Personal Banker -Shreve Banking Center

Summary: This individual provides exceptional service to our customers and prospects, opens new accounts, processes loan activity, grows customer portfolios and strengthens community relations with the Banking Center. 
 
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

• Serve our customers in a professional and caring manner  
  • Adhere to CSB Customer Service & Retail Ready! Standards  
  • Follow CSB professional standards of dress and conduct  
  • Build rapport with customers by asking quality questions to help meet their needs
  • Demonstrates a commitment to CSB’s vision, mission, and core values and seeks to align one’s behavior in such a way that gives these foundational principles the best chance at becoming a reality.
• Project a positive image of CSB  
  • Promote CSB by participating in community activities  
  • Represent CSB through professional and courteous conduct   
• Execute service & sales initiatives to support growth in customer portfolios  
  • Utilize relationship banking principles during customer interaction  
  • Understand and have the ability to explain the features and benefits of all banking products and services  
  • Engage customers and prospects to gain an understanding of their individual banking needs and provide those services as determined  
  • Establish new deposit accounts according to Retail Services Handbook guidelines  
  • Guide and educate customers in setting up and maintaining all electronic banking services including online, mobile, and text banking  
  • Track new and closed accounts monthly and report findings to Banking Center Manager  
  • Review the deposit account tickler and correct outstanding items  
  • Process account maintenance as requested by customers following established procedures as outlined in the Retail Services Handbook  
  • Complete new account customer engagement reviews and phone calls  
  • Develop relationships with CSB business partners including lenders, cash management, trust & brokerage officers  
  • Contact customers, businesses, and community and civic organizations to promote goodwill and generate new business
• In the absence of a CSR or Lead CSR, operate the teller line within CSB established guidelines for providing excellent customer service and maintaining a productive work space  
  • Complete customer transactions as outlined in the Retail Services Handbook while adhering to Bank-wide Policies and Procedures  
  • Maintain cash drawer within acceptable limits as outlined in Bank-wide Policies and Procedures  
  • Balance cash drawer at end of every banking day  
  • Assist customers in accessing safe deposit boxes  
  • Provide customer referrals to bank personnel as appropriate  
  • Scan proof work to Deposit Operations throughout each day  
  • Perform end of day duties as needed, such as utilities and cash advance item reconciliation   
• Assist Banking Center Manager in the achievement of banking center goals  
  • Support Banking Center Manager in developing growth strategies  
  • Analyze monthly deposit account results and work with staff to achieve banking center goals  
  • Assist with the planning and execution of regularly scheduled staff meetings
  •  Assist in opening and closing the Banking Center
  • Decision NSF accounts during an absence of the Banking Center Manager
• Process lending activity within the banking center  
  • Accept applications  
  • Examine, process and decision loans within specified limits  
• Demonstrates a commitment to CSB’s vision, mission, and core values and seeks to align one’s behavior in such a way that gives these foundational principles the best chance at becoming a reality.

Education and/or Experience: High school diploma or general education degree (GED); or one or more years related experience and/or training; or equivalent combination of education and experience. 

Summary of Employee Benefits:

• Competitive base wage
• Incentive compensation and profit sharing
• Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance – (plan and/or benefits eligibility requirements apply)
• Paid time off for vacation, illness, bereavement, and jury duty
• 401(k) with an employer match and on-site advisers
• Employee Assistant Program (EAP) with free access to mental health resources
• Comprehensive wellness program with financial incentives to promote a healthy lifestyle
• Training and professional development opportunities to help you reach your long-term goals
• Paid holidays available immediately upon hire
• Volunteerism opportunities to give back to our local communities

 The Commercial & Savings Bank is an Equal Opportunity Employer.