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Personal Banker
Job
Cypress Bank SSB
Pittsburg, TX (In Person)
Full-Time
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Job Description
Essential Functions Meet and greet customers. Open new and revise existing accounts: checking, savings and certificates of deposit (including IRAs) while following procedures prescribed in the Bank's Customer Identification Program. Assist customers with online banking needs including initial set up and troubleshooting. Manage deposit account relationship. Cross-sell the Bank's services and products. Research and verify account information for customer inquiries, quote products and rates. Assist customers with check orders, debit cards, safe deposit box services, and wires. Process collection items. Assist customer with Debit Card Disputes for unauthorized charges. Accept loan applications. Process approved loans including funding, scanning, and indexing. Procures information necessary to complete loan package and documentation requirements, (i.e., financial statements, tax returns, appraisals, lien searches, collateral verification) Identifies and prepares documentation for new loans and renewals. Prepares payoff quotes and forwards to lenders and/or client. Prepare board reports for Senior Officers. Additional Responsibilities Other duties as assigned. Required Education, Experience, and Skills High school diploma or equivalent preferred; College Degree a plus One year's banking experience, preferably as CSR or Loan Assistant. Understanding of responsibilities under the Bank Secrecy Act; participate in initial and periodic training. Interpersonal skills to represent the Bank positively with customers and other employees. Professional appearance, dress, and attitude. Ability to maintain confidentiality of Bank records and customer transactions. Working knowledge of Microsoft Word and Excel. Ability to lift 25 lbs. Equipment Used Computer Document scanner Ten-key calculator Equal Employment Opportunity