Personal Banker II

Movement Bank • Asheville, NC

1d

About The Position

Demonstrates skills, product knowledge and behaviors necessary to achieve growth of deposit solutions. Consistently acquires and deepens customer relationships by identifying and referring customers’ financial needs to bankers and business partners as needed. Meets and exceeds deposit growth and incentive goals with the utmost of accuracy and highest ethical standards. Checking & savings transactions, loan payments and account inquiries. Sells cashier’s checks and other banking solutions. Performs transactions in accordance with bank policies and procedures with a high degree of accuracy. Efficiently and accurately performs end of day tasks to include taking computer totals, scanning checks, balancing daily work and proofing cash drawer. Provides a friendly, yet professional level of customer service to both external and internal customers. Takes initiative through outreach as well as proposing appropriate products, services and digital solutions to aid in customer financial success. Provides customers with information on all aspects of deposit accounts and bank services including rates, service charges, restrictions, and other relevant account information. May perform the duties of the Safe Deposit Box attendant. Opens new business and personal accounts, including checking, savings, certificate of deposit, safe deposit boxes and all other accounts and services offered by the bank. Orders checks and ATM/Debit Cards. Accepts wire transfer requests, verifying information and availability of funds. Support customers in resolving or escalating concerns or complaints. May assist with administrative and other bank-related activities while not assisting a customer. These tasks could include those assigned by your supervisor or by Operations, Finance or Marketing. Complies with all applicable banking regulations and BSA/AML program, requirements, and controls. Complies with all department and bank policies and procedures. Performs all other duties as assigned. At Movement Bank, we exist to love and serve our communities with a Purpose Bigger Than Banking. We aim to bridge the wealth divide, connect those with resources to those excluded, and transform communities through long-term investment in business, housing, and education. When you join our team, you become part of our movement, our story, and our legacy. Movement Bank has stood for progress and change over the last 100 years. In the 21st century, we are still on that mission to support all citizens, including our customers and employees, regardless of race, color, or creed. Learn more about who we are at www.movementbank.com

Responsibilities

• Achieve growth of deposit solutions
• Acquire and deepen customer relationships
• Identify and refer customers’ financial needs to bankers and business partners as needed
• Meet and exceed deposit growth and incentive goals
• Perform checking & savings transactions, loan payments and account inquiries
• Sell cashier’s checks and other banking solutions
• Perform transactions in accordance with bank policies and procedures
• Perform end of day tasks to include taking computer totals, scanning checks, balancing daily work and proofing cash drawer
• Provide customer service to both external and internal customers
• Take initiative through outreach as well as proposing appropriate products, services and digital solutions
• Provide customers with information on all aspects of deposit accounts and bank services
• Perform the duties of the Safe Deposit Box attendant
• Open new business and personal accounts, including checking, savings, certificate of deposit, safe deposit boxes and all other accounts and services offered by the bank
• Order checks and ATM/Debit Cards
• Accept wire transfer requests, verifying information and availability of funds
• Support customers in resolving or escalating concerns or complaints
• Assist with administrative and other bank-related activities while not assisting a customer
• Comply with all applicable banking regulations and BSA/AML program, requirements, and controls
• Comply with all department and bank policies and procedures
• Perform all other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed