Field & Main Bank
Relationship Banker I, PT
Field & Main Bank
Reports to: Assistant Banking Center Manager / Banking Center Manager Supplies: None
FLSA: Non‑Exempt STATUS: Part Time EEO Classification: 5 Administrative Support Workers HOURS: Regular part‑time, less than 30 hours/week. Saturday rotation required.
SUMMARY:
This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer.
Education & Experience
High school diploma or equivalent
Attend and complete Field and Main University courses
Prior customer service experience preferred
Cash handling/teller experience preferred
Understanding of basic mathematical skills
Good interpersonal communication and computer skills
Essential Duties & Responsibilities
Manage large sums of currency with accuracy.
Receives cash and checks for deposits to accounts, verifies amounts, examines checks for proper endorsements, and enters transactions correctly into bank’s computer system.
Examines identification and verifies validity.
Examines checks deposited and determine proper funds availability based on regulation requirements and completes hold notices accurately.
Processes large commercial deposits.
Processes savings withdrawals.
Processes loan payments: verify payment amounts and applies payment to loan accordingly.
Identifies counterfeit currency.
Ability to prioritize and make on‑the‑spot decisions regarding customer transactions, weighing customer satisfaction issues with bank’s exposure to loss or fraud.
Issues cashier’s checks, redeems U.S. savings bonds, processes safe deposit box payments, processes credit card payments and issues gift cards.
Buys and sells currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Knowledgeable of products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to: refer customers to the proper department for issues that cannot be resolved in retail.
Promote and cross‑sell bank products and services.
Identifies and attempts to correct any discrepancies found in customer information files (CIF).
Assists in opening and closing of vault and night depository.
Balances cash drawer daily.
Balances TCR daily.
Participates in product training meetings.
Researches any outages and reports any unresolved discrepancies to the supervisor.
Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm‑Leach‑Bliley Act, Regulation E and teller roles and responsibilities relating to each act.
Opens and closes the bank by following established security procedures.
Lives and represents the Field and Main culture and brand.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other duties as assigned.
Competencies
Computer Skills
– Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursuing continuing education opportunities to advance technical skills.
Initiative
– Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Willingness to take responsibility for decisions.
Follow‑Up
– Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co‑workers, and/or supervisor. Keeps supervisor informed of status of completed tasks.
Communication Skills
– Relates positively to customers, co‑workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co‑workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentiality in all bank and customer related matters.
Interpersonal Relationship Skills
– Works well with co‑workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance.
Time Management
– Ability to consistently display a sense of urgency in completing tasks and servicing customer’s needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work.
Adherence to Policies and Procedures
– Understands the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information.
ADA Requirements Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25‑70 lbs.
EEO Statement 03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled
#J-18808-Ljbffr
Reports to: Assistant Banking Center Manager / Banking Center Manager Supplies: None
FLSA: Non‑Exempt STATUS: Part Time EEO Classification: 5 Administrative Support Workers HOURS: Regular part‑time, less than 30 hours/week. Saturday rotation required.
SUMMARY:
This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer.
Education & Experience
High school diploma or equivalent
Attend and complete Field and Main University courses
Prior customer service experience preferred
Cash handling/teller experience preferred
Understanding of basic mathematical skills
Good interpersonal communication and computer skills
Essential Duties & Responsibilities
Manage large sums of currency with accuracy.
Receives cash and checks for deposits to accounts, verifies amounts, examines checks for proper endorsements, and enters transactions correctly into bank’s computer system.
Examines identification and verifies validity.
Examines checks deposited and determine proper funds availability based on regulation requirements and completes hold notices accurately.
Processes large commercial deposits.
Processes savings withdrawals.
Processes loan payments: verify payment amounts and applies payment to loan accordingly.
Identifies counterfeit currency.
Ability to prioritize and make on‑the‑spot decisions regarding customer transactions, weighing customer satisfaction issues with bank’s exposure to loss or fraud.
Issues cashier’s checks, redeems U.S. savings bonds, processes safe deposit box payments, processes credit card payments and issues gift cards.
Buys and sells currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Knowledgeable of products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to: refer customers to the proper department for issues that cannot be resolved in retail.
Promote and cross‑sell bank products and services.
Identifies and attempts to correct any discrepancies found in customer information files (CIF).
Assists in opening and closing of vault and night depository.
Balances cash drawer daily.
Balances TCR daily.
Participates in product training meetings.
Researches any outages and reports any unresolved discrepancies to the supervisor.
Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm‑Leach‑Bliley Act, Regulation E and teller roles and responsibilities relating to each act.
Opens and closes the bank by following established security procedures.
Lives and represents the Field and Main culture and brand.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other duties as assigned.
Competencies
Computer Skills
– Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursuing continuing education opportunities to advance technical skills.
Initiative
– Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Willingness to take responsibility for decisions.
Follow‑Up
– Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co‑workers, and/or supervisor. Keeps supervisor informed of status of completed tasks.
Communication Skills
– Relates positively to customers, co‑workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co‑workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentiality in all bank and customer related matters.
Interpersonal Relationship Skills
– Works well with co‑workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance.
Time Management
– Ability to consistently display a sense of urgency in completing tasks and servicing customer’s needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work.
Adherence to Policies and Procedures
– Understands the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information.
ADA Requirements Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25‑70 lbs.
EEO Statement 03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled
#J-18808-Ljbffr