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Personal Banker

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Job Details
Job Order Number
Company Name
Northeast Bank
Physical Address
27 Pearl St
Portland, ME 04101
Job Description

POSITION SUMMARY: Primarily serves as the Bank’s first point-of-contact with customers who visit a Banking Center. Responsible for accurately processing retail and commercial financial transactions, providing customers with basic account information, and assisting customers with selecting products and services based on their financial needs and/or referring customers to other product specialists within the Bank, as appropriate. Provides consistent and exemplary customer service to Bank customers and visitors.

• Processes retail and commercial financial transactions, including deposits, withdrawals, transfers, loan payments, and cashing checks.
• Provides customers with basic account information, such as account balances, due dates, and/or recent account activity.
• Assists customers with their financial needs by discussing the Bank’s product and service offerings; and recommending, explaining, and opening new accounts.
• Actively participates in all sales, marketing, and promotional campaigns.
• Promotes the Bank’s product and service offerings to each customer served.
• Answers customer inquiries and refers customers to the Banking Center Manager, or proper service area for issues that cannot be resolved at the teller line.
• As applicable, assists customers in accessing safety deposit boxes.
• Represents the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
• Contributes to the fulfillment of Banking Center sales and service goals.
• Answers and assists incoming callers with questions and requests; routes callers appropriately.
• As directed, sorts and distributes work from other Bank offices, processes mail and overnight depository transactions.
• Records all transactions promptly, accurately, and in compliance with established Bank policies and procedures.
• Maintains an adequate cash drawer at all times, and in accordance with Bank policy; this includes buying and selling currency from the vault as necessary.
• Balances cash drawer in accordance with Bank policy and procedures, including periodic batching of cashed checks.
• Assists in ordering, receiving, verifying, and distributing cash.
• As directed, balances and replenishes cash in the ATM.
• As directed, responsible for tracking information and preparing basic reports.
• Performs routine daily Banking Center activities, which includes balancing the Banking Center and completing miscellaneous end-of-day tasks.
• Responsible for opening and/or closing the Banking Center.
• Meets expectations for attendance and punctuality.
• Complies with all applicable federal, state, and local laws and regulations; and Northeast Bank policies and procedures.
• Participates in other activities as directed.

• High School Diploma or equivalent.
• 1-2 years of experience in banking, insurance, retail services, hospitality, or other related field.
• Thoroughness and strict attention to detail.
• Excellent mathematical skills.
• Competence with computers and other office machinery.
• Proficient alpha/numeric data entry skills.
• Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and co-workers.
• Ability to maintain the highest level of confidentiality with all information obtained.
• Ability to work in a fast-paced environment and under pressure as needed.
• Ability to make sound decisions, which may include on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank’s exposure to loss or fraud and the ability to think through and rationalize decisions.
• Have perspective – capable of relating to individuals at all levels. As unique situations present themselves, the incumbent must be sensitive to the Bank needs, customer and employee goodwill, and the public image.

• Ability to work flexible hours.
• Must have reliable transportation and be able to travel throughout market area.
• Occasional lifting between 15 – 20 lbs.

Northeast Bank is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, national original, veteran status and any other classification protected by Law.

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