POSITION SUMMARY : Proactively assists retail customers in strengthening their financial relationship with the Bank through needs-based conversations, recommendations of Bank product and service offerings, referrals to partners and account openings.

Maintains confidentiality of bank records and customer information. Adheres to bank policies, procedures, and regulatory requirements.

Consistently provides outstanding service representing the branch and the Bank in a courteous, professional, and friendly manner.

Principal Responsibilities :

• Delivers outstanding personalized, responsive, and accurate customer service. Educates and assists customers with digital banking services.
• Processes transactions including, deposits, withdrawals, check cashing and loan payments.
• Participates in daily branch operational tasks including, branch opening / closing and daily cash recycler balancing. Assists customers with access to safe deposit.
• Opens basic consumer accounts and services for retail customers.
• Listens and recognizes customers' financial needs to develop and deepen relationships.
• Builds trust and delivers solutions by addressing and taking ownership of customer inquiries ensuring timely follow-up and meeting commitments.
• Refers customers to other branch specialists and Bank partners such as the Investment Center, Business Lending, Business Services, and Mortgage Loan Officer as appropriate.
• Attains individual sales goals and contributes to overall branch goals.
• Proficient in accessing operational policies and procedures, as well as the core banking system.
• Adheres to bank policies, procedures, and regulatory requirements. Maintains confidentiality of bank records and customer information.
• Regular, reliable attendance is critical.

NOTE : This position description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Exhibits sound judgement and displays an enthusiastic spirit. Proficient in Microsoft Office Suite and banking software applications.

Ability to learn and adapt to new information and technology platforms. Regular, reliable attendance is critical. NMLS license.

WORK ENVIRONMENT AND PHYSICAL DEMANDS : Work is often performed in an office environment, with frequent interruptions. Ability to remain in a stationary position, move inside the workplace, operate a computer, and exchange information.

Occasionally required to move coin of approximately 50lbs. Must be able to positively discern and identify an individual.

Willingness to work a flexible schedule and required to travel locally.

MINIMUM EDUCATION : High School or General Education (GED) Degree.

MINIMUM PRIOR EXPERIENCE : 1-3 years related experience

Webster Five is an equal opportunity employer. We are committed to fostering and championing a culture of inclusion, equity, and diversity.

Accommodations are available for applicants with disabilities.

Last updated : 2024-04-27