About The Position

Provides individualized client service while handling daily transactions, addressing inquiries, and resolving problems in accordance with Bank policies and procedures. The role processes client financial transactions, identifies client needs and promotes or refers appropriate bank products and services, and builds lasting client relationships through exceptional customer service. It also supports banking center operations, participates in retail sales programs, team meetings, community projects, and relevant educational programs. Regular and predictable attendance and completion of applicable compliance training are essential.

Requirements

  • High school diploma or GED required.
  • Ability to respond to and assist clients with inquiries and problem resolution.
  • Customer-service and sales orientation.
  • Careful attention to detail and time management.
  • Good listening, verbal, and communication skills.
  • Good PC skills, including the ability to work in a Windows-based system.
  • Ability to cross-sell bank products and services.
  • Ability to work evenings and weekends based on banking center needs.
  • Good organizational skills and ability to work in a team atmosphere.
  • Ability to stand for prolonged periods.
  • Ability to protect the confidentiality and privacy of others and company documents and records.
  • Ability to handle multiple tasks in a fast-paced environment.
  • Ability to travel to all banking centers and other locations for meetings, projects, training, and seminars as needed.

Nice To Haves

  • One or more years of customer or retail service experience preferred.
  • Cash handling experience preferred.
  • Ability to communicate in another language is a plus.

Responsibilities

  • Process client financial transactions accurately and efficiently.
  • Identify client needs, promote products and services, and refer clients to appropriate bank colleagues when needed.
  • Build client loyalty and establish client relationships, including addressing each client by name.
  • Deliver exceptional customer service to every client.
  • Follow established Bank policies, procedures, and guidelines.
  • Participate in retail sales programs to help meet personal and banking center goals.
  • Participate in team meetings, community projects, and appropriate educational programs.
  • Balance the cash drawer and assist the banking center team with operational duties, including balancing the ATM and vault and completing end-of-day work.
  • Maintain regular and predictable attendance.
  • Complete compliance training related to the position and comply with applicable laws and regulations.
  • Perform other duties as assigned.
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