About the position
The Primary duty is to build complete financial relationships with both existing and new customers by providing prompt, efficient, courteous, professional, and personalized service. This includes providing direct and immediate response to customers' requests and needs, controlling the flow of customers by directing them to the proper source/professional who can meet their needs, and having in-depth conversations with every customer interaction, in person and by phone, utilizing the Simple Sales Process and Advancing Language. The role also involves providing high quality and confidential customer service in various activities such as processing deposits/withdrawals, issuing money orders, processing loan payments, and handling customer inquiries in a timely manner. Additionally, the position requires balancing assigned daily cash, adhering to security procedures, and assisting the Customer Service Supervisor to ensure the Relationship Center meets established growth, sales, and profit objectives.
Responsibilities
- Provides direct and immediate response to customers' requests and needs.
- Controls flow of customers by directing them to proper source/professional who can meet their needs.
- Engages in in-depth conversations with customers utilizing the Simple Sales Process and Advancing Language.
- Receives and processes deposits/withdrawals to personal and commercial checking and savings accounts.
- Issues Money Orders, Treasurers' Checks, Gift and Prepaid cards, Credit Card Cash Advances.
- Processes Night Depository, Mail Deposits, and Commercial Deposits.
- Receives and processes all types of loan payments and utility payments.
- Scans daily transactions, balances ATM, provides Safe Deposit Box access, balances vault, batches Cash Advance Machine.
- Handles and responds to customer inquiries in a timely manner.
- Counts, verifies, and posts cash shipments via armored car.
- Provides basic customer service requests such as Stop Payments, wire transfers, and research requests.
- Maintains assigned daily cash and cash limits.
- Adheres to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.
- Operates adding, calculating, computerized equipment and other office machines.
- Assists Customer Service Supervisor to ensure the Relationship Center meets growth, sales, and profit objectives.
- Maintains overall professional appearance and cleanliness of the Branch.
- Cross-sells appropriate bank services to meet customers' needs.
- Processes incoming and outgoing mail and maintains various log sheets and registers.
- Participates in Relationship Centers' One Year Plan and long-term goals and objectives.
- Attends annual meeting to develop departmental goals.
- Participates in monthly Employee Relations Meetings to discuss and evaluate progress on meeting goals and objectives.
- Participates in daily 5-minute meetings.
- Meets and exceeds monthly referral goals by having quality conversations and identifying opportunities to promote financial products and services.
- Performs other duties as assigned or directed.
Requirements
- High School diploma or GED.
- 0-1 years in customer service and cash handling experience.
- Excellent verbal and written communication skills.
- Exceptional organizational skills and strong attention to detail.
- Basic computer skills and digital awareness.
- Must be results oriented.
- Manual dexterity and numerical skills.
- Knowledge of all products and services and all office functions.
- Must be flexible and adaptable to varied work schedules.
- A positive, enthusiastic attitude.
- The ability to multi-task.
- Proficient with Microsoft Office Suite or related software.
