PT Community Associate - Newmanstown

Posted 5 Days Ago
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Newmanstown, PA, USA
In-Office
Entry level
Financial Services
The Role
Provides in-person, drive-up, telephone, and community-event banking service; processes deposits, withdrawals, checks, loan payments, and monetary instruments; balances cash drawers and branch equipment; explains digital banking services; makes product referrals; maintains compliance, confidentiality, fraud-prevention, and professional service standards.
Summary Generated by Built In

Description

JOB SUMMARY

Perform transactional duties and responsibilities while exemplifying JBT’s SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures applicable to transactions processing. 

DUTIES AND RESPONSIBILITIES

  • Provide SMILE Standards service to clients at all times and actively seek out and meet their banking needs.
  • Consistently deliver high quality JBT service in person, through the drive-up, over the telephone and during community events using JBT’s Non-Negotiables.
  • Working knowledge of branch products and services. Expands relationships though recommendations designed to assist client. Refers clients to appropriate partners for additional needs.
  • Ability to answer basic questions about JBT’s digital banking services.
  • Keep a clean, organized work area and a professional appearance as outlined in the Bank’s Dress Code Policy.
  • Accurately, efficiently, and promptly perform client transactions (including those received by mail or night deposit): cashing checks, deposits, withdrawals, selling of monetary instruments, loan payments, etc.
  • Balance cash drawer/debits and credits accurately and in a timely manner using the Teller system. Maintain an orderly cash drawer within the Bank’s approved cash limits. 
  • Complete BAI courses as assigned.
  • Respect the confidentiality of information obtained through or as a consequence of employment.
  • Actively utilize CRM System to enhance client experience. 
  • Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks.
  • Perform related duties including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, etc.
  • Ability to complete forms via Edit Merge Doc or located on JBT Connect.
  • Ensure punctual and regular attendance.
  • Promote and preserve JBT’s values and culture.
  • Follow Bank policy and procedure to prevent fraud and financial crimes.
  • Other duties as assigned.

Requirements

SKILLS REQUIRED

  • Ability to operate Bank’s systems. 
  • Excellent communication and interpersonal skills.
  • Proficient mathematics skills.
  • Ability to operate the following office equipment: computer, telephone, copy machine, fax machine, scanner, TCR.
  • Ability to lift approximately 50 pounds.

Skills Required

  • Ability to operate the bank's systems
  • Excellent communication and interpersonal skills
  • Proficient mathematics skills
  • Ability to operate computers, telephones, copy machines, fax machines, scanners, and TCR equipment
  • Ability to lift approximately 50 pounds
  • Punctual and regular attendance
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The Company
HQ: Cleona, PA
160 Employees
Year Founded: 1873

What We Do

JBT is a Pennsylvania community bank serving local people, families, and business owners throughout the Lebanon area. Founded in 1873, it provides personal and business banking solutions, including deposit accounts, digital banking, lending, mortgages, home-equity credit, credit cards, and certificates of deposit. JBT emphasizes personalized financial service, community involvement, and products designed to meet customers’ actual day-to-day banking and financial needs.

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