About The Position

To proactively service clients so that the banking center meets stated objectives in service, sales, and operations.

Requirements

  • Three (3) – four (4) years of retail banking experience required.
  • Cash handling experience required.
  • Balancing vault and ATM experience required.
  • Ability to respond and assist customers with inquiries and/or problem resolution.
  • Customer service and sales oriented.
  • Careful attention to detail and time management.
  • Good listening and verbal and communication skills.
  • Good PC skills.
  • Ability to cross-sell bank products and services.
  • Highly motivated.
  • Ability to work in a team atmosphere.
  • Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
  • Ability to handle multiple tasks in a fast-paced environment.
  • Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.

Nice To Haves

  • One (1) - three (3) years college preferred.

Responsibilities

  • Greets clients as they enter the banking center and identifies client needs, promotes products and services and refers clients to the appropriate business colleague if needed.
  • Opens new accounts, CD’s and cross-sells bank services.
  • Rotates positions (i.e., CSR window) as needed in the banking center.
  • Builds client loyalty; establishes client relationships, including addressing each client by name.
  • Consistently delivers exceptional customer service to each and every client.
  • Adheres to established bank policies, procedures and guidelines.
  • Participates in retail sales programs to help meet personal and banking center goals.
  • Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
  • Assists banking center team in operational duties (ie., balancing the ATM, vault and end of day work) as requested.
  • In absence of Banking Center Manager, may serve as backup if needed.
  • Regular and predictable attendance is an essential requirement of the position.
  • Responsible for the completion of all 1 Source University and compliance training related to the position.
  • Must understand all applicable laws and regulations that apply to the position and complies with the requirements.
  • Performs all other duties as assigned.
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