Community Banker Job Description

Choose a study mode

Play Quiz
Study Flashcards
Spaced Repetition
Chat to Lesson

Podcast

Play an AI-generated podcast conversation about this lesson
Download our mobile app to listen on the go
Get App

Questions and Answers

A Community Banker I is expected to demonstrate which of the following customer service behaviors?

  • Adhering to the Katahdin Trust Customer Service Manual guidelines. (correct)
  • Discouraging customers from exploring additional bank products and services.
  • Limiting communication to only essential banking information.
  • Prioritizing the completion of transactional duties over customer interactions.

What role does a Community Banker I play in branch development?

  • They have no direct involvement in branch development activities.
  • They focus solely on individual sales targets without regard for branch-wide goals.
  • They are primarily responsible for independently creating and implementing new branch strategies.
  • They participate in developing and fostering branch growth strategies within the team. (correct)

What is the primary reporting structure for a Community Banker I?

  • To a regional compliance officer.
  • To a team of rotating supervisors from various departments.
  • To the Branch Manager or designee. (correct)
  • Directly to the Chief Executive Officer.

What is the expected level of knowledge a Community Banker I needs regarding bank software?

<p>Complete knowledge of all applicable bank software. (D)</p> Signup and view all the answers

From the list below, identify the most important responsibilities for a Community Banker I.

<p>Establishing, growing, and retaining customer relationships. (C)</p> Signup and view all the answers

What educational qualification is generally required for the position of Community Banker I?

<p>High school graduate or equivalent. (D)</p> Signup and view all the answers

A Community Banker I can be expected to?

<p>Perform a wide variety of branch functions. (D)</p> Signup and view all the answers

How should a Community Banker I approach continued learning and development?

<p>Invest in continued self-learning to aid personal and professional growth. (C)</p> Signup and view all the answers

Which of the following is NOT an essential function of the Community Banker I position?

<p>Managing the bank's investment portfolio. (D)</p> Signup and view all the answers

What physical requirements might a Community Banker I frequently encounter?

<p>Frequently lifting and/or moving items weighing up to 10 pounds. (A)</p> Signup and view all the answers

What is expected of a Community Banker I in terms of adapting to changing work conditions?

<p>Flexibility and adaptability. (B)</p> Signup and view all the answers

What does 'fully computer literate' mean in the context of the Community Banker I position?

<p>Proficiency in using various computer applications relevant to banking tasks. (B)</p> Signup and view all the answers

According to the job description, what duties could a Community Banker I be assigned in addition to their essential functions?

<p>Assisting other departments. (A)</p> Signup and view all the answers

What is the Community Banker I expected to do with bank policies, laws and regulations?

<p>Comply with all bank policies, laws, and regulations. (B)</p> Signup and view all the answers

Prior banking experience is listed as what type of qualification for a Community Banker I?

<p>Preferred. (C)</p> Signup and view all the answers

What is the frequency of regional travel for a Community Banker I?

<p>Occasional. (D)</p> Signup and view all the answers

What is NOT an essential function of the Community Banker I Role?

<p>Approving large commercial loans. (B)</p> Signup and view all the answers

What is the primary responsibility of Community Banker I when it comes to customer inquiries?

<p>Provide prompt, efficient and accurate service. (C)</p> Signup and view all the answers

What skill is expected of a Community Banker I in a team environment?

<p>Ability to work well in a team. (A)</p> Signup and view all the answers

What is the expected level of communication skills?

<p>Communicating Professionally and effectively. (D)</p> Signup and view all the answers

Flashcards

Community Banker I Responsibilities

Performing transactional duties and customer service, knowing bank products, using bank software, and regional travel.

Customer Interaction

Greeting, directing, and assisting customers in a professional manner.

Service Standards

Providing quick, efficient, and correct service in handling all client transactions, issues, and inquiries.

Customer Relationships

Establishing, growing, and keeping customer connections through excellent service and matching products to needs.

Signup and view all the flashcards

Branch Growth

Sharing in the creation and nurturing of branch growth strategies.

Signup and view all the flashcards

Self-Development

Continuing to learn for personal and professional growth. The bank encourages you to improve.

Signup and view all the flashcards

Essential Skills

Adaptable, customer service skills, computer literate, and teamwork.

Signup and view all the flashcards

Physical Requirements

Ability to lift up to 50 pounds and vision abilities include close vision, peripheral vision, depth perception, and ability to adjust focus.

Signup and view all the flashcards

Commitment to customer satisfaction

Following trust guidelines to ensure satisfaction and superb service.

Signup and view all the flashcards

Essential Job Functions

Performing these duties either unaided or with reasonable accommodation.

Signup and view all the flashcards

Daily Job Requirements

The employee is frequently required to walk; sit; use hands to finger handle or feel; and talk or hear.

Signup and view all the flashcards

Study Notes

  • Position: Community Banker I
  • Department: Retail Services Division
  • Reports to: Branch Manager
  • Supervise: n/a
  • Date: 2018

General Summary

  • Under the supervision of the branch manager or designee and according to bank policies, the position performs various branch functions.
  • Responsibilities include knowledge of transactional duties, customer service functions, and bank products/services.
  • Learning and using all applicable bank software is a must, as is occasional regional travel.
  • Duties may vary depending on the branch base.

Essential Functions

  • Greets, directs, and assists customers.
  • Communicates professionally and effectively.
  • Provides prompt, efficient, and accurate service for transactions, issues, and inquiries.
  • Displays commitment to customer satisfaction and ensures excellent service by following the Katahdin Trust Customer Service Manual.
  • Establishes, grows, and retains customer relationships by providing excellent service and assisting customers with appropriate products and services.
  • Participates in developing and fostering branch growth strategies.
  • Invests in continued self-learning for personal and professional growth.
  • Performs additional duties as assigned which may include assisting other departments.
  • Complies with all bank policies, laws, and regulations.

Skills/Experience/Training Qualifications

  • Must be a high school graduate or equivalent.
  • Requires customer service skills.
  • Must be flexible and able to adapt to changing working conditions.
  • Needs to work well in a team environment.
  • Requires computer literacy.
  • Prior banking experience is preferred.

Working Conditions

  • Job frequently requires walking, sitting, using hands, and talking or hearing.
  • Regularly requires standing, reaching, climbing, balancing, stooping, kneeling, and crouching.
  • Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
  • Specific vision abilities required include close vision, peripheral vision, depth perception, and the ability to adjust focus.
  • Occasional travel to functions outside the bank is required.

Studying That Suits You

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

Quiz Team

Related Documents

More Like This

Use Quizgecko on...
Browser
Browser