Background Investigation, Bank Management, Banking Services, Communication Skills, Computer Skills, Consultative Sales, Cross-Selling, Customer Relations, Customer Support/Service, Desktop PC, English Language, Financial Transactions, High School Diploma, Interpersonal Skills, Know Your Customer (KYC), Mobile Devices, Risk Management, Willing to Travel
Essential Duties:
- Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
- Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community
- Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
- Cross-sells bank services in accordance with individual and branch performance goals.
- Operates in a team environment and provides excellent customer service.
- Responsible for the completion of tasks necessary to secure company assets.
- Uphold the customer and employee service standards established
- Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.
- Travels to branches within the banking footprint on a frequent basis for an undetermined length of time, due to staffing situations, vacations, illness, leaves of absences etc.
Skills and Abilities Required:
- The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers.
- Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps.
- Ability to exercise critical thinking skills.
- Preference of one year experience in a consultative sales environment.
Minimum Requirements:
- A high school diploma or equivalent.
- Two years of customer service experience OR completion of internal Banker Pathway I.
- The ability to read, write, and speak English; count currency and coin; and to perform simple arithmetic calculations.
- Successful completion of credit check, drug screen, and background check.
- Flexible schedule Monday-Friday and Saturday morning availability.
Working Conditions:
- Minimum discomfort from noise, heat, dust, and other causes.
- Required to stand for long periods when providing customer services
- Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk.
- The ability to lift and carry cash drawers and coin bags (up to 25 pounds).