PT Community Associate - Northside Commons

Description

JOB SUMMARY

Perform transactional duties and responsibilities while exemplifying JBT’s SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures applicable to transactions processing. 

DUTIES AND RESPONSIBILITIES

• Provide SMILE Standards service to clients at all times and actively seek out and meet their banking needs.
• Consistently deliver high quality JBT service in person, through the drive-up, over the telephone and during community events using JBT’s Non-Negotiables.
• Working knowledge of branch products and services. Expands relationships though recommendations designed to assist client. Refers clients to appropriate partners for additional needs.
• Ability to answer basic questions about JBT’s digital banking services.
• Keep a clean, organized work area and a professional appearance as outlined in the Bank’s Dress Code Policy.
• Accurately, efficiently, and promptly perform client transactions (including those received by mail or night deposit): cashing checks, deposits, withdrawals, selling of monetary instruments, loan payments, etc.
• Balance cash drawer/debits and credits accurately and in a timely manner using the Teller system. Maintain an orderly cash drawer within the Bank’s approved cash limits. 
• Complete BAI courses as assigned.
• Respect the confidentiality of information obtained through or as a consequence of employment.
• Actively utilize CRM System to enhance client experience. 
• Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks.
• Perform related duties including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, etc.
• Ability to complete forms via Edit Merge Doc or located on JBT Connect.
• Ensure punctual and regular attendance.
• Promote and preserve JBT’s values and culture.
• Follow Bank policy and procedure to prevent fraud and financial crimes.
• Other duties as assigned.

Requirements

SKILLS REQUIRED

• Ability to operate Bank’s systems. 
• Excellent communication and interpersonal skills.
• Proficient mathematics skills.
• Ability to operate the following office equipment: computer, telephone, copy machine, fax machine, scanner, TCR.
• Ability to lift approximately 50 pounds.