Receptionist/Personal Banker St. Robert

Working hours will be between the hours of 8am and 5pm Monday through Friday and every sixth Saturday from 7:30am-11:00am.

General Statement of Duties:  This position assists customers with all aspects of opening and maintaining personal and commercial accounts as well as, provides other customer services as needed.  Receptionist/Personal Bankers greet customers as they enter the bank, direct customers to the proper departments, and assist with the distribution of incoming phone calls as needed.  Upholding customer confidentiality is a must.

Essential Job Functions:

• Answers the main phone line, researches challenging customer inquiries and directs calls to other departments as needed.
• Greets callers and customers of the bank in a professional, friendly, hospitable manner.
• Professionally administers all incoming calls.
• Ensures phone calls are directed according to customer need.
• Answers customer inquiries about the status of various accounts over the phone.
• Transfers funds from account to account as directed by the customer.
• Opens all types of new accounts: personal and commercial checking, savings, CD’s, IRA’s, Money Markets, Debit Cards, etc.
• Actively cross-sells bank services to customers.
• Maintains proper documentation and follow-up correspondence for newly opened accounts.
• Orders business and personal checks and deposit slips.
• Closes accounts for customers as needed.
• Assists customers with safe deposit box needs.
• Assists customers with online banking password resets.
• Completes cross-app entries for the branch.
• Assists with instant issue debit cards by processing requests, printing cards, and balancing the account.
• Logs loan payments, writes up loan coupons, and delivers to the appropriate loan personnel.
• Ensures that Customer Identification Program (CIP) and Office of Foreign Asset Control (OFAC) verifications have been completed correctly.
• Researches Falcon cases as needed & handles potential dispute cases with customers.
• Acts as a notary for the bank.
• Balances internal bank accounts as assigned.
• Repairs and balances proof as needed.
• Comprehends general ledger accounts/transactions.
• Prepares the main lobby according to opening and closing procedures.
• Collects and distributes mail.
• Maintains appointment books for conference rooms and log-in books for outside vendors.
• Monitors and collects funds from employees for jean days and soda account.
• Assists customers with problem resolution and upholds customer service guidelines.
• Performs a variety of clerical duties including photocopying, faxing and filing.
• Follows bank policies and procedures, including state and federal regulations at all times.
• Assists with the filing and record keeping of departmental information.
• Maintains departmental appearance, both personal and general.
• Serves customers in a cordial and professional manner to ensure customer satisfaction with service provided by the bank.
• Takes advantage of opportunities to promote the Bank when involved in voluntary community activities and civic organizations to cross sell the Bank’s products and services.
• Completes other duties as assigned and assists in other areas of the bank such as working as a teller on Saturdays as needed.

Job Requirements:

• High school diploma or equivalent.
• One year prior secretarial/switchboard experience preferred.
• One year prior experience in a financial environment preferred.
• Excellent command of the English language and grammar.
• Basic knowledge of the bank’s products and services preferred.
• Prior experience in a customer service environment preferred.
• Experience with calculators, standard office equipment, and PC software such as Excel, Word, and Outlook preferred.
• Ability to utilize general office equipment such as copy machines, calculators, fax machines, etc.
• Excellent phone etiquette.
• Knowledge of computer systems and changing technology, including word-processing, spreadsheets, Internet, and internal bank software.
• Prior experience working within a team environment preferred.
• Demonstrated aptitude for accuracy with numbers.
• Strong decision making skills.
• Ability to plan, prioritize, organize, meets deadlines, manage multiple tasks, and work under pressure.
• Excellent oral and written communication skills.
• Ability to maintain a pleasant attitude throughout the entire work day.
• Demonstrated aptitude for learning new policies and procedures.
• Ability to concentrate on complex projects and pay attention to detail.
• Excellent human relations/customer service skills to effectively interact with customers and co-workers.
• Self-motivated and results oriented.