Personal Banker II - (Two Open Positions)
NBT Financial Bank, Fort Worth, Texas, United States, 76102
Since its inception in 1973, the shareholders and management of NBT Financial Bank (NBT) have maintained the same long-term vision for the bank. We are a locally owned, independent, community bank that intends on providing prompt, courteous service to our customers, and looks to establish long term relationships with those we serve.
NBT is a community bank, which means we believe in serving and supporting the markets where we are located.NBT strongly encourages all employees to take an active role in the communities they serve.There will be multiple opportunities throughout the year where NBT will ask for employee volunteers to help at events the bank has sponsored.These are great opportunities for NBT employees to serve our communities, while also spreading NBT’s brand.NBT also has a Community Involvement Program, where employees can earn additional PTO by volunteering at qualified events.
Classification:
Non Exempt
Reports to:
Branch Manager
Summary/Objective The personal banker position is cross-trained to work on the teller line and at a new accounts desk.On the teller line, they will receive and pay out money, as well as accurately keep record of money and negotiable instruments involved in NBT’s various transactions. This position also opens new accounts, handles all customer service inquiries and meets the needs of customers by providing quality service.
Primary Responsibilities Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Access computer, accept customer deposit, receipt transaction on computer and verify currency; cash checks, savings withdrawals and make cash advances on M/C - Visa with proper identification; accept loan payments and safe deposit box payments and issue Cashier’s Checks; redemption of savings bonds; scanning alltransactions as required
Count and verify all currency and coin and record totals on the computer.Secure currency and coin.Maintain limit set by NBT for cash drawer.Use combination coin vault and sub vaults for access to coin and currency
Verify information from customer and type document as needed.Document types are: Cashier Checks, bond redemption, cash advance for M/C - Visa, account analysis forms, customer deposit slips, savings withdrawals and deposits slips, Work with Person information on computer for CTR completion and hold notices for funds availability
Operate the coin sorter and/or coin wrapper.Lift and carry large bags of coin.Place coin in vault or in the coin machines
Assist other personal bankers and supervisors as needed
Open drive in facility according to procedures
Open and Balance ATM depository vault (dual control)
Close drive-in facility according to procedure
Maintain control over teller supplies (record and keep stocked)
Record mail deposits and night deposits under dual control
Work all areas of Teller Department as needed for Saturday schedule, absences or cross training
Provide for large deposit approvals $5,000+ (when necessary, present item to Officer for approval. Take actions based upon instructions from Officer)
Provide for same name check approvals
Provide for check casher approvals $2,500+
Provide for cash overrides over $2,500
Open/Close the branch
Perform/Assist with quarterly cash audits
Perform/Assist with monthly cash exposures
Perform/Assist with monthly ATM inspection
Ordering supplies
Inbound/Outbound cash shipments
Fill cash orders
Provide for approval of all items listed on the “Authorization for Customer Account Charges and General Ledger Entries” procedure (items requiring 2 initials will still require another officer’s approval).See attached list
Provide for signatures on cashier’s checks up to $25,000 or provide second signature for cashier’s checks $50,000+
Interview potential customer, explain services available and disclosures, identification of customer, set up accounts desired, obtain supporting documents, perform Chex-systems and OFAC inquiries
Sell and redeem Certificates of Deposit. Explain types of CD’s and maturities, rates, penalties, make GL entries and retrieve or place CD’s held in safekeeping vault
Take application for new debit card, issue customer debit card, hot card lost and stolen cards, perform input on terminal, check maintenance report, handle and process debit card disputes and deal directly with customers on any card problems
Order customer checks, deposit tickets or endorsement stamps. Verify account and address, order on line, print confirmation and file. If shipped to bank, contact customer when checks arrive
Deal directly with customer and check printing company on any errors or checks not received and make refunds if necessary
Scan documents into Synergy capture, pull existing files to accompany new documents if existing customer.Maintain scanned documents for 90 days.Must be able to access filing cabinet drawers on the floor
Open new accounts and CD’s for consumer and commercial customers
Process debit cards, gift cards, E-Banking, Mobile Banking and perform all maintenance at CIF and account level
Scan/delete signature card for Teller System verification
Complete new account documentation through E-sign. Work new account exception reports for missing and incomplete documentation for all locations
