SUMMARY
The Personal Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. Generates new business through educating and cross selling products and services. This is an in-person role.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Assist clients by telephone or in person with new account services including additions or changes in client accounts. Actively cross sells all bank products.
- Fill out contract forms, determine charges or fees for service requested, collect deposits, prepare change of address records, and proper disclosure forms.
- Remain educated on all bank products, services and technology offered by the bank.
- Adapt quickly to the changing technology.
- Increase consumer awareness of the technology available to them through our products and services.
- Educate clients on the use of technology and provide instruction/demonstration on how to properly use the technology for their benefit.
- Solve client complaints, questions or problems.
- Assist in all branch supervisory functions including branch settlement, teller balancing, ATM settlement.
- Receive checks and cash for deposit, verify amount, and examine checks for endorsements.
- Cash checks and pay out money after verification of signatures and client balances.
- Enter clients' transactions into computer to record transactions, and issue computer generated receipts.
- Place holds on accounts for uncollected funds
- Respond to audit reviews and help complete branch monthly audit reports.
- Order branch cash as well as ATM cash orders for delivery.
- Place Foreign Currency orders for clients.
- Prepare Domestic and Foreign wire transfers for clients.
- Allow clients access to safe deposit boxes, following specified procedures.
- Monitor and reviews financial institution's security procedures and control access to vault.
- Assist in maintaining all dual control logs.
- Use supervisory authority in support of teller transactions.
- Ensure the security and safety of all employees.
- Supervisor authority appropriate to level assigned.
SECONDARY DUTIES
- Represent the bank in community related activities.
- Attend educational programs/seminars related to banking.
SUPERVISORY RESPONSIBILITIES
Not responsible for supervision of other employees.
Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.
