Position Summary:

Provides exceptional customer service and basic product information through transactions including a variety of savings, checking and loan account transactions, as well as money orders and official checks. Establishes rapport and identifies cross-sell opportunities and refers customers to appropriate business partners. 

This position requires travel to various bank locations. This a full-time position scheduled between 37-40 hours per week Monday through Saturday.

Reports to Assistant Branch Manager

Major Duties & Responsibilities:

• Responsible for comprehensive, prompt and efficient customer service. Ensures the accurate processing of basic customer transactions including savings, checking and loan account transactions while adhering to the financial institutions policies and procedures. Transactions also include but not limited to bond redemption, cash advances and safe deposit box payments.
• Assist customers with account maintenance questions both in the branch and via telephone.
• Responsible to remain up to date on bank products, services, policies, practices and procedures.
• Promote bank products and services by referring customers to appropriate business partners based on needs and captures customer interactions using our computer software program PCV. This includes but does not limited to loan, business and investment services.
• Responsible to balance cash drawer daily. Ensures discrepancies are to be reported to the supervisor.
• Assist supervisors in daily branch operations and sales activities.
• Ensures that the teller station and branch properly stocked with forms, supplies, etc.

NOTE: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Education & Experience:

• High school diploma or equivalent.
• Successful completion of in-house training program.
• Knowledge, Skills, & Abilities:
• Good communication and interpersonal skills.
• Superior delivery of customer service.
• Excellent attention to detail and computer skills.
• Ability to recognize customer needs in order to refer products.

ADA Requirements

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, or disclosed their own pay or the pay of another employee or applicant.