What are the responsibilities and job description for the Banking Representative - Westshore Office position at Bank of Tampa?
Position overview
It is the goal of our Banking Representatives to provide quality exceptional service to our clients and prospective clients while operating a paying and receiving client window, balancing individual cash drawers and performing a variety of transactions including deposits, cash checks, payments, CTR preparation and client inquiries.
Primary Duties and Responsibilities
- Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
- Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
- Initiates conversations to uncover client needs and capable of effectively referring customers to business partners for the selling and cross-selling of Bank products and services to clients, so that personal and Bank goals are consistently met and /or exceeded.
- Demonstrates a developed rapport with the client base, greet by/use name, have knowledge of account ownership, be responsive and timely with requests and problem resolution and display a caring attitude.
- Maintains a balancing record that is in line with policy and has the ability to find and correct outages and to enlist help as needed for more difficult errors.
- Utilizes knowledge of the Bank policies and procedures and takes responsibility to keep up to date on any changes.
- Continuously increases knowledge and skills through self-motivation, formal education, seminars and in-house training.
- Maintains a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
- Communicates via written or verbal format, at a professional level common within a business setting.
- Works in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
- Maintains a position of trust and responsibility by keeping all client business confidential.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Minimum Qualifications
- Experience with direct customer contact
- High school diploma/GED
Preferred Qualifications
- Experience delivering high levels of customer service and working with clients on a daily basis.
- Previous teller or cash handling experience.
- Experience working with Fiserv suite of systems.
Our Way
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
- Eligibility for health, dental, vision, life and disability insurance coverages
- Retirement Plan - 401k with matching
- ESOP- Employee Stock Ownership Plan
- Time away from work – vacation time, sick time and holidays
- Paid parental leave
- Tuition Assistance
- Professional development opportunities
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