SUMMARY

This position is primarily responsible for ensuring a positive experience for customers and visitors of the Branch, making sure that all the optimal elements and policies that make up the service values of our financial group branding in the branch are functioning and implemented. In addition, is primarily responsible for being the first point of contact for customers in the bank via phone calls and in person and for assisting general operational and business activities of the Branch as assigned.

ESSENTIAL FUNCTIONS

Responsibilities include the following. Other duties may be assigned.

Customer Experience

Operational

1. Ensures the proper functioning of the room’s technological equipment in order to provide a good service, report any nonfunctioning equipment to the IT department.

Regulatory

EDUCATION & TRAINING

KNOWLEDGE & EXPERIENCE

COMPETENCIES

• Customer/Client Focus.
• Credibility.
• Problem Solving/Analysis.
• Teamwork Orientation.
• Initiative.
• Stress. Management/Composure.
• Organizational Skills.
• Technical Capacity.
• Effective communicator.
• Adaptability.

SUPERVISOR RESPONSIBILITIES

This position has no supervisory responsibilities.

WORK ENVIRONMENT

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS

The following physical activities 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 and expectations.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms. The employee is occasionally required to climb or balance, stoop, kneel and crouch. The employee must regularly lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, peripheral vision, and ability to adjust and focus.

TRAVEL

This position does not require travel.

DISCLAIMER

Equal Opportunity Employer: Helm Bank USA supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. Helm Bank USA does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin.

While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require other or different tasks be performed as assigned.

I understand and acknowledge, in addition to the duties outlined in this job description, I am also responsible for making sure my duties are performed in full compliance with all of the Bank’s rules, and with all of the state and federal regulations to which the Bank is subject. I understand knowledge of, adherence to the Bank’s Bank Secrecy Act/Anti-Money-Laundering/OFAC Program is an important part of my job performance and will be considered a factor for job evaluations as well as promotions, and ongoing BSA/AML/OFAC training will be continuously required during my employment. I agree to address any and all questions I may have about the Bank’s BSA/AML/OFAC Program to the Bank’s BSA Department.