Assistant Head Personal Banker
JOB TITLE: ASSISTANT HEAD PERSONAL BANKER
DATE: OCTOBER 2024
DEPARTMENT: PERSONAL BANKER/OPERATIONS
REPORTS TO: HEAD PERSONAL BANKER
STATUS Non Exempt/ Exempt
To be considered for this position, please complete a PBT application.
www.pbtc.net
Peoples Bank & Trust Co. has an opening for FT Assistant Head Personal Banker at our Troy, MO location. Please see the below job description for duties and responsibilities.
Please note this position does require working every other weekend.
Week 1
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Week 2
Monday
Tuesday, Wednesday 8:00 am – 5:00 pm
Thursday
Friday
Schedules are subject to change depending on the needs of the bank.
Applicants should submit a PB&T Application to HR by Friday, March 21, 2025.
SKILLS REQUIRED: Preferably two years related experience as a Personal Banker with
above average performance required. Requires a sound knowledge of PBT’s established
procedures, methods, and policies especially BSA. Excellent communication skills, customer
service skills and leadership/management skills required to address discipline issues with the
Head Personal Banker and/or Branch Manager. Able to address and resolve difficult customer
complaints. Must be computer literate and knowledgeable in Microsoft Excel, Microsoft Word,
Core Director, and teller system. Requires ability to handle multiple projects and priorities in a
fast-paced environment. Must be able to work independently with little or no supervision, be a
proven team player and be able to adapt to change quickly.
JOB SUMMARY: Requires a sound knowledge of the Bank’s established procedures, methods,
and policies especially BSA. Works with Head Personal Banker to ensure policies/procedures
are being followed by branch tellers. Requires ability to handle all duties as Assistant Head
Personal Banker as well as additional duties described below. Expected to handle advanced
work, transactions, and questions.
PRIMARY DUTIES:
- Thorough knowledge of banking laws and regulations and PBT’s policies and procedures especially BSA
- Acts in the capacity of Head Personal Banker in their absence.
- Proficient at and will perform daily Personal Banker duties.
- Provide assistance and instruction to Personal Bankers as needed.
- Assist in supervising branch Personal Bankers and day to day operations of the department. This includes but is not limited to setting work schedules and assigning specific job duties. Monitor workflow of Personal Bankers to ensure that customers are being handled in a timely manner and that the highest level of customer service is given to customers.
- Assist in monitoring performance of branch Personal Bankers to ensure that all established bank policies and procedures are being followed. Assist Head Personal Banker in administering discipline when required to direct charges.
- Assist other Head Personal Bankers/Personal Banker Manager/Supervisors if an issue involves branch.
- Train or assist in training of new Personal Bankers in department and ensure ongoing training of department staff.
- Monitor, research and resolve cash outages.
- Assist in the weekly ordering of currency. Prepare, receive, and process cash shipments to and from the Federal Reserve and other PBT locations.
- Assist in compiling reports required by management, including but not limited to:
a. Annual performance reviews
b. Balancing all cash totals (teller/coin/vault, etc.)
c. Maintaining a balanced vault and performing a physical vault balance twice weekly
d. Large Cash Transactions
e. Review CTRs, SARs, Holds
f. Other reports as needed - Participate in Head Personal Banker meetings, as needed.
13. Performs other tasks/duties as requested by Supervisor as they relate to the Bank and
its functions.
EDUCATION REQUIREMENTS: Requires a high school education or equivalent work
experience that demonstrates the ability to read, write, interpret, and apply instructions to
perform the required activities. Should have strong mathematical aptitude and the ability to use
a calculator, computer, applicable software programs and other office equipment.
PHYSICAL REQUIREMENTS: Must be able to stand for long periods of time. Be able to lift
heavy coin bags/boxes or bundles of currency. Manual dexterity required.
Peoples Bank & Trust Co. is an Equal Opportunity Employer. All qualified applicants will receive
consideration for employment without regard to race, color, religion, sex, sexual orientation,
gender identity, national origin, or protected veteran status and will not be discriminate against
on the basis of disability.