About the position
This position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is a key driver of customer flow in the branch to support these activities. The position services existing customers and grows the business through identifying opportunities with customers. The position assists the CSR and CSS team with customer transactions as required. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Able to process a loan application from application to closing including home equity products while adhering to the consumer loan policy.
Responsibilities
- Provide and maintain excellent customer service to all bank customers.
- Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing, in an accurate and efficient manner.
- Promote the Bank's products and services and refer customers to the appropriate sales personnel.
- Answer customers' routine banking questions; refer complex inquiries to management.
- Process daily transactions including deposits, withdrawals, check cashing and payments accurately, and balance work to teller system with minimal assistance.
- Receive, pay out monies, balance cash drawer with minimal assistance, and maintain an acceptable difference record.
- Update customer contact information on an ongoing basis.
- Assist with support work including night drop, ATM balancing, safe deposit box, and debit card set up.
- Perform various clerical duties including answering phone, typing, filing and preparing check orders.
- Ensure compliance/adherence to all policies, procedures and federal regulations.
- Manage 75-100 clients & prospective needs.
- Open and close accounts to assist with the platform staff.
- Float/cover shifts within assigned branch location and at other branch locations.
- Attend all required branch meetings, bank business meetings and activities.
Requirements
- 2-5 years’ experience at Pathfinder Bank or equivalent experience at another similar institution.
- Must attain an NMLS number.
- Meets all criteria of Customer Service Specialist.
- ABA Universal Banker Certification or equivalent, completed and any internal Pathfinder training.
- Proven ability to transition services to sales consistently.
- Effective or higher rating on annual reviews.
- Ability to take ownership of errors and solve them promptly.
- Notary public.
- Proven ability to open and close branch according to procedure.
- Qualify for some lending authority.
Nice-to-haves
- Professional certificate & bachelor’s degree in accounting, finance or business.
- Basic knowledge of Human Resources policies as it pertains to personnel actions.
- Community involvement.
Benefits
- Competitive compensation.
- Paid time off.
- Medical/dental/vision insurance.
- 401K match.
- Tuition reimbursement.
- Banking discounts.