Index and review scanned documents from your locations into Synergy batch capture
Obtain supervisor or officer approval and signatures on various documents
Accompany officer to vault to obtain safekeeping items
Provide E-Banking, Mobile Banking customer setup and support
Work monthly reports
Lease safe deposit boxes, grant customers access to their box and close out safe deposit boxes
Review ODP products with customers at account opening and obtain applicable forms
Maintain knowledge and ability to perform teller duties as required
Collections functions (centralized at Fort Worth)
Prepare and process incoming and outgoing collection items
Maintain collection records for auditing procedures
Remit payments for incoming collection items
Responsible for monthly collection reports
Track collection forms & supplies
Give timely notification to supervisor for re-orders collection supplies
This position operates in a professional environment in the branch bank lobby and behind teller line. This position routinely uses office equipment such as computers, calculator, scanner, coin sorter, currency counter, drive-in equipment, ATM, vaults (main and coin), copier, telephone, computers and printers
Position Qualifications
Must be able to work with confidential information
Ability to speak read and write in English clearly enough to communicate and interact with customers and bank staff
Must be flexible to deal with conflicting demands on time by customers, officers and employees, daily work, and telephone calls
Must be systematic & organized in order to effectively perform the variety of tasks the position requires
Must be a loyal team worker; one who is willing to help others, both within the department and in other departments
Must have a pleasant demeanor and effective communications in working with officers and employees, the public, and vendors
Must be dependable in both attendance and punctuality
Must be willing to take initiative to learn new tasks and accept new responsibilities
Must quickly grasp the concepts that are foundational to effectively function in this position
Ability to see how a given function affects and fits into the overall objectives of the bank
Must have good organization skills
Must be willing to work overtime when management deems necessary
Must have the ability to make judgments within the scope of authority
Must be Bilingual
Travel No travel is expected for this position, except for occasional travel to the Operations Center for training
Required Education and Experience
High school diploma or equivalent
Ability to run 10-key accurately
Computer skills – basic knowledge of Word, Excel and Outlook
General banking knowledge preferred
Physical Demands The physical demands described here are representative of those that must be met be an employee to successfully perform the essential functions of this job.
The employee will frequently sit or stand for extended periods of time and must be able to remain in a stationary position
The employee will frequently move about inside the office setting to access office equipment, file cabinets, etc
The employee will frequently communicate and interact with bank staff and customers and must be able to exchange accurate information
The employee will occasionally be required to move bank/office equipment weighing up to 30 pounds across premises
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employees for this job.Duties, responsibilities and activities may change at any time with or without notice
A disabled individual requiring reasonable accommodation shall not be denied the opportunity due to a disability. The applicant should contact Human Resources if reasonable accommodation is required during the application process at (817-752-2303)
All offers for employment with NBT Financial Bank are contingent upon the candidate having successfully completed a criminal background check. NBT Financial Bank will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state, and Federal law, including Section 19 of the Federal Deposit Insurance Act
NBT Financial Bank is an Equal Opportunity/disability/protected veteran status employer
If interested please email resume to nbthrdept@nbt.bank
#J-18808-Ljbffr
NBT is a community bank, which means we believe in serving and supporting the markets where we are located.NBT strongly encourages all employees to take an active role in the communities they serve.There will be multiple opportunities throughout the year where NBT will ask for employee volunteers to help at events the bank has sponsored.These are great opportunities for NBT employees to serve our communities, while also spreading NBT’s brand.NBT also has a Community Involvement Program, where employees can earn additional PTO by volunteering at qualified events.
Classification:
Non Exempt
Reports to:
Branch Manager
Summary/Objective The personal banker position is cross-trained to work on the teller line and at a new accounts desk.On the teller line, they will receive and pay out money, as well as accurately keep record of money and negotiable instruments involved in NBT’s various transactions. This position also opens new accounts, handles all customer service inquiries and meets the needs of customers by providing quality service.
