SUMMARY. To direct the overall activities of the branch to continually achieve the following four objectives. Serve the customers within our market area at a superior level. Continually strive to meet branch goals and earn a fair and equitable return for our shareholders. Maintain and acquire productive, diverse, and creative employees. Invest time and money in our personnel so that they learn, grow, and become well-rounded employees who enjoy wo...
SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
Assists Trust Company employees with clerical/administrative support and assists clients with needs pertaining to their trust accounts when officers are not available. ESSENTIAL DUTIES and RESPONSIBILITIES. File correspondence, bill paid, legal documents, memos, and asset processing in documentary and original files. Process Employee and Employer contributions received through the recordkeeping system. Set-up and monitor recurring payments from c...
SUMMARY. Document, support and maintain customer calls and computer hardware. . ESSENTIAL DUTIES RESPONSIBILITIES. . Respond to routine support requests via phone, email and work orders utilizing the company support tracking software. Research more complicated support requests and routes to appropriate personnel as necessary. Ensure all work orders are completed timely. Maintain, troubleshoot and administer company PC applications and hardware. ...
SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
SUMMARY. To direct the overall activities of the branch to continually achieve the following four objectives. Serve the customers within our market area at a superior level. Continually strive to meet branch goals and earn a fair and equitable return for our shareholders. Maintain and acquire productive, diverse, and creative employees. Invest time and money in our personnel so that they learn, grow, and become well-rounded employees who enjoy wo...
SUMMARY. This role is responsible for the review and modification of Defined Contribution plans. Additional responsibilities include plan testing, preparation and filing of various IRS and DOL forms, participation in client consultation meetings and Plan terminations. Additionally, this role will conduct research, analysis and audits of various plans and assist in new procedure development and training. ESSENTIAL DUTIES AND RESPONSIBILITIES. Rev...
SUMMARY: This position will fulfill the duties of a Universal Banker as described below by traveling as needed between multiple offices. This travel may include multiple locations within a single work day. Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts...
SUMMARY. This position will assist agency insurance representatives in gathering all necessary documents for new clients and enter information into agency management system. This role will also partner with insurance representatives to manage and maintain existing accounts including account servicing (change requests, renewals, etc.), marketing and account rounding. The IAM will set the standard for high levels of client satisfaction in meeting...
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral...
SUMMARY. This position will fulfill the duties of a teller as described below by travelling as needed between multiple offices. This travel may include multiple locations within a single work day. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL ...
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral...
