To promote a positive image of the Bank through sale of appropriate products and services and performing transactions necessary to meet customer needs.
Process customer transactions accurately and efficiently.
Assist customers with complex customer service issues and questions.
Promote a positive image of the Bank by identifying customer financial needs and proactively recommending appropriate Bank products and services.
Open personal and business accounts using a Bank computer system and other related third party systems. Adhere to all Bank policies and procedures when opening accounts.
Cross-sell appropriate bank-related products including insurance, investments and residential lending.
Participate in new customer relationship onboarding calls and prescribed network wide outbound call campaigns
Accurately process wire transfer requests, using the online wire transfer system and following all Bank guidelines and policies.
Accurately process loan and credit card requests using the applicable online systems.
Provide teller override, when required, according to Bank guidelines and policies.
Coordinate with all areas of the organization to provide timely resolution to all customer requests.
Conduct transactions on an on-line terminal, ensuring that the required forms are completed properly, that all transactions are entered into the computer accurately, that cash and checks are handled properly, and that an adequate, but not excessive, level of cash is maintained at all times.
Organize work to facilitate a timely and accurate balancing of transactions at the end of the day.
Accurately perform customer requested account maintenance including address changes and check ordering.
Provide outstanding customer service while exhibiting a professional demeanor at all times.
Perform related duties as required.
Skills and Competencies
Knowledge of Bank products and services
Excellent customer service and communication skills
Ability to interact well with Team Members and customers
Supervisory and coaching skills
Strong in attention to details and accuracy
Basic computer skills
Ability to multi-task and remain organized
High School diploma or equivalent required; Associate’s or Bachelor’s degree preferred