Description

Utilizing the "Customer Xperience" behavioral standards, provides excellent customer service, builds relationships with new and existing customers while making sure policies and procedures are followed.

Specific Job Functions:

1. Strategic Objectives
2. Reviews, executes, and practices objectives within SFSB’s Strategic Plan
3. Realize and support strategies goals
4. Branch Growth
5. Assist in meeting profitability standards
6. Building Customer Relationships
7. Participates in activities for generating new business such as sales calls and special events
8. Participates in community organizations, activities, and civic organizations
9. Responsible for knowing and cross-selling bank products to help the customer obtain their financial goals
10. Work to improve overall customer Xperience with team
11. Utilizes SFSB’s customer service relationship management software (CRM)
12. Attends to the needs of customers and prospective customers on banking matters of the following types:

• Greet customers by name, use name in conversation
• Respond to customer inquiries within 24 hours, within one hour if it is an emergency

1. Communication
2. Reports at internal Branch meeting monthly
3. Participates in weekly Branch huddles
4. Communicates with team regularly
5. Compliance
6. Responsible for knowing and complying with all Bank policies and procedures that apply to the position
7. Responsible for knowing and complying with all Federal Regulations that apply to the position, including, but not limited to: Bank Secrecy Act (BSA), Customer Identification Program (CIP), Funds Availability (Reg CC) and Currency Transaction Reporting (CTR)
8. Teller Duties
9. Responsible for maintaining teller cash drawer following bank’s procedures, including balances cash drawer and checks at the end of the shift and compares totaled amounts with system and reports any discrepancies to the supervisor.
10. Receives checks and cash for deposits to accounts, verifies amounts, complies with check handling procedures and enters deposits into computer records
11. Processes withdrawals from accounts; pays out money after verification of signatures and customer balances.
12. Receives loan and other payments and ensures the payments match balances due. Enters payments into the computer system and generates customer receipts.
13. Issues cashier checks; conducts cash advances; redeems U.S. Savings Bonds; and issues VISA gift cards and coin sets.
14. Performs night drop transactions according to proper procedures
15. Responsible for reviewing and complying with alerts on customer accounts (i.e. scanning customer’s driver’s license)
16. Ensures that the teller station is properly stocked with supplies
17. Reports malfunctions of teller terminals, drive-thru equipment, ATM, and other equipment used at the teller station to BAM
18. Responsible for ordering checks thru Quick Check
19. Orders and issues Debit/ATM Cards; ensures accuracy when providing and researching transaction information for customer via JHA ATM Menu.
20. Performs CIF Maintenance including placing system notes, removing notes
21. Performs Address Change adhering to procedures and maintenance involved
22. Accepts and complete wire transfers forms for customers ,Accepts and completes automatic funds transfers for customers
23. Additional Responsibilities
24. Participates on SFSB’s assigned committees
25. Coordinates PTO days with Branch staff to ensure Branch is accurately staffed at all times
26. Answer phone as needed
27. Performs other duties as directed by supervisor

Requirements

• High school diploma or equivalent
• Successful completion of in-house training programs
• Minimum two years’ experience in banking preferred but not required
• Basic math and problem-solving skills
• Good understanding of financial products and services
• Exceptional customer service and professional skills
• Good organizational telephone skills, and communication skills
• Ability to multi-task
• Basic computer and keyboard skills including but limited to using Microsoft Word, Excel, and PowerPoint
• Team Player