Actively take advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet needs of customer. Participate in sales programs to generate new customers. Open personal or business accounts and prepare all related documentation. Open new and process changes to safe deposit boxes. Open new accounts, open debit cards, and issue and redeem Certificates of Deposit, and open and add to Individual Retirement Accounts. Acquire and maintain knowledge of all bank products and services. Prepare all related documents for wire transfers; forward to wire transfer department. Answer questions, give explanations, and solve problems for customers face-to-face, over the phone and through correspondence. Maintain neat and orderly work area and ensure that all cash, negotiables and confidential records are secured and/or disposed of properly. Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone. Actively listen to customers and maintain a friendly, positive and professional attitude. Resolve difficult situations with tact and diplomacy. Look for creative ways to make customers feel appreciated and special. Assist others in the department/facility as needed and/or directed. Arrange daily work plans to handle customer flow and bank processing requirements, provide customer service and meet bank record keeping requirements. Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas (i.e. Bank Secrecy Act, Regulations CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations. Acquire and maintain thorough understanding of security procedures; practice established procedures. Understand role in case of robbery and know proper post-robbery procedures. Complete or attend all required training. Other duties as assigned.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED