About The Position

Provide warm and friendly service to customers and potential customers. The CSR is responsible for retaining and servicing existing relationships and opening new deposit accounts. The CSR will also be responsible for promoting and cross selling bank products and services.

Requirements

  • Understand and adhere to all compliance issues, attend training as required and related to this position, including but not limited to the Bank Secrecy Act, Privacy Act, US Patriot Act, and Security.

Responsibilities

  • Utilize the Seven Step Retail Sales Process to establish deep relationships with new customers or to cross sale and deepen relationships to existing customers.
  • Perform teller transactions with accuracy to minimize teller outages.
  • Responsible for opening consumer and business accounts and with accuracy to ensure operational excellence is achieved.
  • Committed to "living" the Company's core values and mission statement.
  • Understand the mechanics of opening new accounts and teller duties and be able to perform all of the essential duties of these functional areas of the branch with a high degree of expertise to ensure consistency with all company practices, policies, and procedures.
  • Exhibit sales and service behaviors that are consistent with FAB&T's core values and profit objectives.
  • Provide "flawless" service at all touch points within the branch.
  • Share ways to mitigate service delivery weaknesses and exploit potential service strengths to differentiate FAB&T in the market.
  • Support the attainment of branch goals.
  • Collaborate with Retail Management, Training, Internal Audit and Security on compliance issues and process improvement.
  • Answer customer inquiries relating to products, rates and services.
  • Assess customer needs in order to cross sell appropriate products and services.
  • Refer new business to other areas within the bank such as Mortgage, Credit Cards, and Wealth Management.
  • Develop and build customer loyalty.
  • Adhere to work schedules as directed by the Branch Manager.
  • Maintain positive, friendly, and professional attitude and appearance.
  • Responsible for tracking and monitoring of all required documentation.
  • Perform any other related duties as required or assigned.
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