Personal Banker

2 months ago

Forsyth, United States Southern Bank Full time
Job Details

Job Location
Forsyth Branch - Forsyth, MO

Position Type
Full Time

Description

PRIMARY PURPOSE OF JOB

Assists with various retail operations duties in order to offer excellent customer service to our branches and customers.

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS
  • Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
  • Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.
ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS
  • Reviews branch cash over and short daily;
  • Tracks offages and reports front line operational staff disciplinary actions to Human Resources Officer when needed (due to drawer offages);
  • Processes tax levies;
  • Processes and researches subpoenas;
  • Monitors deceased customer accounts;
  • Processes check forgery claims;
  • Reviews branch ATM deposits for holds;
  • Tracks and monitors teller non-cash errors;
  • Reviews hold mail requests for proper documentation;
  • Randomly selects branch teller and vault audits;
  • Reviews address change verification journals;
  • Prepares monthly Reg D Notices;
  • Monitors ATM dual control;
  • Reports on monthly IOLTA remittance;
  • Responsible for file maintenance core report review and comparison;
  • Responsible for B-Notice File Processing from IRS;
  • Reviews branch cash limits to determine if limits are sufficient;
  • Assists branches with new account, safe deposit box, POA, Estate and trust Inquiries;
  • Assists branches with Integrated Teller and balancing inquiries;
  • Creates newsletters monthly for branches
  • Writes and updates procedures when needed; and,
  • Other duties as assigned by the Retail Operations Officer.
Qualifications

KNOWLEDGE, SKILLS AND ABILITIES
  • Good organizational skills;
  • Excellent customer service skills;
  • Good interpersonal communication and computer skills; and,
  • Highly attentive to detail and able to multi-task in a fast-paced environment.
EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS
  • High school diploma or equivalent

CORE COMPETENCIES

Building Trust Interacting with others in a way that gives them confidence in ones intentions and those of the organization.

Customer Focus Ensuring that the customer perspective is a driving force behind business decisions and activities; crafting and implementing service practices that meet customers and own organizations needs.

Contributing to Team Success - Actively participating as a member of a team to move the team toward the completion of goals.

Applied Learning Assimilating and applying new job-related information in a timely manner.

Engagement Readiness Demonstrating a willingness to commit to ones work and to invest ones time, talent, and best efforts in accomplishing organizational goals.

Managing Work (includes Time Management) Effectively managing ones time and resources to ensure that work is completed efficiently.

Quality Orientation Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.