Primary Responsibilities Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Access computer, accept customer deposit, receipt transaction on computer and verify currency; cash checks, savings withdrawals and make cash advances on M/C - Visa with proper identification; accept loan payments and safe deposit box payments and issue Cashier’s Checks; redemption of savings bonds; scanning alltransactions as required
Count and verify all currency and coin and record totals on the computer.Secure currency and coin.Maintain limit set by NBT for cash drawer.Use combination coin vault and sub vaults for access to coin and currency
Verify information from customer and type document as needed.Document types are: Cashier Checks, bond redemption, cash advance for M/C - Visa, account analysis forms, customer deposit slips, savings withdrawals and deposits slips, Work with Person information on computer for CTR completion and hold notices for funds availability
Operate the coin sorter and/or coin wrapper.Lift and carry large bags of coin.Place coin in vault or in the coin machines
Assist other personal bankers and supervisors as needed
Open drive in facility according to procedures
Open and Balance ATM depository vault (dual control)
Close drive-in facility according to procedure
Maintain control over teller supplies (record and keep stocked)
Record mail deposits and night deposits under dual control
Work all areas of Teller Department as needed for Saturday schedule, absences or cross training
Provide for large deposit approvals $5,000+ (when necessary, present item to Officer for approval. Take actions based upon instructions from Officer)
Provide for same name check approvals
Provide for check casher approvals $2,500+
Provide for cash overrides over $2,500
Open/Close the branch
Perform/Assist with quarterly cash audits
Perform/Assist with monthly cash exposures
Perform/Assist with monthly ATM inspection
Ordering supplies
Inbound/Outbound cash shipments
Fill cash orders
Provide for approval of all items listed on the “Authorization for Customer Account Charges and General Ledger Entries” procedure (items requiring 2 initials will still require another officer’s approval).See attached list
Provide for signatures on cashier’s checks up to $25,000 or provide second signature for cashier’s checks $50,000+
Interview potential customer, explain services available and disclosures, identification of customer, set up accounts desired, obtain supporting documents, perform Chex-systems and OFAC inquiries
Sell and redeem Certificates of Deposit. Explain types of CD’s and maturities, rates, penalties, make GL entries and retrieve or place CD’s held in safekeeping vault
Take application for new debit card, issue customer debit card, hot card lost and stolen cards, perform input on terminal, check maintenance report, handle and process debit card disputes and deal directly with customers on any card problems
Order customer checks, deposit tickets or endorsement stamps. Verify account and address, order on line, print confirmation and file. If shipped to bank, contact customer when checks arrive
Deal directly with customer and check printing company on any errors or checks not received and make refunds if necessary
Scan documents into Synergy capture, pull existing files to accompany new documents if existing customer.Maintain scanned documents for 90 days.Must be able to access filing cabinet drawers on the floor
Open new accounts and CD’s for consumer and commercial customers
Process debit cards, gift cards, E-Banking, Mobile Banking and perform all maintenance at CIF and account level
Scan/delete signature card for Teller System verification
Complete new account documentation through E-sign. Work new account exception reports for missing and incomplete documentation for all locations
Index and review scanned documents from your locations into Synergy batch capture
Obtain supervisor or officer approval and signatures on various documents
Accompany officer to vault to obtain safekeeping items
Provide E-Banking, Mobile Banking customer setup and support
Work monthly reports
Lease safe deposit boxes, grant customers access to their box and close out safe deposit boxes
Review ODP products with customers at account opening and obtain applicable forms
Maintain knowledge and ability to perform teller duties as required
Collections functions (centralized at Fort Worth)
Prepare and process incoming and outgoing collection items
Maintain collection records for auditing procedures
Remit payments for incoming collection items
Responsible for monthly collection reports
Track collection forms & supplies
Give timely notification to supervisor for re-orders collection supplies
This position operates in a professional environment in the branch bank lobby and behind teller line. This position routinely uses office equipment such as computers, calculator, scanner, coin sorter, currency counter, drive-in equipment, ATM, vaults (main and coin), copier, telephone, computers and printers
Position Qualifications
Must be able to work with confidential information
Ability to speak read and write in English clearly enough to communicate and interact with customers and bank staff
Must be flexible to deal with conflicting demands on time by customers, officers and employees, daily work, and telephone calls
Must be systematic & organized in order to effectively perform the variety of tasks the position requires
Must be a loyal team worker; one who is willing to help others, both within the department and in other departments
Must have a pleasant demeanor and effective communications in working with officers and employees, the public, and vendors
Must be dependable in both attendance and punctuality
Must be willing to take initiative to learn new tasks and accept new responsibilities
Must quickly grasp the concepts that are foundational to effectively function in this position
Ability to see how a given function affects and fits into the overall objectives of the bank
Must have good organization skills
Must be willing to work overtime when management deems necessary
Must have the ability to make judgments within the scope of authority
Must be Bilingual
Travel No travel is expected for this position, except for occasional travel to the Operations Center for training
Required Education and Experience
High school diploma or equivalent
Ability to run 10-key accurately
Computer skills – basic knowledge of Word, Excel and Outlook
General banking knowledge preferred
Physical Demands The physical demands described here are representative of those that must be met be an employee to successfully perform the essential functions of this job.
The employee will frequently sit or stand for extended periods of time and must be able to remain in a stationary position
The employee will frequently move about inside the office setting to access office equipment, file cabinets, etc
The employee will frequently communicate and interact with bank staff and customers and must be able to exchange accurate information
The employee will occasionally be required to move bank/office equipment weighing up to 30 pounds across premises
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employees for this job.Duties, responsibilities and activities may change at any time with or without notice
A disabled individual requiring reasonable accommodation shall not be denied the opportunity due to a disability. The applicant should contact Human Resources if reasonable accommodation is required during the application process at (817-752-2303)
All offers for employment with NBT Financial Bank are contingent upon the candidate having successfully completed a criminal background check. NBT Financial Bank will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state, and Federal law, including Section 19 of the Federal Deposit Insurance Act
NBT Financial Bank is an Equal Opportunity/disability/protected veteran status employer
If interested please email resume to nbthrdept@nbt.bank
#J-18808-Ljbffr