Private Banker jobs in Vincennes, IN

Description :

JOB TITLE : UNIVERSAL BANKER

DEPARTMENT : PARKSIDE

REPORTS TO : PARKSIDE BRANCH MANAGER

FLSA STATUS : NON-EXEMPT

TYPE OF POSITION : FULL-TIME

JOB SUMMARY

Perform a full range of banking services to individual customers and commercial clients as well as providing support to staff.

The position is responsible for greeting customers and directing them to the appropriate department or person. Other duties include proving New Accounts and Teller services and cross-selling bank products and services and supporting the other branch needs as needed.

Communicate effectively with current and prospective customers. Project a professional image for TrustBank by providing exceptional customer service at all times.

DUTIES AND RESPONSIBILITIES

1. Open and close bank when needed.

2. Remain flexible to scheduling needs during all Parkside business hours.

3. Ensure that customers receive prompt and courteous service.

4. Balance drawer cash and vault cash.

5. Balance and stock ATM.

6. Run teller transactions accurately and efficiently.

7. Process night drop deposits.

8. Approve checks within limits.

9. Assist customers in resolving account related problems.

10. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs.

11. Assist customers by opening new accounts.

12. Give out appropriate loan applications.

13. Cross-sell products to customers.

14. Issue and redeem certificates of deposit.

15. Stay within compliance guidelines when opening and closing all accounts.

16. Order ATM / Debit cards and update information, activate, etc.

17. Process check orders / re-orders for customers with products for personal and business purposes.

18. Order and stock adequate supplies.

19. Attend bank meetings and educational seminars as required.

20. Maintain over and short reports and transaction reports.

21. Ship and order currency and coin from Fed.

22. Scan and balance transaction in the proof program.

23. Promote TrustBank's Values and Service Standards.

24. Perform other duties as assigned.

WORKING CONDITIONS

The position is a full-time position, working 40-hours per week. Some overtime may be required. Hours may vary depending on the needs of the bank and availability on Saturdays is required.

a typical schedule would entail weekdays 9 AM to 6 PM and Saturdays 8 - Noon, with one day off during the week if scheduled to work on a Saturday.

Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate.

The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear.

Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.

TRUSTBANK CORE VALUES

Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Understand the highly confidential nature of the information being worked with on a daily basis.

https : / / trustbank.net / company / about / values.

Company Benefits

• Comprehensive employee benefits, including : medical, dental, vision, disability, life insurance, HSA contribution, and FSA
• Paid vacation, sick, personal, plus federal holidays
• 401k with ESOP and a discretionary employer match in bank stock
• Tuition reimbursement

DISCLOSURES

TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The best talent will acquire the position.

Equal Opportunity Employer / Disability / Veterans

This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization.

Updated April 30, 2024

Requirements :

EDUCATION and / or EXPERIENCE

Must have high school education and be able to master on-the-job training requirements. Associates degree or higher is a plus.

REQUIRED SKILLS AND ABILITIES

Experience in sales, relationship management, and cross selling skills are a plus. Must be proactive thinking, be able to learn compliance, product knowledge, have problem solving skills, and work collaboratively.

The ability to perform detailed work with accuracy and cash handling skills are essential.

TECHNICAL SKILLS

Ability to use computer for data entry, word processing, MSOffice, and may be assigned spreadsheet work. Knowledge and ability to learn the bank's data processing system.

Us of personal computer, calculator, telephone, shredder, scanner / copier, and other general office equipment.

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Last updated : 2024-05-04