Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Major Responsibilities: Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a "hybrid" position is authorized. Account Representative Duties: Works toward achieving specific individual sales and service goals through the following activities: Opens deposit accounts Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.) Closes loans for customers for applicable business lines (i.e. consumer lending) Makes referrals to other bank business lines and third-party partners Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio Responsible for operational compliance and adherence to policy Handles daily account maintenance and other service issues as necessary Understands and provides support in achieving quarterly sales Teller Duties: Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts Cash checks for customers and non-customers according to bank policy Process and properly record the sale of monetary instruments (i.e. official bank checks) Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments Process foreign currency purchases and sales Process various types of loan payments and credit card cash advances Relative to all duties, must adhere to all bank policies and procedures Individuals in this position will have a mixture of time between platform and teller line. On some occasions more time might be spent on one side verses the other.
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Job Type
Part-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Education Level
High school or GED
Number of Employees
1,001-5,000 employees