What are the responsibilities and job description for the Customer Service/Loan Administrator position at YORK STATE BANK?
Description
- Creating loan documents, booking loans, loan documentation, and taking loan payments.
- Digitally Engaged Teacher: proficient in using York State Bank tools during sales conversations to ensure customer enrolls for online banking, downloads mobile app, set up online transfer to savings, and utilize nick names and alerts.
- Work collaboratively with peers to provide referral opportunities. Ensuring that products are offered and explained in a clear and straightforward manner, consistent with the actual terms of the product or service.
- Teller Transactions: bankers are expected to regularly work in in the teller line as scheduled, listening for customer opportunities and uncovering customer needs while building relationships with customers.
- Compliance: Adhere to policies and procedures, specifically recognizing high risk situations and consulting with branch leadership before proceeding
- Customer Experience: Support and demonstrate the York State Bank Operating Philosophy in every customer interaction. Minimize errors to reduce impact to customer and internal support staff.
- Continued Learning: Bankers that are efficient in the above categories, may have the opportunity to learn new skills to assist more customers. These may include advanced lending and advanced advice and guidance.
- Professionalism and Attendance: Exhibit professional behavior and promote positive working relationships. Must maintain regular and predictable attendance in alignment with attendance guidelines.
Requirements
Banker Qualifications:
- Desire to meet the financial needs of our customers and community.
- Demonstrated customer service skills.
- Excellent oral and written communication skills.
- Ability to stand for long period of times and to lift and carry 25 pounds.
- Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation.
Desired Qualifications:
- High School diploma or higher.
- Previous experience in money handling and/or customer service.
- Critical thinking and creative problem solving skills
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
EEO
Member FDIC