Job Description

POSITION SUMMARY

This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.

PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES

1. Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions
2. Build relationships with customers by identifying needs and offering solutions
3. Provide accurate information to customers based on product and service knowledge and understanding of the banking industry
4. Sell, open and maintain banking products and services to new and existing customers
5. Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes)
6. Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts
7. Possess an understanding of the services of the Business Online Cash Management offers
8. Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes
9. Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending
10. Handle financial transactions efficiently and effectively with all customers (including, but not limited to: deposits, withdrawals, advances, loan payments and merchant transactions)
11. Maintain a balanced cash drawer
12. Meet or exceed all established branch goals and contribute to branch deposit growth
13. Perform ITM duties in applicable markets

ROLE QUALIFICATIONS:

Education

• High school diploma or equivalent required

Other Skills and Abilities

• Accounting or banking experience encouraged
• Strong math skills; add, subtract, multiply and divide in all units of measure
• Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees
• Must be able to multi-task in a busy environment
• Understands computer and other equipment capabilities and limitations
• Exceptional organizational and time management skills; ability to function well in a fast-paced environment
• Maintain a complete understanding of regulatory and compliance policies and procedures
• Must be able to work flexible hours and shifts
• Travel to/from and work in multiple locations; must have a valid driver's license and reliable transportation

PM21

PI602cc712f7d6-31181-37166986

Job Tags

Similar Jobs