servicing deposit accounts. Some activities may vary location to location.
Essential Functions, Typical Tasks and Performance Expectations:
I. 功能:操作柜员窗口.
A. 典型的任务:
1. Handle deposits, withdrawals and cash checks.
2. 接受贷款支付.
3. 出售本票.
4. Assist customers with entering safe deposit boxes.
5. 接受保险箱租金支付.
6. Process bank-by-mail deposits and night deposit transactions.
7. 根据需要卷硬币和捆钞票.
8. 从/向金库购买/出售货币和硬币.
9. Look up account information and help customers with problems or questions.
10. Run copies of account statements for customers.
11. 每班结束时结余现金. 研究并解决分歧.
12. Run cash in and out tickets to vault cash system.
13. Maintain product, service and procedural knowledge.
14. Keep apprised of regulatory compliance requirements.
15. 接听或备用电话. 指导或协助来电者.
16. 必要时协助同事.
17. Balance ATM; research and resolve differences.
18. Make checks and coupons for checking and loan customers
19. 制作内部门票供内部使用.
20. Tracking of supplies for check and coupon making process.
21. Process incoming returns as needed, completing charge-back entries and making customer calls
22. Assist customers with Internet banking questions and concerns.
23. Scan deposit, CIP and loan documents to retain as imaged files.
24. 帐目核对
25. Processing and balancing of COD interest checks.
26. 处理和归档已关闭的账户.
B. Performance Meets Satisfactory Expectations When:
1. Performance Plan goals are met within acceptable tolerances.
2. 客户反馈是积极的. 满足已定义的服务标准(i.e., use of names, answering telephone promptly, greeting customers promptly).
3. Feedback from co-workers is satisfactory regarding teamwork.
4. Balancing record falls within acceptable tolerances.
5. Policies and procedures are consistently followed as evidenced by satisfactory supervisory and audit review.
6. No significant losses occur due to failure to follow procedures.
7. 坚持既定的现金抽屉水平.
8. Vault custodian finds minimal errors in the buy/sell process.
9. Required training is completed and competency standards are met.
II. 功能:开立和服务存款账户.
A. 典型的任务:
1. Open customer checking, savings and CD accounts.
2. Enter new account data into customer information system.
3. 获取签名卡.
4. Review new account checklist and files for exceptions.
5. Respond to customer inquires regarding deposit accounts.
7. Assist customers in researching and resolving account discrepancies.
8. 审查CIP文件的维护.
9. 更新和维护CIP文件.
10. 订购自动取款机和借记卡.
11. 维护ATM和借记卡文件.
12. 执行ATM和借记卡文件的维护.
13. 解决ATM问题，包括即期汇票.
B. Performance Meets Satisfactory Expectations When:
1. 客户反馈是积极的. 满足已定义的服务标准.
2. Data entry is consistently accurate as evidenced by exception reports and/or
客户反馈.
3. Operational procedures are followed accurately and timely as evidenced by supervisory and audit reviews.
经验/教育/技能:
高中毕业证书. Minimum of 1 to 2 years customer service experience. 有会计基础知识者优先. Knowledge of and ability to use personal computers and software utilized by bank.
所需的能力:
A. CUSTOMER/PUBLIC INTERACTIONS – Must be able to provide courteous, personal attention to promote individual customer satisfaction and the public perception and reputation of the organization. Treats the customer at all times with respect even in the most negative of situations.
B. COMMUNICATION METHODS – Must be able to get important points across in the process of accurately completing a transaction to the satisfaction of the customer.
C. CO-WORKER RELATIONSHIPS – Must be able to cooperatively interact with co-workers so as to promote an effective, 高效的团队.
D. PROFESSIONAL/ETHICAL CONDUCT – Must be able to conduct oneself in a manner that promotes trust in the individual and the organization. Responsibility for highly confidential and sensitive information require ethics and professionalism beyond reproach.
E. 时间管理, USE OF WORK TIME – Deadlines are met and customer services are expediently delivered.
F. TECHNOLOGY COMPENTENCY – Must be able to proficiently use the core operating system and the Microsoft Office Suite including Excel, 世界展望.
体能需求及工作环境:
正常办公环境. 周六旋转. Extended periods of PC viewing and keyboarding. Standing may be required for significant periods of time. 必须能举起至少25磅的东西.
This position description is meant to describe the typical kinds of duties or difficulty level that may be required of positions with this title. The use of a particular expression shall not limit or exclude other duties or difficulty levels not mentioned. This position description is not meant to limit or modify the organization’s right to assign, direct or control the work assigned to this position. It is possible that each listed duty may not be assigned to each incumbent.