Description

Position Purpose:  

This position is responsible for demonstrating a passion for excellence while assisting new and existing customers with their immediate, short-term and long-term financial needs through the handling of transaction, new account openings, and appropriate partner referrals and complying with regulations, policies, and procedures

Responsibilities:

• Deliver outstanding service while performing a variety of customer transactions and inquiries.
• Offer guidance to customers and provide a full spectrum of customer services.
• Set, achieve, and exceed service standards by adhering to established Service Quality Standards.
• Achieve individual sales goals. 
• Support accomplishment of branch sales goals by identifying customer needs and promoting/selling the Bank’s products/services.
• Develop strong customer relationships through performing new account follow-up for business and personal accounts and performing account maintenance in a timely manner.
• Identify opportunities to grow relationships and independently call on and develop new, existing, and prospective consumer and business customers.
• Complete arrangements and documents for special services.
• Stay informed of industry trends, competitor information, and maintains knowledge of the Bank’s products/services and pricing.
• Utilize software to identify customers’ needs and refer to other lines of business.
• Perform branch functions and support other branch employees.
• Adhere and help to ensure adherence to operational guidelines. 
• Audit drawers and perform spot checks on cash drawer limits when necessary.
• Plan, monitor and adhere to the cash requirements of the branch; place cash order and prepare shipment.
• Endure satisfactory audit ratings are achieved at the branch level. 
• May provide Notary services, Signature Guarantee and serve as back up for branch leadership when necessary.
• Maintain compliance with and adhere to all state and federal regulations and bank policies.
• Other tasks as assigned.
• Create value for the bank and its employees.
• Be a good teammate.
• Live our core values.

Organizational Relationship

This position reports to the Branch Manager or Regional Manager.

Position Administration

Position Code: Administrative Support Service Worker

FLSA: Non-Exempt

Requirements

Education:

• High school diploma or equivalent. 

Skills:

• Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook). 
• Strong presentation skills. 
• Demonstrated track record of meeting sales and service goals. 
• Organizational skills and attention to detail. 
• Strong decision-making/problem resolution skills.

Abilities:

• Work all branch hours, including weekend and evenings required. 
• Attention to detail with accuracy. 
• Ability to operate on a team.
• Ability to ask questions and build rapport. 
• Must maintain internal and external confidentiality. 
• Successful completion of the required background checks.

Preferred Qualifications:

• Minimum of one-year experience in cash handling/customer service, as well as sales experience, focused in cross-selling products and services required.