Assistant Secretary, Personal Banking Officer

ESSENTIAL FUNCTIONS:
Attracts, advises, and serves existing and prospective customers:

• With every customer interaction, have in-depth conversations to help our customers achieve
  financial success.
• Provide extraordinary service to customers resulting in a full pipeline of referral
   opportunities.
• Provides direct and immediate response to customer requests or needs.
• Develops a top customer calling list.
• Proactively completes and assigns calls through the Customer Relationship Management system to
   expand current customer relationships and identify new business.
• Build customer trust and loyalty which results in deeper customer relationships.
• Eager to expand branch with new clients, and businesses.
• Network and volunteer in the community.
• Develops and maintains a broad knowledge of products and services to appropriately support
  customer needs.
• Accepts loan requests and oversees approval of consumer loans and is responsible for credit
  quality under approved authority.
• Strict adherence to bank security, Bank Secrecy Act, USA Patriot Act, and safeguarding customer
   information.

Collaborates with other internal business partners to provide customers with a full range of
 financial solutions to meet their needs

       o Wealth Management
       o Electronic Banking
       o Mortgage
       o Business Relationship Manager

Directs human resources development as it pertains to office professionals:

     o Trains and educates all office professionals.
     o Conducts performance reviews and career path meetings with staff members.
     o Conducts meetings to communicate information and policies from various Bank committees.
     o Ensures staff is following proper procedures and guidelines set forth by the bank.
     o Coaches to evaluate staff’s customer conversations and results.

Provides prompt, accurate, and efficient customer service by processing a wide array of
transactions:

   o Opens new accounts.
   o Proficient in electronic banking and digital product use and questions.
   o Processes transaction on an as needed basis.
   o Manages all aspects of the branch including staff, customers, and the building and grounds.

Participates in meeting Community Banking Department's long- and short-term goals and objectives:
 • Conducts or attends and participates in meetings to discuss and evaluate progress on meeting
    goals and objectives:

   o Daily 5 Minute Meetings.
   o Weekly Relationship Building Conference Calls.
   o Weekly Branch Based Sales Meetings.
   o Monthly Employee Relations Meetings.
   o Retail Banking Group. 

Performs other duties as assigned or directed.

REQUIRED SKILLS/ABILITIES:
• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Supervisory training and expertise, leadership and interpersonal skills required.

SUPERVISORY RESPONSIBLITY:
• Supervises Relationship Center Staff

EDUCATION and EXPERIENCE:
• 3 years’ banking experience including supervisory responsibilities required.
• 1-3 years management experience in sales/business related field preferred.
• Bachelor's degree preferred.

PHYSICAL REQUIREMENTS:
• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and
  mental alertness.
• Ability to lift up to 25 pounds (i.e., heavy boxes or coins).
• Ability to communicate in person, through email or via telephone with customers and staff
   members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to
   adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the
   essential functions.