Receptionist / Administrative Assistant - BT Army Post

Bankers Trust Company•Des Moines, IA

1d•$20 - $23•Onsite

About The Position

This is a Part-time Casual position averaging 20 hours per week. The Retail Receptionist/Admin. Assistant provides support to a Retail branch and, to a lesser degree, the department(s) located within the branch (if any). The position is responsible for greeting clients and visitors to the branch, determining what the visitors' needs are, and directing them to the appropriate employees to conduct their business. This position will also answer phones, take messages, and sort/distribute mail for the branch. The Retail Receptionist/Admin. Assistant may also work as a Consumer Services Rep (CSR) or serve as a back-up to our Call Center when needed. Specific job duties could vary slightly per branch location, along with Saturday morning work rotation.

Requirements

At least one year of experience in a customer service-oriented environment required
Notary Public required or must obtained within 60 days of hire
Able to contribute positively as part of a team, helping out with various tasks as required
Ability to deal effectively with customers and employees at all levels of the bank organization
Demonstrated sales abilities
Account balancing skills
Friendly, professional demeanor with strong customer relationship building skills
Ability to handle confrontational situations professionally and work well under pressure
Ability to make quick decisions regarding transactions, weighing service satisfaction with Bank risk
Ability to be cohesive and work in a team environment
Ability to use electronic resources

Nice To Haves

High school diploma or GED preferred
Experience scheduling meetings & updating calendars desired
Prior experience as a receptionist or in an office environment preferred
Knowledge of bank deposit products and policies or related financial experience is preferred
Basic knowledge of digital banking, bank loan, trust and investment products is preferred

Responsibilities

Welcomes visitors by greeting them, in person or on the telephone, and answering or referring inquiries to appropriate personnel
Maintains security by following procedures, monitoring logs, issuing visitor badges, assisting with dual control, assisting with QBIC, and completing annual compliance tests
Directs visitors to the correct area by maintaining an understanding of the bank's different divisions, products and services
Identifies needs and utilizes product knowledge to recommend product solutions to the client; quote interest rates/APY on CDs and offer referrals to the investment team
Maintains a safe and clean reception area by complying with procedures, rules and regulations; monitor and dispose of shred in the safe deposit box and lobby
Performs daily tasks efficiently and courteously, which includes preparing client check orders, sorting and distributing mail, processing address and phone number changes, issuing debit and gift cards, notarizing documents, printing statements, assisting with branch capture, verifying account balances, processing returned mail, and maintaining logs
Assists with duties related to safe deposit boxes, such as closeing boxes, completing audits, following up on past due boxes, following procedures for tagging, and drilling boxes
Assists team members in allocating and coordinating workflow
Assists with troubleshooting mobile and internet banking questions from customers
Assists customers with transactional disputes on ACH, debit cards or credit cards
Follows the Customer Service Excellence Agreement and Sales Ethics Roadmap
Orders and monitors supplies, reviews invoices for discrepancies and forwards to Accounts Payable, reports mechanical service issues and works with vendor appointments
Contributes to the team effort by accomplishing related results as needed and prioritizing work to meet deadlines
Pulls Branch reports from Currency and identifies action steps required and notifies bankers
Executes branch events for customers and other projects as requested by manager, including assistance with RFP packets
Prepares correspondence and memos, keeps lobby materials stocked and organizes bulletin board, prints and distributes updated CD rates, and ensures branch announcements/notices are accurate
Assists with materials for various committee and board meetings, schedules meetings as requested & follows up with Outlook calendar reminders and/or phone calls, and manages conference room schedule
Assists with schedules and lunch schedules to ensure coverage
Cleans & refills coffee machine, ensures lobby doors are open on time and lobby is ready for traffic including turning on TV/Visix
Assists with month end reporting and audits such as reviewing logs, sending signature medallion log, and foreign currency
Acts as backup for CSR platform by handling the following customer transactions efficiently: cashing checks, accepting deposits, processing withdrawals, transfers, loan payments, cashier's checks, performing cash advances, and assisting with branch capture, etc.
Acts as a backup to our Customer Service Call Center by taking calls, answering questions, fielding inquiries, and transferring calls to correct department
Provides support to the other departments in the Branch (if applicable) by greeting their customers, signing for and distributing Fed Ex & UPS packages, signing for abstracts & other documents, and some filing duties
Performs other duties as assigned