What are the responsibilities and job description for the Account Services Representative position at BANK-SHARED SERVICE?
We have a great opportunity for an energetic, motivated, community-oriented individual interested in joining the UBU team as Account Services Representative.
Responsibilities include promoting business for the Bank by delivering an excellent customer service experience to our existing clients and to potential clients.
Essential Duties:
- Assist customers with opening new accounts such as Checking, Savings, Certificates, IRA’s, Safe Deposit Box, ATM/Debit/Gift Cards and providing assistance regarding account information.
- Perform account maintenance of all deposit accounts.
- In depth knowledge of all products offered (ex: Internet Banking, Bill Pay)
- Answer inquiries from customers regarding balancing check books, account information.
- Cross selling all products. (Internet Banking, Mobile Banking, Mobile Capture, Bill Pay, My Business Banking, Merchant Capture and any other product the bank may offer)
- Process returned mail, check orders and address changes.
- Maintenance of Safe Deposit Box. (Drilling, sending out notices, past dues, and swapping keys).
- Maintain and update customer information into 360View (CRM).
- Address and resolve customer issues in a timely manner.
- Participate in promotional events and campaigns. If goals are given-expected to meet them.
- Attend monthly department meetings to discuss changes.
UBU offers comprehensive benefits package and perks: paid time off; paid childbirth/parental leave; health, vision, dental, life insurance; employee assistance program; 401K plan; professional development opportunities; gym reimbursement; monthly lunch n learn program; volunteer opportunities; work-life balance; and more.
Qualifications:What Makes You Stand Out: The ideal candidate has exceptional customer service skills; detail oriented; ability to communicate effectively (oral and in writing); ability to organize and prioritize to meet deadlines; previous banking experience preferred.
Our UNITED Core Values will tell you who we are:
U – Understanding (because UNDERSTANDING the needs and views of others leads to effective communication and respect).
N – Neighborly (because being NEIGHBORLY and serving our community is essential to our success).
I – Integrity (because having INTEGRITY builds trustworthy relationships).
T – Teamwork (because when we work and adapt as a TEAM we can outperform our competition).
E – Energy (because working in an ENERGETIC environment makes work fun).
D – Dependability (because being DEPENDABLE helps us achieve our goals and promotes accountability).
United Bank of Union is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
FDIC Member