Personal Banking Representative II - Avon

Alpine Bank•Avon, CO

16h•Onsite

About The Position

The Personal Banking Representative (PBR) II is an intermediate-level position that provides support to bank clients, assists with account management, check processing, and other transactions, as well as promoting best-fit products and services to bank clients. This role involves practicing exceptional service with customers, utilizing numerous software applications with minimal errors, and acting as a first point of contact for customers. The PBR II will open and maintain consumer and commercial bank accounts, educate customers on online services, and accurately process various financial transactions. Additionally, the role supports location operations, trains new representatives, and requires regular and reliable on-site attendance.

Requirements

A customer service-oriented individual with excellent written and verbal communication skills.
Utilizes excellent communication and conflict resolution skills.
Advanced problem solving and analytical ability.
Strong time management skills, managing multiple tasks in a fast-paced environment.
Advanced mathematical and cash handling skills.
Proficient in Microsoft Office programs and Adobe Acrobat.
Exhibits exceptional organizational skills and maintains detailed files and notes for documentation as necessary.
Advanced understanding and application of banking compliance regulations.
Proficient knowledge in basic fraud detection and location security.
Demonstrated understanding of the features and benefits of Alpine Bank consumer and business products and services.
Understands and demonstrates the importance of the ability to maintain confidential information.
Ability to work effectively in a team-oriented environment.
Ability to compose and submit proper business correspondence to internal and external customers.
High School Diploma or General Education Diploma (GED) equivalent preferred.
Dormant status preferred or appropriate course completed within 3 months of hire.
Possession of, or ability to obtain, a valid State of Colorado Driver’s License is required.
A minimum of one (1) year working as a Customer Service Representative II, Senior CSR, CSR Lead, or PBR I; or One (1) year of experience working on frontline at a financial institution, preferred.
Previous cash handling and/or customer service experience preferred.

Nice To Haves

Current possession, or ability to obtain, a Notary Public is a plus.
Alpine Bank Advanced New Accounts training.
Alpine Bank Development Academy – Level 2 training.
Commercial Banking Workshop training.
Principles of Banking training.

Responsibilities

Practices exceptional service with customers using available training programs and measurement tools.
Uses numerous software applications to perform daily tasks with minimal errors.
Utilizes CARE to provide exceptional customer service while opening, closing, and maintaining consumer and commercial bank accounts for Alpine Bank customers.
Acts as a first point of contact for customers, and manages recommendations of products, or refers customers to other areas of the bank.
Opens and maintains consumer and commercial bank accounts for Alpine Bank customers.
Assists and educates customers on Alpine On-line services, such as but not limited to, Bill Pay, Bank-to-Bank and Person-to-Person transfers, and basic commercial banking services.
Accurately processes deposits, transfers, withdrawals, and other transactions in accordance with established policies and procedures.
Assists with balancing cash drawer, vault, and/or ATM settlement.
Performs safe deposit box entry and exit functions for customers.
Adheres to strict policies and procedures for wires and safe deposit boxes.
Generates correspondence to secure additional customer information to resolve customer concerns.
Supports location in open/closing procedures, as well as, operational audits.
Trains new and existing Personal Banking Representatives.
Regular and reliable on-site attendance is required as an essential function of this position.
Performs other duties as assigned.