SUMMARY

This position is responsible for providing customer service in the Bank’s Branches. This position will prepare, input, and modify information via the computer system. Duties also include supervising assigned staff and making decisions. Work is performed within the framework of standard operating policies and procedures, however, independent judgment and discretion is required in performing assigned tasks. Deviations from normal procedures and/or questions are referred to the Branch Operations Manager

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Responsible for driving all aspects of the Sales & Service processes. Develop daily and weekly branch sales plans. Set goals for the staff and ensure accountability for their sales and referral performance. Plan and facilitate weekly sales meetings to discuss sales and referral results, product promotions, etc. Ensure that all sales results are achieved.

Provide motivation and coaching to staff to ensure that assigned sales goals are achieved. Conduct daily Briefs and Debriefs on sales and referral goals, sales results, and product promotions. Conduct skill practice and provide feedback following the observations of live sales sessions. Monitor daily tracking of branch sales programs.

Sell bank products and services by highlighting features and benefits; answer questions and handle objections during the sales process; cross sell and make customer referrals to other bank departments.

Serve as a customer service representative by opening, modifying, and closing accounts; perform extensive data entry to add, modify, or close accounts; assist customers in reconciling accounts; print statements for customers; receive and place checks orders; assist tellers by approving/rejecting checks to be cashed and explain the bank’s policies and procedures regarding transactions; identify customer by name and answer customer inquiries in person and over the telephone; transfer funds per customer request; assist customers in establishing or changing pin numbers; train customers how to use bank products and services; process stop payment and forged account requests; sign Bank Money Orders; process direct deposit applications; process reports (e.g.,. CTR, SAR); establish night deposit customers and explain procedures; distribute loan packets and assist customers in completing loan applications; obtain information and process wire transfers.

Oversee the safe deposit area by following all established policies and procedures; open, modify, and close safe deposit boxes; assist customers by providing account balances, accepting payments, and accessing safe deposit boxes.

Process CDs and IRAs by opening, modifying, and closing certificates; complete all required paperwork and perform data entry; issue receipts; calculate and process disbursements to include principle, interest payable, penalties, and tax withholdings.

Open and close branches according to standard procedures; supervise assigned staff; ensure tellers maintain security of assigned teller drawer and coin vault; exercise dual control procedures.

Balance ATM; prepare and verify currency for ATM; resolve problems associated with ATM.

Balance vault cash, maintain logs, and complete bank slips; order and ship currency; buy, sell, verify, and bundle currency; open and close vault.

Make decisions about a variety of daily transactions and exercise discretionary authority; lead subordinates in daily job tasks; resolve problems and provide troubleshooting; professionally and diplomatically deal with irate or unhappy customers; assign tasks and ensure completion within predetermined deadlines.

Perform job duties associated with the teller position.

Notarize documents per customer request.

Comply with all banking regulations, policies and procedures.

Confidentiality is required in all phases of employment.

NON-ESSENTIAL DUTIES & RESPONSIBILITIES include the following. Other duties may be assigned.

Maintain education and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.

Reviews technical bulletins, newsletters, etc; distributes information to employees.

SUPERVISORY RESPONSIBILITIES

Directly supervises assigned employees and performs administrative duties associated with staff management (e.g., trains employees, delegates work and ensures the completion of same, prepares and publishes work schedule, reviews and approves timesheets, coaches and counsels employees, prepares performance evaluations and conducts evaluation meetings, conducts staff meetings, makes salary and promotional recommendations, participates in recruitment, interview, and hiring process, administers progressive discipline, takes action regarding departmental activities and staff, approves/disapproves requests for leave time, notifies employees of mandatory training and bank meetings). Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED) plus additional bank related training.

Possess a minimum of two years of related work experience. Formal training may be substituted on a year-for-year basis for the required work experience.

Prior sales experience a plus.

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

OTHER SKILLS AND ABILITIES

Operate office and bank equipment (e.g., personal computer and printer, 10-key calculator, telephone, fax machine, copier, document scanner, check encoder, coin machine, currency counter, paper cutter, hole punch, debit/credit card scanner, crimper, safe deposit timer, vault timer, security system, etc.). Must have good working knowledge of word processing and spreadsheet software programs. Basic PC knowledge.

KEY CONTACTS--Internal and External

Has constant contact with bank customers, their personal representatives, accountants, attorneys, etc., in responding to inquiries as part of the customer service function.

Has moderate contact with individuals at other financial institutions.

CERTIFICATES, LICENSES, REGISTRATIONS

Valid driver's license.

Ability to be bonded by Bank’s surety company.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 25- 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Individual is required to work in a team atmosphere, willing to assist others at any time.

COMMENTS

Position requires the ability to work before or after normal business hours to attend various employee meetings and training sessions.

Position may require occasional travel to various locations for job related business.

Position may require occasional overnight travel to attend various training seminars, conferences or workshops.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Day shift

Education:

• High school or equivalent (Required)

Experience:

• Banking: 2 years (Required)
• Sales: 2 years (Preferred)
• Customer Service: 2 years (Required)
• Management: 2 years (Preferred)

Ability to Commute:

• Neosho, MO 64850 (Required)

Ability to Relocate:

• Neosho, MO 64850: Relocate before starting work (Required)

Work Location: In person