Personal Banking Senior Representative
About The Position
A Personal Banking Senior Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Senior Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Senior Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. Senior Representatives will be expected to conduct more complex transactions and duties independently and become a resource for others.
Requirements
- Typically requires a minimum of 6 months to 1 year of related experience
- Strong customer-service skills and the ability to work well with others
- Strong mathematic and problem-solving skills
- Detail-oriented with the ability to multi-task and change directions quickly
- Able to assist customers with all of their banking needs with little to no supervision
- Comfortable in a sales environment
Nice To Haves
- Cash handling and customer-service experience
Responsibilities
- Assist customers with a wide range of complex inquiries and requests
- Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer
- Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing
- Open new accounts and provide product/service information
- Process transactions accurately and adhere to all compliance requirements
- Review daily reports and perform maintenance on accounts
- Recognize and develop opportunities for cross-selling FirstBank products and services
- Approve transactions up to a specified limit
- Sell bank products and meet company sales goals
- Demonstrate advanced knowledge and understanding of new account systems and account documentation requirements and disclosures
- Train and mentor new employees
- Perform other duties and projects as assigned by the market or region
- Understand and comply with all provisions of the Safety in the Workplace policy
Benefits
- Paid Time Off/paid leave programs
- 401K/Employee Stock Ownership
- United Healthcare medical
- MetLife dental
- VSP vision
- Employee tuition reimbursement
- Volunteer Time Off
- Short-Term Disability
- Long-Term Disability
- Group Life Insurance/AD&D
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
