Certified Personal Banker 1

Five Star Bank Warsaw, NY
Five Star Bank is committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, or any other protected characteristic. Five Star Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 585-786-4344, or 585-786-1417.

Location/Affiliate: Brighton Branch, Brighton NY

Department: Retail Banking

Hours/Schedule: Position is scheduled for 40 hours per week. Regularly scheduled hours will be: Monday-Wednesday (8:30am-5:00pm), Thursday through Friday (8:30am - 6:00pm), and Saturday (8:30am - 1:00pm); rotating Saturday schedule. When working a Saturday schedule, rotate with time off during the week). Flexibility is needed to occasionally work more or different hours to cover for vacations and holidays.

Position Title: Certified Personal Banker 1

Reports To (Title): Call Center & Branch Operations Manager or Branch Manager

Department: Retail Banking

Completed By (Name): Retail Managers

FLSA Status: Non-Exempt

Purpose: The Certified Personal Banker 1 will manage the customer experience from the beginning to end, efficiently handling service transactions, identifying financial needs, recommending products and services, and making referrals to the appropriate channel or source. The Certified Personal Banker 1 will have a thorough understanding of Bank products and services as well as Bank policies and regulations. This position will engage in outbound/inbound calling sales and service activities as well as face to face interactions in providing exceptional customer service for current and prospective bank customers.

Scope and Direction

Area of Responsibility: Retail Banking

Degree of Supervision Received (Minimal, Moderate or Extensive): Minimal to Moderate

From (Title): Call Center & Branch Operations Manager or Branch Manager

Essential Functions: The major duties of the job that constitute the fundamental tasks and or responsibilities of the position. Employees must be able to perform the essential functions of the position with or without reasonable accommodations.

1. Accountability and ownership for meeting or exceeding established sales goals as assigned.

2. Educates customers on alternate delivery methods and channels.

3. Evaluates the needs of customers and recommends appropriate financial products and services.

4. Identifies and acts upon opportunities to refer customers to specialists in other lines of business.

5. Generates, identifies, and expands customer relationships utilizing defined prospect lists.

6. Accepts and processes loan applications.

7. Applies knowledge of bank policies and procedures to appropriately and efficiently resolve customer account issues.

8. Responsible for ensuring cash and negotiable instrument control measures including cash management, strike, shipping and cash ordering, vault currency, vault balancing, vault related controls and submits reports as assigned in a timely manner.

9. Responsible for accurately processing transactions for customers (e.g. deposits, loan payments, cashing checks, redeeming bonds, selling gift cards) in a courteous and professional manner. Provides prompt, efficient, and accurate service.

10. Demonstrates the standards and principles of the Five Star Bank experience in every interaction with internal and external customers and associates. Incorporates the high performance behaviors of teamwork, leading by example and service in every facet of work.

11. This job description is not exhaustive. The Certified Personal Banker may be required to perform other duties as assigned.

Job-Related Qualifications


Required: Associate's Degree in Business or related field

* OR-

Required: High School Diploma or equivalent

Preferred: Bachelor's Degree

Prior Experience:

Years: 1+ Type: Retail Banking

Years: 2+ Type: Retail Banking

* OR-

Years: 1+ Type: Internal Teller, or Banking Platform, or combination of both

Years: 1+ Type: Retail Banking

Licenses or Accreditation:

Required: Registration with Nationwide Mortgage Licensing System Registry (NMLS) to obtain a unique identifier that is provided to consumers in accordance with all SAFE Act requirements. Renews registration with NMLS annually. Maintains and updates personal registry information as necessary to include name changes, employment changes, etc.

Preferred: Notary Public


1. Strong sales orientation and customer focused

2. Excellent interpersonal and communication skills (both written and verbal)

3. Strong organizational skills with the ability to multitask and prioritize

4. Possess basic math skills including the ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages

5. Experience with Windows-based PC's with the ability to learn new and existing banking software

6. Ability to learn and utilize new technology effectively and efficiently

7. Reliable in fulfilling hours scheduled and consistently punctual

Physical Requirements:

1. Ability to work rotational weekend schedule

2. Ability to travel frequently between Branch locations

3. Able to regularly sit or stand for prolonged periods of time

4. Extensive computer usage is required

5. Moderate to extensive phone usage is required

6. Ability to perform repetitive motion throughout shift

Note: At a later stage in the application process, applicants will be required to provide information about their criminal conviction history, if any, and to authorize the procurement of a consumer report that will contain, among other things, information about criminal conviction history. Except as required by applicable law, past criminal convictions will not automatically disqualify an applicant from employment, and Five Star Bank will only consider such history in accordance with applicable law. Please be advised, however, that federal law prohibits Five Star Bank from employing "any person who has been convicted of any criminal offense involving dishonesty or a breach of trust or money laundering, or has agreed to enter into a pretrial diversion or similar program in connection with a prosecution for such offense" unless the FDIC has provided prior written consent.

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