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About The Position
Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.
Requirements
- High school graduate or equivalent.
- Good understanding of financial services and products provided.
- General Customer Service experience required.
- Excellent communication and public relations skills.
- Professional appearance and attitude.
- Ability to operate related computer applications and business equipment including 10-key and telephone.
- Solid math and bookkeeping abilities.
- Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
- Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs.
- Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate.
- And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
- Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.
- Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.
Nice To Haves
- Personal Banker experience preferred.
- Previous banking experience preferred
Responsibilities
- Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans.
- Answers questions and solves problems for clients by listening, collecting data, and securing answers.
- Profiles clients to identify sales opportunities.
- Uses lead lists and other strategies to develop methods of generating additional business.
- Resolves client requests and questions promptly, courteously, and professionally.
- Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested.
- Maintains privacy of customer account information.
- Maintains and projects the Bank’s professional reputation.
- Assists area personnel as required.
- Keeps Banking Center Manager informed of area activities and significant problems.
- Completes required reports and records accurately and promptly.
- Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
- Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit.
- Review new account and data entry, as needed, to ensure accuracy.
- Supporting Treasury Management with new accounts and services for clients.
- Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review.
- Actively and professionally sells Bank products and services. Responsible for meeting sales production goals.
- Performs related clerical duties as needed.
- Ensures that work areas are clean, secure, and well maintained.
