Receptionist/Personal Banker St. Robert

MARIES COUNTY BANK•St. Robert, MO

6d•Onsite

About The Position

This position assists customers with all aspects of opening and maintaining personal and commercial accounts as well as, provides other customer services as needed. Receptionist/Personal Bankers greet customers as they enter the bank, direct customers to the proper departments, and assist with the distribution of incoming phone calls as needed. Upholding customer confidentiality is a must.

Requirements

High school diploma or equivalent.
Excellent command of the English language and grammar.
Ability to utilize general office equipment such as copy machines, calculators, fax machines, etc.
Excellent phone etiquette.
Knowledge of computer systems and changing technology, including word-processing, spreadsheets, Internet, and internal bank software.
Demonstrated aptitude for accuracy with numbers.
Strong decision making skills.
Ability to plan, prioritize, organize, meets deadlines, manage multiple tasks, and work under pressure.
Excellent oral and written communication skills.
Ability to maintain a pleasant attitude throughout the entire work day.
Demonstrated aptitude for learning new policies and procedures.
Ability to concentrate on complex projects and pay attention to detail.
Excellent human relations/customer service skills to effectively interact with customers and co-workers.
Self-motivated and results oriented.

Nice To Haves

One year prior secretarial/switchboard experience preferred.
One year prior experience in a financial environment preferred.
Basic knowledge of the bank’s products and services preferred.
Prior experience in a customer service environment preferred.
Experience with calculators, standard office equipment, and PC software such as Excel, Word, and Outlook preferred.
Prior experience working within a team environment preferred.

Responsibilities

Answers the main phone line, researches challenging customer inquiries and directs calls to other departments as needed.
Greets callers and customers of the bank in a professional, friendly, hospitable manner.
Professionally administers all incoming calls.
Ensures phone calls are directed according to customer need.
Answers customer inquiries about the status of various accounts over the phone.
Transfers funds from account to account as directed by the customer.
Opens all types of new accounts: personal and commercial checking, savings, CD’s, IRA’s, Money Markets, Debit Cards, etc.
Actively cross-sells bank services to customers.
Maintains proper documentation and follow-up correspondence for newly opened accounts.
Orders business and personal checks and deposit slips.
Closes accounts for customers as needed.
Assists customers with safe deposit box needs.
Assists customers with online banking password resets.
Completes cross-app entries for the branch.
Assists with instant issue debit cards by processing requests, printing cards, and balancing the account.
Logs loan payments, writes up loan coupons, and delivers to the appropriate loan personnel.
Ensures that Customer Identification Program (CIP) and Office of Foreign Asset Control (OFAC) verifications have been completed correctly.
Researches Falcon cases as needed & handles potential dispute cases with customers.
Acts as a notary for the bank.
Balances internal bank accounts as assigned.
Repairs and balances proof as needed.
Comprehends general ledger accounts/transactions.
Prepares the main lobby according to opening and closing procedures.
Collects and distributes mail.
Maintains appointment books for conference rooms and log-in books for outside vendors.
Monitors and collects funds from employees for jean days and soda account.
Assists customers with problem resolution and upholds customer service guidelines.
Performs a variety of clerical duties including photocopying, faxing and filing.
Follows bank policies and procedures, including state and federal regulations at all times.
Assists with the filing and record keeping of departmental information.
Maintains departmental appearance, both personal and general.
Serves customers in a cordial and professional manner to ensure customer satisfaction with service provided by the bank.
Takes advantage of opportunities to promote the Bank when involved in voluntary community activities and civic organizations to cross sell the Bank’s products and services.
Completes other duties as assigned and assists in other areas of the bank such as working as a teller on Saturdays as needed.