Banker In Training

Job Description

Description POSITION FUNCTION The Banker in Training program is a hands-on, development-focused role designed for individuals looking to start or advance their career in banking. This program prepares you to deliver outstanding service, gain product knowledge, and develop the skills necessary to become a successful Universal Banker. You’ll rotate through key areas of branch operations and customer engagement, building the confidence and capability to support a wide range of banking needs, from teller transactions to opening accounts, and eventually, deeper financial conversations. KEY RESPONSIBILITIES Customer Transactions/Customer Service: Accurately process customer transactions including deposits, withdrawals, transfers, check cashing, loan payments and ATM processing. Efficiently handle customer inquiries, identifying and resolving basic issues promptly. Accurately document customer interactions, complaints, and suspicious activities in the appropriate bank systems. Account Maintenance/Use of Bank Systems: Assist customers with account recommendations, support customers with closing accounts, updating account information, and providing information on various banking products and services. Verify customer identity, account information, and funds availability to prevent fraud while ensuring accurate documentation in banking and CRM systems. Quickly identify and effectively resolve issues, handle minor technical problems with banking systems, and offer solutions that meet company and customer needs using in-depth product and systems knowledge. Cash Handling: Manage and balance cash drawers daily by accurately recording all transactions, ensuring no discrepancies, and following proper cash handling procedures. Perform dual control activities, including vault opening/closing, ATM maintenance, ensuring strict adherence to securit