Retail Advisor, Rockwell

Essential duties and responsibilities:

  • Provide prompt, efficient, and courteous customer service for each customer coming into the branch.  Handle all customer transactions relating to any deposit product offered by the bank. Accurately maintain a cash drawer and vault in a manner consistent with bank policy.
  • Participate in business development by identifying and offering bank services and making referrals on other appropriate bank products and services.
  • Explain and promote products/services most appropriate for the customer's needs.
  • Make calls to existing and potential customers to strengthen current customer relationships as well as develop new business
  • Understand the policies, procedures, and regulations of banking. Keep abreast of relevant governmental regulations, current industry matters, and any changes that occur.
  • Open personal and business accounts and prepare all related documentation.  Enter required data on system for accounts/services opened.
  • Provide backup support to other branch offices as needed.  Travel may be necessary to ensure adequate staff coverage is maintained during absences.
  • Participate in bank-sponsored events as outlined in financial institution’s “Community Events Program”.
  • Provide administrative support to the Loan Officer when requested. Accept loan payments and process according to bank standards.
  • Due to the nature of banking in small communities, responsibilities may include accepting and processing a variety of payments for local residents
  • Perform other duties as assigned.

Desired knowledge, skills, and abilities:

  • Thorough knowledge of banking products and services. Understand basic financial concepts and terminology. Includes both the deposit gathering and lending functions.
  • Demonstrated ability to successfully work with customers and provide outstanding customer service contact on a regular basis.
  • Ability to work in an environment with sensitive information, maintaining a high level of confidentiality at all times. Ability to follow guidelines and any bank related compliance or regulations.
  • Excellent communication skills, both written and verbal.
  • Demonstrated ability and willingness to work cooperatively in a team environment, with bank staff at all levels.
  • Proficient in basic computer skills using Microsoft Office products, along with the ability to quickly learn and effectively utilize new technology.
  • Strong organizational skills with ability to prioritize multiple tasks and work under pressure.
  • Ability to stand for extended period of time.
  • Ability to lift up to 50-pound bags of coin occasionally.


Education: High school diploma or equivalent required.


  • 6 months’ cash handling experience, with responsibility for own cash drawer.
  • Prior experience in a customer contact position required.
  • Previous sales experience preferred.
  • Two years of experience in a bank setting is preferred.

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Employment Application

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