About this role
POSITION SUMMARY
Provides individualized client service while handling financial transactions accurately and efficiently and uncovering other opportunities to promote additional services.
ESSENTIAL REQUIREMENTS
- Processes financial transactions for clients accurately and efficiently.
- Identifies client needs, promotes products and services and refers clients to the appropriate business partner if needed.
- Builds client loyalty; establishes client relationships, including addressing each client by name.
- Consistently delivers exceptional customer service to each and every client.
- Balances cash drawer and completes end of day work.
- Ability to work with established policies, procedures and guidelines.
- Participates in retail sales programs to help meet personal and banking center goals.
- Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
- Regular and predictable attendance is an essential requirement of the position.
- Responsible for the completion of all compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
- One (1) – two (2) years of retail banking service experience preferred.
- Cash handling experience preferred.
- Ability to respond and assist clients with inquiries and/or problem resolution.
- Customer service and sales oriented.
- Careful attention to detail and time management.
- Good listening and verbal and communication skills.
- Good PC skills.
- Ability to cross-sell bank products and services.
- Highly motivated.
- Ability to work in a team atmosphere.
- Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
- Ability to handle multiple tasks in a fast-paced environment.
EDUCATION
High School Diploma/GED required.
TRAVEL REQUIREMENTS
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.