Job Description

The Primary duty is to build complete financial relationships with both existing and new customers by providing prompt, efficient, courteous, professional, and personalized service:

• Provides direct and immediate response to customers’ requests and needs.
• Controls flow of customers by directing them to proper source/professional who can meet their needs.
• With every customer interaction have in-depth conversations, in person and by phone, utilizing C.A.R.E and Advancing Language.
• Builds relationships by cross-selling appropriate bank services to meet customers’ needs.

Provides high quality and confidential customer service in such activities as:

• Execute financial transactions including deposits and withdrawals to personal and commercial checking and savings accounts and complete all other types of account transactions in an efficient and professional manner.
• Handles and responds to customer inquiries in a timely manner.
• Issues Money Orders, Treasurers’ Checks, Gift and Prepaid cards, Credit Card Cash Advances.
• Process Night Depository, Mail Deposits and Commercial Deposits.
• Receives and processes all types of loan payments, and utility payments.
• Scans daily transactions, balance ATM, provide Safe Deposit Box access, balance vault, batch Cash Advance Machine.
• Count, verify and post cash shipments via armored car.
• Provides basic customer service requests such as Stop Payments, wire transfers, research requests, answer customers’ technical questions.
• Basic knowledge of products, services, and Electronic Banking services.
• Balance assigned daily cash and maintained assigned cash limits.

Meet and exceed monthly referral goals by having quality conversations and identifying opportunities to promote the right financial products and services to meet our customers’ needs.

Assists branch manager to ensure the Relationship Center is meeting the established growth and sales objectives.

Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.

Assists in maintaining overall professional appearance and cleanliness of the Branch.

Actively participates in Relationship Centers’ One Year Plan and long-term goals and objectives, coaching sessions, and team meetings.

Attends annual meeting to develop departmental goals:

• Attends Career Path Meetings with Supervisor.
• Actively participates in monthly Employee Relations Meetings to discuss and evaluate progress on meeting goals and objectives.
• Participates in daily 5-minute meetings.

Performs other duties as assigned or directed.

REQUIRED SKILLS/ABILITIES:

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Basic computer skills and digital awareness.
• Must be results oriented.
• Manual dexterity and numerical skills.
• Knowledge of all products and services and all office functions.
• Must be flexible and adaptable to varied work schedules.
• A positive, enthusiastic attitude.
• The ability to multi-task.
• Proficient with Microsoft Office Suite or related software.
• The ability to operate basic office equipment.

SUPERVISORY RESPONSIBLITY:

• This position does not supervise employees.

EDUCATION and EXPERIENCE:

• High School diploma or GED required
• 0-2 years of customer service, retail, cash handling, or other customer service experience preferred.

PHYSICAL REQUIREMENTS:

• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
• Ability to lift up to 30 pounds (i.e., heavy boxes or coin).
• Ability to communicate in person, through email or via telephone with customers and staff members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.