Member Service Representative (Teller)/Receptionist

FitzGerald Financial Group - Division of TowneBank Mortgage•Charlotte, NC

5h•Onsite

About The Position

TowneBank has a culture that has a commitment to exquisite service for its members that will lead to its ability to create a reasonable rate of return for its shareholders, a bright future for its dedicated bankers, and a leadership role for the bank in promoting the social, cultural, and economic well-being of its community. It embraces a hometown banking philosophy, where its family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.

Requirements

Has a minimum of 12 months customer service experience with a single employer
Has basic computer skills including Outlook, Excel, Word and Bank software programs
Has flexibility to learn and grow as new systems or processes emerge
Has the ability to keep cash drawer in balance on a daily basis
Has the ability to accurately process monetary transactions in a timely fashion
Has a proven ability to give our members excellent service in person, on the phone, and by email
Has the ability to work as an integral team player
Is punctual

Nice To Haves

Prior receptionist experience
Prior member service/teller experience at a bank

Responsibilities

Welcoming members to TowneBank, determining the nature of their business and directing them to the appropriate person or department
Operating the bank’s main telephone line and assisting callers by transferring them to the appropriate party or taking messages from the caller
Becoming familiar with TowneBank’s locations, hours, telephone numbers and individuals so that routine questions can be answered with ease
Handling monetary transactions for members and enters them in the Bank’s software programs and provides receipts
Following the Bank’s security guidelines on a daily basis
Staying abreast of the Bank’s check cashing policies and procedures and Federal Laws to verify checks and cash and examine documents for essential elements
Reviewing member accounts to make appropriate decisions regarding the requested transaction
Accurately keeping cash drawer in balance on a daily basis
Promoting TowneBank and its products and services
Providing exquisite service to members in person, on the phone or by email
Displaying a professional appearance and behavior
Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
Other duties as assigned.