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1 CUSTOMER RELATIONS ASSOCIATE, PT Job in Woodbury, MN

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North American Banking Company
Woodbury, MN | Full Time
$34k-42k (estimate)
9 Months Ago
CUSTOMER RELATIONS ASSOCIATE, PT
$34k-42k (estimate)
Full Time | Banking 9 Months Ago
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North American Banking Company is Hiring a CUSTOMER RELATIONS ASSOCIATE, PT Near Woodbury, MN

  • POSITION TITLE: Customer Relations Associate, Part-Time

    DEPARTMENT: Retail Banking

    LOCATION: On-Site

    SUPERVISOR TITLE: Retail Bank Manager

    POSITION SUMMARY AND ESSENTIAL FUNCTIONS:
    Provides assistance to bank customers to include selling/referring appropriate bank products and services, greeting customers, processing customer transactions, balancing of teller drawer, and answering phones.

    RESPONSIBILITIES/EXPECTATIONS/GOALS:

    • Greets bank customers within seconds of entering bank or drive through facility. Introduces themselves to customer, determines customer needs and takes appropriate action.
    • Promotes and sells consumer and business deposit products by interviewing customers to determine their needs. Upon receipt of deposit application, proceeds with appropriate product procedure, completing necessary paperwork to ensure that customers’ deposit needs are met in a courteous, timely manner.
    • Processes customer teller transactions timely and accurately. Maintains fewer than 3 transaction errors per month.
    • Answers telephone within 3 rings using bank established greeting – “North American Banking Company, Sherri speaking, how may I help you?” Takes ownership of bank calls, follows through on customer commitments.
    • Performs daily teller drawer balancing function by following bank guidelines. Maintains a Teller Over/Short Account of less than $100.00 for the year, and keeps their balancing percentage above 80% at all times.
    • Follows Safeguarding Cash and Money Handling Guidelines as directed in the Retail Banking Procedures Manual.
    • Assists customers with purchase and ongoing service of Safe Deposit Boxes. Maintains accurate box records.
    • Performs other duties as assigned, included but not limited to the following:
    • Sells travelers checks, maintains an adequate supply of various denominations, keeps accurate log book, submits monthly settlement reports to vendor, reviews statements and reconciles account if needed.
    • Sells cashier checks and money orders, prepares the checks, and processes the transactions.
    • Sells, orders and redeems government savings bonds. Completes appropriate paperwork and forwards to Accounting staff.

      EDUCATION AND EXPERIENCE:

      • High School Diploma or General Education degree (GED).
      Previous customer service experience is preferred.

      KNOWLEDGE/SKILLS/ABILITIES/PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT:

      • Ability to communicate effectively (written and oral) to customers, and other bank employees.
      • Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
      • Ability to apply commonsense understanding to carry out instructions furnished in written, oral or diagram form.
      • Ability to deal with problems involving several variables in a multitude of situations.
      • Knowledge of Microsoft Office, Word, ITI Software, PW Teller Software, Account Processor Plus Software.
      • Knowledge of applicable bank compliance policies; Bank Secrecy Act, Reg. CC, and Reg. E.
      • Ability to use hands to; finger, handle or feel objects, tools or controls. Reach with hands and arms. The employee must occasionally lift and move up to 50 pounds. While performing this job the employee is regularly required to sit, stand and walk. Specific vision requirements include close vision, distance vision, peripheral vision and depth perception.
      • The work environment is typical for an office and does not require exposure to working conditions outside of a typical office environment.

      The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements and does not imply a contract.

      A successful candidate will demonstrate honesty, creativity, integrity, and exceptional client service skills. If you fit that description, you've come to the right place. As a member of the North American Banking Company team, you will find a unique environment where employees are encouraged to express creativity, participate in decision-making processes, and develop skills. You will be rewarded for hard work and dedication. We offer an outstanding package of employer paid benefits and a friendly and collaborative corporate culture.

      We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, disability, protected veterans, age, marital status, familial status or status with regard to public assistance, or any other characteristic protected by law. North American Banking Company encourages veterans, people with disabilities, and minorities to apply for employment.

      ABOUT US
      North American Banking Company is a locally owned and operated community bank, with the goal of providing a better banking experience for our customers. We combine the high touch, personalized service of a community bank with all of the modern convenience and tools that customers expect. People are the strength behind North American Banking Company. We treat our clients the way we want to be treated. We cultivate talented, knowledgeable, friendly employees who enjoy what they do and deliver on our promise to put the client first, every time.

      If you wish to be considered for this position, please send your resume to employment@nabankco.com.

  • Job Summary

    JOB TYPE

    Full Time

    INDUSTRY

    Banking

    SALARY

    $34k-42k (estimate)

    POST DATE

    08/23/2023

    EXPIRATION DATE

    06/11/2024

    WEBSITE

    nabankco.com

    HEADQUARTERS

    LAUDERDALE, MN

    SIZE

    50 - 100

    FOUNDED

    1998

    CEO

    BRADLEY G HUCKLE

    REVENUE

    $10M - $50M

    INDUSTRY

    Banking

    Show more

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