Summary:
Provides prompt, efficient, and friendly services to clients. Performs a variety of tasks such as processing business and consumer transactions, including at times heavy cash handling responsibilities.
Essential Duties and Responsibilities:
Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures while maintaining an acceptable balance record.
Responds to clients’ needs and inquiries in a courteous and friendly manner
Performs minor account maintenance tasks, as trained and assigned per branch needs, including but not limited to, address changes, debit card maintenance & check ordering
Refers customers to an internal team of experts when additional financial goals and needs are recognized
Educates clients on bank technology, such as mobile and online banking, ATM and ITM
Assists branch and fellow team members by achieving goals and sharing responsibility of daily tasks
Ensures safe and sound banking practices, including adherence to all applicable laws and regulations
Assist in opening and closing the branch, following procedures set by corporate security
Performs other miscellaneous duties as assigned
Qualifications:
Strong math and problem solving skills
Excellent interpersonal and customer service skills with the ability to cross sale products and services
Must maintain confidentiality of client transactions and bank records
Team-oriented, possess a positive attitude and work well with others
Strong oral and written communication skills
Ability to operate standard office equipment, such as, computer work stations, calculators, and copier
Ability to prioritize; handle multiple tasks; and work independently
Strong organizational skills and detail-oriented with high degree of accuracy
Willingness to travel to other locations as necessary for branch coverage.
Supervisory Responsibilities:
None
Education and/or Experience:
High School diploma or equivalent required
Customer service experience required
Experience working in an environment with individual and team goals preferred, one year of cash handling experience preferred
Computer and Software Skills:
Skilled in operation of a personal computer, including Microsoft Word and Excel.
Google Suite
IBS
Salesforce
Certificates, Licenses and Registrations:
None