Essential Duties
1. Performs various duties to support the Banks marketing and outside sales functions as follows:
a. Works with the CAO Compliance Officer and HR to create and implement marketing and public relations programs that will promote all services and products and favorably project the Banks image and goals.
b. Participates in the selection of appropriate advertising and determines the best media to use to convey the Banks ideas; monitors result and reevaluates efforts.
c. Participates in the selection of product promotional programs; communicates information to employees and assists with the implementation of such programs.
d. Prepares and distributes materials relating to presentations promotions and advertising.
e. Maintains an accurate and current awareness of the marketing programs of competitive financial institutions; identifies current customers and possible opportunities for increased business.
f. Is a member of the Banks ALCO committee.
g. Develops and reviews market research data on a regular basis to gather information on interest rates for loans and deposits and information on related products and services.
h. Assists in the implementation of specific and measurable marketing objectives.
i. Manages the Banks website Intranet Company Store and Promo Store programs.
j. Attends and represents the Bank at various community business and educational functions to develop an awareness of the Banks services and to strengthen the Bank.
k. Maintains a thorough knowledge of the features and benefits of all Bank products and services in order to ascertain customer needs and to sell in conjunction with these needs.
l. Solicits new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.
m. Coordinates Bank involvement in community and civic activities:
1) Acts as liaison with sponsoring group.
2) Communicates and schedules activities.
3) Recruits participation from bank staff.
n. Provides assistance with employee training including the development maintenance and updating of training resources.
1. Performs a variety of duties to support the customer service function of a branch office of which the following are illustrative:
a. Completes the documentation and performs upload processing on all types of new deposit accounts; provides proper disclosures to customers.
b. Manages safe deposit box activity including the opening entry and closure of boxes as well as the re-keying or drilling of boxes.
c. Observes suspicious behavior and reports such activity to supervisor or other management personnel.
d. Provides support to office customer service personnel engaged in establishing quantitative customer service and sales objectives on an annual basis as warranted; this activity to be integrated with the divisions annual marketing/sales plan.
e. Provides assistance as requested to office customer service personnel involved in soliciting new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.
f. Provides customer service information on a timely basis in order that this information may be included as part of monthly and year-to-date performance reports.
g. Serves as a member of the office sales team.
h. Maintains a thorough knowledge of the features and benefits of all Bank products and services in order to ascertain customer needs and to participate in selling in conjunction with these needs.
i. Provides direct service to customers of the Bank with respect to deposit products and services; provides pertinent information on other products and services e.g. loans as needed.
j. Assists customers in obtaining specialized services from other Bank departments as necessary; provides help to customers with specific inquiries or service problems.
2. Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
3. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
4. Cooperates with participates in and supports the adherence to all internal policies procedures and practices in support of risk management and overall safety and soundness and the Banks compliance with all regulatory requirements e.g. Community Reinvestment Act (CRA) Bank Secrecy Act (BSA) Equal Credit Opportunity Act etc.
5. Reports pertinent information to the immediate supervisor as requested or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate Bank personnel.
6. Responds to inquiries relating to his/her particular area or to requests from customers other Bank personnel etc. within given time frames and within established policy.
Education/Training: A B.S. or B.A. degree in related field normally required. Additional specialized training in Marketing or Design.
Skill(s): Proficient reading writing grammar and mathematical skills; proficient interpersonal relations and communicative skills; moderate PC skills. Proficiency in analyzing interpreting and implementing marketing strategy; a working knowledge of current and proposed bank regulations affecting the marketing function; proficient PC and Desktop Publishing skills; ability to bend stoop reach and lift items weighing 50 lbs. or less; visual and auditory skills; valid drivers license.
Experience: A minimum of two (2) years experience in related positions normally required.
Required Experience:
IC