CSR

Planters Bank & Trust Company

Job Notice

Planters Bank & Trust Company is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability status, protected veteran status, or any other characteristic by law.    

All Planters Bank employees are required to:

• Live our core values at work each day with your Head, Heart, Hands and Feet.
• Maintain a strict standard of confidentiality involving all transactions.
• Deliver quality service to all customers.
• Possess a team-oriented attitude with a desire to see success in themselves and others.
• Develop a working knowledge of all bank products.

Primary Job Description: Attentive to our customer needs with a welcoming personality; possesses a team oriented attitude with a desire to see success in themselves and others.

To promote and maintain positive relations with all customers and potential customers; to open new accounts (Checking, Savings, CD’s, IRA’s); to establish a rapport with the customer for cross-selling other bank products; provides general office support with a variety of clerical activities and related tasks; answers all incoming calls, directing calls to appropriate associates in a professional and courteous manner.

Duties and Responsibilities:

• Maintain a strict standard of confidentiality involving all transactions.
• Develop a working knowledge of all bank products.
• Promote and maintain positive relations with all contacts, customers, and potential customers.
• Comply with all department and company policies and procedures.
• Contribute to the fulfillment of department and bank’s objectives and goals.
• Meet and greet customers.
• Open and process new accounts, including DDA, Savings and Certificates of deposits.
• Promote the bank’s products and services; consistently cross-sell bank products at every opportunity.
• Research and answer customer inquiries; quote products and rates.
• Research and verify customer account information, and resolve problems for customers as necessary.
• Assist in answering the telephone and transferring calls to the appropriate personnel.
• Perform as a team member in allocating and coordinating the work flow.
• May train new employees and answer co-worker questions.
• Admit customers to safe deposit boxes.
• Ensure that the branch office adheres to all Bank safe deposit regulations.
• Assist loan applicants, checks credit, complete and process necessary documentation in accordance with Bank procedures.
• Serve as back-up Teller on an “as needed” basis.

Secondary or Additional Job Duties:

• This job description in no way states or implies that these are the only duties to be performed. You will be expected to follow any other job-related instructions and to perform other job-related duties as requested by management.

**Please note- Non qualified applications will not be considered for the position. Likewise, applications with false or incomplete information will also not be considered for the position.

Education, Experience, Equipment Skills and other Requirements:

1. High School Diploma or equivalent preferred.
2. Basic Accounting knowledge.
3. Strong verbal, written and telephone/video communication skills.
4. Computer skills keyboard skills, knowledge of various computer programs, word processing software, spreadsheet software, email and use of the Internet.
5. Must be comfortable being on camera and communicating with customers via video monitors.
6. Excellent customer service skills.
7. NCRC Certification minimum level of Bronze
8. Satisfactory Credit Bureau and Background Reporting.
9. Equipment: ten-key calculator, fax machine, photocopier, Integrated Teller Machine.

Physical Requirements: Frequency Weight/Pounds

Sitting 90%

Standing 20%

Walking 10%

Fine Manipulation of Hands 80%

Lifting Frequently 40 lbs

Carrying Frequently 40 lbs

Pushing/Pulling None

Bending/Squatting Frequently