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.

Position 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

AMERICANS WITH DISABILITY SPECIFICATIONS:

1. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
2. While performing the duties of this job, the employee is occasionally required to stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel; crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
3. Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
4. While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time.
5. The noise level in the work environment is usually moderate.

Employee will participate in required training and comply with BSA/AML policies and procedures, including USA Patriot Act, Anti-Money Laundering, OFAC and CIP compliance.

Employee will protect the confidentiality and integrity of customer and bank confidential information and report any incidents suspected or confirmed to their supervisor and/or Information Security Officer.

The employee is expected to adhere to all agency policies and to act as a role model in the adherence to agency policies. I have read and understand this explanation and job description.

This job description may be modified, at any time to meet the organization’s needs.

Our mission is to enhance shareholder value and support our communities by consistently delivering industry leading financial products and services, through competent, professional, and dedicated staff who are committed to providing an exceptional customer service experience.

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.