About The Position

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Individuals in this position will have a mixture of time spent between account representative duties and teller duties. On some occasions more time might be spent on one verse the other.

Requirements

  • Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the account representative should seek guidance from their immediate supervisor.
  • Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment.
  • Individual should be an outgoing self-starter and be technically literate.
  • Basic business acumen and professionalism is a must.
  • The ability to communicate information and ideas so others will understand.
  • Must be able to exchange accurate information in these situations.
  • Ability to build relationships and strong alliances across the organization.
  • Ability to quickly learn all details about the products and services offered by the bank.
  • High School diploma or equivalent

Nice To Haves

  • 2-4 years of sales experience in a retail, financial services or hospitality environment preferred.

Responsibilities

  • 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)
  • Ability to process ATM, ITM, TCR and ICOM
  • 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
  • Successfully completed and implemented 4 additional trainings (Fiduciary, Business Documentation, Operations and Safe Deposit)
  • 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.

Benefits

  • robust benefits and retirement package
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