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Retail Banker I

Posted: 12/03/2024

Position Purpose:
The primary responsibilities of this position are to help service customers with the paying and receiving functions of the Bank, deepen customer relationships and attract additional customers. This position is responsible for taking deposits, withdrawals, and transfers for customers as well as selling cashier's checks, cashing bonds and the like, Duties to include Cash Handling 30%, Customer Service 30%, Product Promotion 20%, Product Knowledge 10%, Compliance Training 10%

Qualities of the successful candidate include:

  • Retail Banker I employees' interface with bank customers more than all other categories of employees, therefore, Retail Bankers must like to be around people, smile naturally and have a professional appearance and be good at remembering the customer's name.
  • Understand and comply with the related Federal and State banking laws and compliance regulations such as Bank Secrecy Act, Privacy, and Funds Availability Policy.
  • Excellent phone etiquette and verbal communication skills.
  • Ability to calculate figures and attention to detail is essential. 
  • Must be able to multi-task and work under stress and pressure.
  • General PC knowledge is required and must be able to maneuver well in the system to assist the customer with quality customer service. 
  • Ability to learn and run a variety of machines.
  • Must be able to communicate effectively, get along with co-workers and deal with colleagues effectively and professionally.
  • Must embrace change and see change as an opportunity. Must be willing to express and support management's ideas to affected staff.
  • Must be punctual and maintain good attendance.
  • Must be trustworthy and maintain a high level of confidentiality. 
  • Ability to calculate figures and attention to detail is essential.
Responsibilities of this position include (but not limited to):
  • Perform paying and receiving functions for customers. This will include taking deposits, withdrawals, and transfers from customers. Additionally, the Retail Banker I may sell cashier's checks and help customers with additional related services.
  • Provide high level of customer service in person or by phone. This includes understanding customer needs, as well as understanding the bank products offered, the ability to explain the value of those products to customers and refer customers to the appropriate department if not Retail Banking. 
  • Support customers with maintenance questions concerning their accounts. This will include address changes, check orders and the like.
  • Assist walk-in customers with their new account needs. This will include checking, savings, certificates and the like.
  • Assist walk-in and phone customers with problems or service issues to their account(s).
  • Will be expected to cross-sell and refer customers and prospects to bank products.
  • Support the overall branch product promotion effort. Direct product promotion goals may be established by management for such items as ATM cards, direct deposit, automated banking, or referrals for other Bank products.
  • Participate as part of various retail product campaigns the Bank initiates.
  • Process night deposits including recording items and verifying currency.
  • Full-Time hours Monday-Friday, with rotating Saturday's.
We offer a competitive benefits package that includes Medical, Dental, and Vision, FSA or Dependent Care, Supplemental Accident, Hospital, or Critical Illness Plans; Employer paid Life Insurance, Short Term Disability, and Long-Term Disability, and Additional Voluntary Life Insurance Options. Paid Vacation, Sick and Volunteer leave; 401K and Profit Sharing.

Compensation for positions based on the specific position and may be paid in the form of an hourly wage, overtime, a semi-monthly salary, commissions, or a combination of them. Depending on the specific position, some may be paid solely on commissions or others may include a bonus structure. As part of our employee benefits package, we offer exclusive perks such as discounted rates on banking and mortgage services, fee waivers, and access to special financial products. These benefits are designed to support your financial well-being as a valued member of our team. 

Plains Commerce Bank is an Affirmative Action/Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual's race, religion, color, gender, national origin, ancestry, age, sexual orientation, disability, or veteran status. 

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