Concierge Banker - Float
About The Position
Essential Duties and Responsibilities: This role will perform a variety of sales and service functions using a high degree of personal service skills. A Concierge Banker is responsible for efficiently processing a variety of client transactions and promptly responding to all client information and transaction requests. In addition, a banker should be knowledgeable of all Bank services and products and is trained to promote and deliver those service, to include, but not limited to deposit accounts, cash requests, funds transfers, wire transfers and stop payments. This individual must be able to work in a fast paced environment that requires accuracy and the highest level of service. This role will be accountable for the operational efficiency and effectiveness of the branch while providing leadership and direction to colleagues. Duties will include, but are not limited to the following: Processing customer transactions efficiently and accurately in a fast- paced environment; maintaining and balancing a cash drawer; and adhering to policies and procedures. Greeting customers and facilitating a welcoming and customer- focused environment. Responding to customer inquiries and concerns; researching and identifying solutions. Generating new business and expanding relationships with current customers by cross-selling bank products and services that would benefit each individual Building customer loyalty by developing relationships and always offering exceptional service. Represent the bank in a positive, courteous and professional manner by promptly greeting each client. Provide efficient and accurate service in processing transactions. Ensure proper functioning of day-to-day operations, including opening and closing procedures, cash levels and vault activities. Assist in ensuring compliance with bank's policies and procedures and provide proper training as necessary. Assist with overall facilities management function to include purchasing supplies keeping a professional image of break rooms and conference rooms. This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency. As a Float Concierge Banker, a designated banking center will be assigned at the location stated. This posiion requires the flexibility to drive to and from different branches with the region. Employee will be required to have a reliable transportation to drive to various banking locations and as such, will receive mileage reimbursement.
Requirements
- Minimum of 2 years of cash handling responsibilities
- Excellent customer-service skills, including oral and written communication
- Ability to effectively contribute to a positive team environment and work toward achieving goals
- Careful attention to detail and strong organizational skills
- Must adhere closely to bank procedures and regulations
- Strong work ethic and high integrity
- Strong computer and 10 key skills
- Outgoing, assertive, confident, and enthusiastic personality
Nice To Haves
- Knowledge of banking products and procedures
- Successful sales record in a sales or banking environment
- Proficiency with all Microsoft applications (Word, Outlook, Excel etc.)
Responsibilities
- Processing customer transactions efficiently and accurately in a fast- paced environment
- Maintaining and balancing a cash drawer
- Adhering to policies and procedures
- Greeting customers and facilitating a welcoming and customer- focused environment
- Responding to customer inquiries and concerns
- Researching and identifying solutions
- Generating new business and expanding relationships with current customers by cross-selling bank products and services that would benefit each individual
- Building customer loyalty by developing relationships and always offering exceptional service
- Represent the bank in a positive, courteous and professional manner by promptly greeting each client
- Provide efficient and accurate service in processing transactions
- Ensure proper functioning of day-to-day operations, including opening and closing procedures, cash levels and vault activities
- Assist in ensuring compliance with bank's policies and procedures and provide proper training as necessary
- Assist with overall facilities management function to include purchasing supplies keeping a professional image of break rooms and conference rooms
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
