Market Banker I

Job description

Position Summary: Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures. Essential Functions: - Perform a variety of customer transactions and inquiries in accordance with the Bank’s customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments). - Proactively conduct sales activities to offer solutions to customer’s financial needs while also meeting sales goals. - Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs. - Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved. - Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions. - Perform market center functions and support other market center emp...