Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships.
Maintains and balances a cash drawer, performs ATM and assists with end of night balancing.
Receives, posts, pays out funds, balances and proofs customer accounts.
Opens new accounts for checking, savings, business accounts, IRA, etc.
Identifies customer needs and recommends specific products and/or services by use of CNA process.
Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing.
Maintains and balances cash drawer.
Accepts and posts credit card and loan payments and payoffs.
Performs account research and problem solving as needed.
Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.
Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals.
Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.
Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.
Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA s, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. *
Embraces the ASK\" program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. *
Demonstrates proficiency with ERB process through audit of the CNA folders. *
Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. *
Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.
Maintains regular attendance and punctuality as evidenced by attendance records.
Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation.
Knowledge, Skills and Abilities:
High school diploma or equivalent required.
Minimum 1 year customer service or cash handling experience/skills required.
Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.
Basic computer skills and the ability to learn industry-related software are required.
An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities