Careers

As a Personal Banker you hold a vital role in the client experience at MapleMark Bank! The Personal Banker is a branch-based position that’s primary goal is to assist, expand and retain client relationships. Personal Bankers are the financial liaison to clients while providing white-glove customer service.

 Primary Duties & Responsibilities
 

• Responsible for opening new accounts (i.e. Checking Accounts, Savings Accounts, CD's, Trust’s, etc.).  
• Process all financial transactions in adherence to BSA/AML statutory and regulatory. requirements in accordance to the procedures and policies established.

• Provide quality service to customers and assist with financial transactions.
• Acquire, expand and retain client relationships with existing clients and prospects.
• Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Bank resources following client transactions.
• Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions.
• Identify customers, validate and cash checks.
• Accept cash and checks for deposit and check accuracy of deposit; exam checks for proper endorsement, counterfeits, balances, etc.
• Process cash withdrawals.
• Perform specialized task such as Official Checks, Cash Advances, Coin Sorting, etc.
• Receive and verify loan payments and mortgage payments,
• Record all transactions promptly, accurately and in compliance with bank procedures and policies, including placing appropriate holds when applicable.
• Balance currency, coin and checks in cash drawer at end of each shift and manage drawer limits. Perform cash buy/sells and verify currency.
• Answer inquiries regarding checking and savings accounts and other bank related products
• Attempt to resolve issues and problems with customer's accounts.
• Explain and advise on and promote bank products and services to customer; including referrals to sales staff.
• Assists with training of new branch operations employees and other monthly audit functions as needed.

• Conduct outbound sales activities (e.g. phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.
• Cultivate partnerships with other departments to obtain and provide appropriately qualified referrals; meet periodically to review Bank goals, discuss strategies, and solicit feedback and coaching.
• Balance daily transactions and completes necessary paperwork.
• Follow all compliance policies and procedures.
• Professional, thorough and organize; able to follow standard operating policies and procedures
• Understanding how to present features, and benefits of products and services to clients with differing needs.
• Understand how to interpret numbers, trends and data to make effective decisions.
• Provide excellent customer service: comfortable asking questions/interviewing clients about their financial situation: strong listening skills.

• Other duties as assigned

Physical Demands & Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 

• Ability to withstand moderate physical activity throughout the workday (standing, walking, reaching).
• Ability to sit for extended periods of time.
• Ability to lift or move up to 25 pounds on occasion.
• Ability to maintain attention and concentration for extended periods of time.
• Ability to work overtime when required to meet deadlines.
• Ability to lean products, services and procedures quickly and accurately; explain concepts clearly to customers.
• Ability to work branch hours, including weekends and some evening.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups of customers or employees of organization.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts of basic algebra and geometry.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Supervisory Responsibility

• This role has no supervisory responsibilities

Preferred Qualifications
 

• Knowledge and experience with all phases of Bank operations including a treasury services, private banking, retail banking, and commercial banking related environment.
• Ability to manage and cross-sell a client.
• Basic computer skills-ability to interact with clients using banking technology.
• Organized; ability to manage time effectively and to multi-task.
• Self-motivated, thorough, assertive, performs well in a competitive white-glove environment.
• The ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the client's financial relationship.

Minimum Qualifications (education, Experience, & Skills)
 

• High School diploma or GED.
• Two years previous Personal Banker experience.
• General knowledge of Banking products and services preferred
• Minimum of six months of Teller/Cash Handling experience.
• Strong organizational and interpersonal skills
• Ability to break down problems, investigate root causes and identify timely resolutions
• Self-motivated to learn new processes and to adapt and thrive in a fast paced, changing environment
• Maintain attention to the matter at hand with frequent interruptions during the day
• Available to work flexible hours
• Strong self-starter

MapleMark Bank is committed to diversity and inclusion and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Drug Free worker environment