Processes and initiates various financial transactions for the bank customers and assist Branch Manager in the development of new business through referrals in efforts to increase profitability within the designated market area.
Knowledge: A high school diploma or equivalent is required. A diploma with an emphasis in a business or accounting curriculum is preferred.
Required Experience: Minimum of two years of experience of proven customer service and/or sales experience or equivalent. Six months experience in the teller function or cash handling experience.
Preferred Experience: Previous personal banking experience and knowledge of consumer lending.
Skills: Must have excellent oral and written communication skills. Attention to detail. Team player with strong interpersonal skills. Must be a quick learner and have the ability to multi-task. Exceptional customer service skills. Customer focus and excellent or organizational skills.
Physical Demands/Work Environment: Vision, hearing, speech and manual dexterity are essential. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled.
Mental Requirements: Learning, thinking, concentration, the ability to interact with others, the ability to exercise self-control, and the ability to work under stressful conditions, particularly in customer and employee relations’ situations, are necessary. Must have the ability to manage confidential information and adhere to deadlines.
Provides a complete range of customer services at the financial institution, including: Opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts.
Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary.
Actively contributes to the efforts to grow retail loans, deposits and non-interest income in order to increase profitability.
Consistently communicates to branch staff the need to attract new customers. To retain existing customers and to increase the number of product and service relationship customers maintain with the bank.
Aids teller staff in rendering a quality of service that meets or exceeds customer expectations.
Perform teller duties (in accordance with Teller Job Descriptions), as well as teller work of a more advance nature.
Adheres to security and compliance issues. Adheres to Bank Secrecy Act, Office of Foreign Asset Control regulations, Anti-Money Laundering Policies, the USA Patriot Act, etc.
Performs clerical and miscellaneous duties as needed.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws including the Bank Secrecy Act.
Maintains knowledge of the Bank’s services to take advantage of opportunities for selling and cross-selling of products and services.
Performs other duties as required.