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Personal Banker
2 months ago
About The Role Our growing financial institution is seeking a Personal Banker to be an integral part of our Okanogan Branch. The successful candidate will be responsible for providing exceptional customer service while assisting customers with a variety of banking needs. As a member of the Wheatland Bank team, you will work with colleagues who value financial responsibility, collaboration, transparency, and leadership. Working for Wheatland Bank is a challenging and rewarding career for the best and brightest bankers. DUTIES AND RESPONSIBILITIES: 1. Open various new accounts, process necessary information and educate the customers as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.) 2. Assist with wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist customers with checkbooks, process credit card/loan applications for customer, manages outgoing wires, solve fraud issues, notary, close accounts, etc. 3. Explain and expedite the opening, closing, transfer, and rollover of IRA certificates . 4. Assist customers with opening Certificate of Deposits (CD) and educate customers as to penalties, earnings, etc. 5. Provide backup to tellers upon request. 6. Set up auto transfers and sign up customers for ACH transfers and wires. 7. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assentrol. 8. Use every customer contact as an opportunity to advise customer about additional services or programs that might benefit them. About You QUALIFICATIONS: Experience - Minimum of six months of similar or related experience High school diploma or GED required. WORK ENVIRONMENT: Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise. PHYSICAL DEMANDS: 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation. Specific lifting abilities required by this job include: Light work. The employee is constantly required to stand and walk. Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work. Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. What We Offer COMPENSATION & BENE