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 Departments 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.
• Bachelors 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.