Trust Specialist jobs in Lebanon, PA

Description

JOB SUMMARY

Perform client service requests while exemplifying JBT’s SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures. This position serves as the primary “touch point” between JBT and our clients. The Community Bankers are back up to the Branch Experience Managers and may be called on to perform Community Associate work as needed. 

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES

•  Lead by example in the delivery of the SMILE Standards and Non-Negotiables.
•  Consistently deliver high quality JBT service in person, over the telephone, via video conference/chat and during community events. 
•  Have expert level product knowledge related to all branch accounts and services and use this knowledge to broaden and deepen relationships though proactive conversations. Be able to refer clients for non-branch related services (Other Line of Business Referrals).
•  Proactively contact clients with new rates, specials, etc. and to cross sell other products and services.
•  Proactively contact prospective clients with information on new products and services.
•  Ability to answer high level questions about JBT’s digital banking services. Ability to troubleshoot client issues with JBT’s digital banking services.
•  Handle disputes, stop payments, account holds, indemnity bonds, etc.
•  Open and service all types of accounts that the Bank offers. Consistently use the HPG process.
•  Have a high-level knowledge of business account types, needed documentation per the Bank’s CIP Policy, and business account documentation including Resolutions.
•  Assist in the training of other branch personnel on products, services and account opening procedures.
•  Accept/complete consumer loan applications.
•  Complete all work, including but not limited to new account documentation, maintenance and loan applications, accurately. Correct any errors in a timely manner.
•  Maintain proper follow-up with clients.
•  Keep a clean, organized work area and a professional appearance as outlined in the Bank’s Dress Code Policy.
•  Complete BVS 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.
•  Operate and answer the telephone in a professional manner.
•  Perform related duties as assigned including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, and Cash totals.
•  Ensure punctual and regular attendance. 
•  Assist BEM to complete weekly CTR reports, scheduling, coaching, provide over-rides.
•  Handle Fed ordering and shipping. 
•  Order supplies, daily branch balancing, monthly security audit functions and other operational functions as assigned.
•  Knowledge of branch emergency procedures.

Requirements

SKILLS

•  Ability to operate Bank’s systems. 
•  Excellent communication and interpersonal skills.
•  Strong PC and digital banking knowledge and problem solving
•  Proficient mathematics skills.
•  Ability to operate the following office equipment: computer, adding machine, typewriter, telephone, copy machine, fax machine, scanner, TCR.
•  Ability to lift approximately 50 pounds.