Personal Banker II Float Specialist

3 weeks ago


Macon, Missouri, United States Southern Bank Full time
Job Summary

This is a float-based position at Southern Bank, where the primary goal is to expand and retain customer relationships by proactively meeting with customers to discover their financial needs and provide product and service recommendations.

Key Responsibilities
  • Build new customer relationships through frequent interactions and proactive contact.
  • Participate in a welcoming lobby experience, working with or directing customers to an appropriate team member based on their identified needs.
  • Promote teamwork in the float branches and in the branches when floating to ensure a positive overall customer experience.
  • Assist, train, and mentor all branch retail staff by being their primary point of contact for the region.
  • Define and offer solutions to resolve problems, and resolve more complex customer issues.
  • Identify financial needs of customers and present all appropriate product and service options.
  • Proactively educate customers on utilizing available access channels.
  • Act as a business product and services expert in the branch, including cash management services, remote deposit services, ICS/CDARS, and merchant services.
  • Maintain thorough knowledge of procedures required for ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment.
  • Maintain thorough knowledge of bank regulatory requirements, including the Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy, and Information Security.
  • Maintain proficiency in bank products and services, such as internet banking, bill pay, mobile banking, mobile deposits, card valet, and other customer products.
  • Take ownership of the customer experience, including opening accounts with other products conveyed to the customer and resolving service issues as appropriate through follow-up.
  • Prepare and compile more complex new customer data to open new accounts, including commercial/business checking, individual, retirement accounts, trusts, estates, IOLTA's, representative payees, etc.
Requirements
  • Three years of experience.
  • High school diploma or equivalent.
Core Competencies
  • Building Trust - Interacting with others in a way that gives them confidence in one's intentions and those of the organization.
  • Customer Focus - Ensuring that the customer perspective is a driving force behind business decisions and activities.
  • 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.

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