New Mexico Bank & Trust
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at New Mexico Bank & Trust
New Mexico Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"
Under supervision, the Associate Banker (commonly known as a Teller) is responsible for providing exceptional service and quality with every transaction while maintaining confidentially in customer and bank information. Ensure the customer feels welcome and provide them with a one stop experience in processing transactions. A critical success factor for this position will be working with others in the branch to reach branch effectiveness and efficiency goals through identifying customers with financial services needs that are not currently met and coordinating efforts to pair these customers with products our institution offers. The Associate Banker will work with the banking team in attaining banking center goals and constantly striving to improve the profitability of the banking center.
PRIMARY & ESSENTIAL RESPONSIBILITIES:
A. Transaction/Sales Responsibilities:
1. Operates a transaction window daily.
2. Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products or services to customers and actively participates in the referral program and strives to meet individual and branch-team goals (as determined by individual bank).
3. Follows bank policies and procedures as they relate to customer transactions.
4. Maintains confidentiality in handling customer and bank information.
5. Follows security policies and procedures to prevent bank and customer losses.
6. Resolves customer complaints.
7. Maintains a conversational level of knowledge of products and services
8. Opens, closes, and allows, customer’s access to their safety deposit box following specified procedures if necessary.
9. Works collaboratively with the banking team to achieve customer service and sales objectives
10. Actively participates in banking center sales activities, huddles, competitions, meetings, etc.
11. Responsible for partnership referrals.
B. Operations Responsibilities:
1. Maintains an acceptable Cash Over and Short account according to the bank policy guidelines.
2. Prepares Currency Transaction Reports and Monetary Instrument logs.
3. Must be security conscious and comply with all Bank Secrecy Act/Anti-Money Laundering requirements, Privacy of Customer Information Policy, and all consumer protection laws, regulations, and Bank policies as related to assigned job duties.
4. Processes proof transactions.
5. Opens and closes the banking center according to bank security policy.
6. Balances and replenishes ATMs, as needed.
7. Balances the coin machine, credit card cash advance machine, etc., as needed.
8. Completes referral training, annually.
REQUIRED SKILLS & EXPERIENCE:
1. High School Diploma/GED.
2. 1-3 years customer service & sales experience
3. Previous teller or cash handling experience preferred but not required
4. Experience working in a team environment.
5. Experience providing high quality customer service
6. Knowledge of MS Office, Windows and ten key calculator
7. Ability to count and balance cash
8. Attention to detail
9. Ability to read and interpret documents such as policy and procedure manuals
Scheduled Weekly Hours:40
Time Type:Full time
New Mexico Bank & Trust offers you friendly, exceptional service and great banking products. As a customer, you will have the unique opportunity to develop a relationship with banking professionals who really care about you. We take pride in giving our customers the very best banking experience possible.
Our unmatched dedication to customer service is strengthened by our parent company, Heartland Financial USA, Inc. , a multi-billion financial services company that matches our loyalty to the principles of community banking. Our shared values coupled with Heartland's powerful services bring our customers the personal attention they deserve backed by the products and services that make Great Things Happen!
New Mexico Bank & Trust’s team of leaders is fully committed to serving our clients, employees and community.
EOE/AA Employer · M/F/Disabled/Vet
Member FDIC · Equal Housing Lender
Employment at Heartland Financial USA, Inc. is employment at will