- Implement strategic business plan
- Conduct direct business calls / referrals on a regular basis
- Maintain community presence and involvement
- Assist with implementation of CRM initiatives
- Cross sell Bank products and services
- Assist with the office workload and workflow
- Implement changes, improvements and new procedures
- Review / monitor daily statistical reports
- Ensure compliance with Bank policies and procedures
- Ensure compliance with State and Federal regulations
- Oversee office document quality control
- Supervise Vault operations and procedures
- Assist with recovery activity
- Maximize office security
- Cultivate relationships with corporate staff in Warren
- Prepare and analyze management reports
- Self-learn and understand BMS Teller system
- Attend / co-plan educational seminars and regular office meetings
- Assist with sales calls for new deposit and loan business
- Quote loan / savings rates and terms
- Provide support to staff in meeting customer expectations
- Provide back up for the teller function
- Provide back up for the Customer Service Representatives
- Identify and resolve customer issues
- Recommend improvements to procedures
- Recommend fee generating alternatives
- Recommend product / delivery enhancements
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personal banker - Oberlin, United States - Northwest LLC
Description
This position is responsible for assisting the manager in all phases of office operation, monitoring new and current customer accounts, developing the cross selling of Bank products and services, assisting in the consumer loan functions, overseeing the teller area and activities as required, and maintaining security and compliance within the office. Must be available to work rotating Friday evenings and Saturday mornings.
BUSINESS DEVELOPMENT / SALES:
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
