About This Role
Performing accurate bank transactions for customers while providing personalized, high-quality service is the core of this role. The Personal Banker contributes to the branch's growth and profitability by meeting sales and service goals and referring customers for specialized services.
Responsibilities
- Greet customers warmly and professionally and process requested transactions accurately to ensure minimum teller difference and controllable loss performance standards are achieved
- Identify customer needs to refer to Personal Banker staff, cross-selling the Bank's products and services on a routine basis to meet and exceed referral goals
- Balance and prove work daily, posting as required, and properly secure related receipts and records, including the work of cash drawers, night deposit, vault, ATM and coin machines
- Process deposits and withdrawals
- Cash checks in accordance with Bank's policy
- Process loan payments and other receivables
- Issue money orders and bank checks
- Process payments to various "club" accounts
- Identify and refer potential NEST clients to the appropriate source
- Participate in outbound calling efforts and be reasonably proficient in migrating customers to the digital channels of the Bank
- Process incoming mail transactions
- Answer customer inquiries, received in person or by telephone concerning account information, or refer customer to appropriate branch or Bank area
- Perform account maintenance activities for active, inactive, and closed savings accounts and/or club accounts
- Provide records maintenance for signature cards; identification cards; comparable office records, including selected account ledgers, as applicable
- Remain current and apply an understanding of all Bank policies and procedures, to include BSA, attending additional training classes as directed
- Participate in the Branch Incentive Program
Benefits
- Professional growth opportunities
- Employee perks and discount programs
- Tuition assistance program
- Incentive compensation program
- Company holidays and paid time off
- Use of the on-site fitness facilities at Red Bank and Toms River headquarter offices
Important Details
- Training: 2-week personalized and interactive training experience for all retail staff upon hire
About the Company
OceanFirst Bank values its employees as essential to its success and a great place to work and do business.
