General Summary
Under general supervision, but in line with established policies & procedures, provide a variety of service functions for customers. Answer customers’ questions and explain available products and services to best meet the needs of the customer.
Principal Responsibilities and Duties
- Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
- Provide customers with an explanation of different account options and ownership type.
- Keep up to date on CNBs product knowledge and provide detailed explanations of all bank products and services.
- Ensure all new accounts are properly processed by preparing all the paperwork and assisting customers in signing the necessary documents.
- Open IRA and make customer aware of the various legal requirements.
- Process check orders.
- File copies of signature cards, death certificates, and corporate papers.
- Update and process all account maintenance such as name, address, and account signer changes.
- Initiate order for debit cards, and process documents for lost, closed, or stolen debit cards.
- Check customer information with the OFAC life.
- Process customers through CIP program.
- Maintain regular and punctual attendance.
- Work cooperatively with others.
- Work overtime as needed.
- Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.
Skills and Abilities Required
- Ability to establish and maintain cooperative working relationships with co-workers and the public.
- Ability to work on computer and 10-key, as well as answer phones.
- Ability to count large sums of money.
- Make appropriate job decisions following standard office policies and past precedents.
- Ability to adapt to technological changes and apply new knowledge to responsibilities.
Working Conditions
- Exposed to a potentially hazardous condition-robbery.
- Perform a variety of duties, often changing from one task to another of a different nature.
- Considerable effort and eyestrain from continued accuracy verification of all work completed.
Physical Requirements
- Move office equipment, and files weighing 10+ pounds.
- Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- Must be able to remain in stationary position 80% of the time to process work and assist customers.
Skills Required
- Knowledge of and compliance with banking laws, regulations, and CNB policies and procedures
- Ability to explain account options, ownership types, and bank products to customers
- Prepare paperwork and properly process new accounts, including IRAs
- Process check orders and initiate/process debit card orders and lost/closed/stolen card paperwork
- Perform OFAC checks and process customers through the CIP program
- File and maintain signature cards, death certificates, corporate papers, and account maintenance changes
- Proficient with computer systems, 10-key, and telephone systems
- Ability to count large sums of money accurately
- Ability to establish and maintain cooperative working relationships with coworkers and the public
- Ability to remain stationary ~80% of the time and move office equipment/files weighing 10+ pounds
- Willingness to work overtime as needed and maintain regular, punctual attendance
What We Do
Community National Bank, established in 1983, is a locally owned community bank dedicated to the success of its communities. It blends high-tech solutions with personalized care to create a seamless, customer-centric banking experience, combining the latest technology with a human touch to revolutionize how banking services are delivered. The bank strives to exceed client expectations by offering convenience, security, and a personal connection in every interaction.
