Familiar with all products and services offered by the bank, and is able to service customer needs and requests.
Assists customers with all aspects of opening and maintaining personal and business checking, savings and time deposit accounts to include IRAs, and provides other services as needed.
Sets up new accounts and performs maintenance on appropriate system applications for all types of accounts.
Builds relationships with customers to successfully cross-sell bank products and services through Connections software.
Provides excellent customer service to all customers (internal and external) and is a leader in creating a positive work environment.
Review legal and business documentation.
Print instant issue debit cards and track on appropriate logs.
Follows all bank policies and procedures.
Manages correspondence regarding all types of accounts and prepares documentation as required.
Open, maintenance and set-up billing of safe deposit boxes.
Ensure CSR station is organized, clean and stocked with necessary supplies.
Answers emails and phone calls coming into the branch.
Attends required meetings and trainings.
Perform onsite visits to existing and potential customers.
Perform all job duties and maintain compliance with all banking acts, laws and regulations.
Non-Essential Duties and Responsibilities
Perform other duties such as cash ordering, check orders and ordering supplies.
Backup teller line during vacation and sick leave.
Assist with opening and closing procedures.
Handle branch security duties.
Provides product and customer service training.
Qualifications Required
(Required education may be satisfied by experience and/or working knowledge)
High School diploma or equivalent. At least one year of banking experience to include tellering and new accounts. Must possess a valid driver’s license as some travel to and from branches may be required (Rovers).
Physical Requirements and Working Conditions
Sitting/standing for extended periods of time, requires close visual acuity and the ability to work and operate computer applications and equipment including copy machine, telephone, scanner or other basic business equipment. Ability to lift heavy items that may weigh up to 55lbs (e.g. boxes of copy paper/files, currency counters, coin bags etc.). Ability to perform repetitive finger, hand and arm movements. The job is within the normal office environment range. Some travel between branches may be required (Rovers).
Qualifications Preferred
Two years of banking experience to include tellering, new accounts and IRA knowledge. Being bilingual in Spanish may be required in certain circumstances.
Experience
Required
1 year(s): Banking experience to include opening new accounts
Education
Required
High School/GED or better
Skills
Preferred
Articulating
Client Support
Communication
Confidence
Creativity
Critical thinking
Customer Focus
Customer Service
Customer Support
Decision Making
Dependable
Developing Rapport
Documentation
Email
Emotional Intelligence
Engagement
Enthusiastic
Flexibility
Goal Achievement
Good Judgment
Honesty
Initiative
Integrity
Interpersonal Skills
Listening
Logical thinking
Multitasking
Oral Communication
Patience
Performance
Personal Accountability
Positive Attitude
Prioritization
Problem Solving Ability
Proficiency
Relationship Building
Reliable
Resiliency
Respectful
Security
Self-Confidence
Self-Direction
Self-motivation
Supportive
Teamwork
Telephone
Verbal Communication
Writing
Written Communication
Behaviors
Preferred
Dedicated: Devoted to a task or purpose with loyalty or integrity
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Enthusiastic: Shows intense and eager enjoyment and interest
Loyal: Shows firm and constant support to a cause
Team Player: Works well as a member of a group
Motivations
Preferred
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
Self-Starter: Inspired to perform without outside help
Goal Completion: Inspired to perform well by the completion of tasks
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
