Division: Retail Banking and Sales
Department: Branch Sales and Service
Reports To: Branch Sales Manager
Supervises: No direct reports
Classification: Non-exempt; Full Time
Location: West Branch
Hours: Shifts vary between Monday – Friday 7:00am – 7:00pm, Saturday 8:00am – 12:00pm. Other hours as needed. Extended hours required at grocery store and North Plaza locations.
Role: Lead Personal Bankers are an integral part of the leadership team within the branch. This role assists with scheduling, directing, training, and peer-coaching branch staff. The Lead Personal Banker plays an important part in carrying out branch goals and objectives, and communicating changes and information to customers.
To Apply: corefirst.agileats.com/careers
Essential Functions & Responsibilities:
20% Illustrates and sells the benefits of CoreFirst Bank & Trust products and services to prospective and current customers to generate new business and strengthen existing household relationships. Refers customers to appropriate Bank personnel.
20% Assists existing Bank customers with their financial needs, from start to finish whenever possible, by listening and asking appropriate questions. Responsibilities include, but are not limited to, answering customers’ questions, performing account maintenance, investigating and correcting errors according to customer and bank records, and informing customers of bank processes and procedures.
20% Performs additional work to achieve goals in the specific area of focus.
10% Supports the operational functionality of the branch by opening and/or closing the branch, balancing the vault, assisting with completion of internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and carrying out other administrative functions, as needed.
10% Responds to and appropriately resolves external customer escalations regarding Bank sales and services.
10% Compiles sales and service reporting to report achievements toward goals.
10% Compiles information, and enters this data into software programs or spreadsheets, accurately and according to processes and procedures.
Knowledge, Skills, and Abilities:
Experience: Two years of banking experience required.
Education: High school diploma, or equivalent, required. Some college preferred.
Interpersonal Skills: Courtesy, customer service, and tact are essential elements of the job. Work involves much personal contact with others inside and outside the Bank for purposes of giving or obtaining information, influencing others with ideas, building relationships, or soliciting cooperation. Ability to relate to and empathize with different personalities, while being resolution and solutions oriented.
Skills and Abilities:
1. Adherence to the CoreFirst Bank & Trust Values of Respect, Communication, Integrity, Initiative, and Accountability.
- High level of skills in the CoreFirst Bank & Trust Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management.
- Working knowledge and proficient use of Microsoft computer applications to include Word, Excel, and Outlook.
- Ability to quickly adapt to changes in procedure and/or technology. Proficiency with processes and procedures related to consumer deposit and loan products.
- Additional skills include: Professionalism and composure, strong sales awareness, ability to contribute to a motivated environment, ability to monitor key details and set priorities, goal oriented.
Physical Requirements : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort required.
Travel: Travel is primarily local during the business day, although some local evening and weekend travel may be expected. Branch Network Personal Bankers may travel to outer market locations occasionally, but overnight stays are not expected.
Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.
Applicants must have a clean driving record and pass a drug screening and background check.
Internal applicants must be meeting the minimum requirements of their current job, and should submit a cover letter and resume via the employee portal.
CoreFirst Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
It is the policy of CoreFirst Bank & Trust to comply with all federal and state laws concerning the employment of persons with disabilities and to act in accordance with regulations and guidance issued by the Equal Employment Opportunity Commission (EEOC). Furthermore, it is the company policy not to discriminate against qualified individuals with disabilities in regard to application procedures, hiring, advancement, discharge, compensation, training or other terms, conditions and privileges of employment.
**Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.