1 Receptionist / Teller Job in Naples, FL
Finemark National Bank is Hiring a Receptionist / Teller Near Naples, FL
Position Summary. This position provides various services to FineMark’s clients. Performs regularly as a receptionist and as a teller. As the first point of contact in the office, responds to client inquiries and resolves basic client concerns in a professional and expeditious manner. Serves as back-up to relationship bankers, offering and providing banking services to clients as needed. May refer to, and/or collaborate with, other professionals within the bank to provide additional services including, investment and trust. Ensures compliance with all federal and state banking regulations and established bank policies and procedures.
Essential Job Functions:
- As a receptionist, warmly greets all clients and visitors as they enter the office; offers refreshments and ensures their comfort
- Answers incoming calls in a courteous and professional manner; answers inquiries or directs callers to the appropriate area for assistance
- Addresses client concerns expeditiously to achieve satisfactory long-term resolutions and client satisfaction
- Provides teller services and ensures all teller transactions are accurate and completed in a timely and efficient manner
- Prepares all documents for encoding, balancing, and processing; balances currency, coins and checks daily, reporting any discrepancies
- Prepares currency transactions and suspicious activity reports, as required
- Handles cash shipments to/from Federal Reserve or other offices
- Maintains banking logs and records according to bank policy
Provides account research, account maintenance and online banking / bill-payment assistance
Based on individual client needs, opens a variety of deposit accounts (checking, savings, money market, IRAs, and CDs) as well as, providing other services such as sweep accounts, remote deposit, direct deposit, wire transfers, and internet banking - Based on client needs, refers clients to other professionals within the bank to offer investment, trust, and lending services
Develops and fosters long-term client relationships by consistently providing an excellent level of service in all client interactions - Maintains contact with existing clients to enhance the client relationship and develop referrals
- Uses Salesforce (contact management system) to maintain client files
- Performs other related duties as required and assigned by management
Position Qualifications:
- A minimum of two years’ teller experience
- Prior relationship banker experience a plus
- FIS banking software experience a plus
- Strong mathematical and analytical skills required
- Planning/organizing skills - the individual prioritizes and plans work activities, uses time efficiently and develops realistic action plans
- Must be proficient in Microsoft Office: Outlook, Word, and Excel
- Excellent interpersonal and communication skills required
- Possesses ability to make decisions with limited supervision
- Regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required. This is not a remote-work position.
ADA Job Description: The physical requirements and activities described herein 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.
Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.
Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.
Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary.
Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.
Job Summary
Full Time
$37k-45k (estimate)
03/09/2024
05/09/2024
The following is the career advancement route for Receptionist / Teller positions, which can be used as a reference in future career path planning. As a Receptionist / Teller, it can be promoted into senior positions as a Receptionist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Receptionist / Teller. You can explore the career advancement for a Receptionist / Teller below and select your interested title to get hiring information.
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