Call Center Banker

Forcht Bank; Somerset (KY); Presencial; USD 33 000 - 39 000; Tempo integral

Resumo da oferta

Forcht Bank is seeking a Call Center Banker to deliver efficient, professional frontline service to customers by phone and in person. You will handle a variety of financial transactions, promote bank products, and support a cooperative team in a busy community bank setting.

Ideal candidates are detail-oriented, with strong communication and time-management skills, able to affirm accurate deposits and maintain a balanced cash drawer while providing exceptional customer experiences.

Qualificações

• High school diploma or equivalent required.
• Associates degree in Finance/Business preferred.
• Experience with cash handling and customer service preferred.

Responsabilidades

• Provide VIP service to all customers and staff.
• Assist customers with financial transactions.
• Cash checks with proper authorization and verify signatures and funds.
• Receive checks and cash for deposit and issue receipts.
• Sell or refer bank products to customers and prospects.
• Maintain and balance cash drawer daily.
• Handle borrower payments and loan-related tasks.
• Assist with community involvement and cross-department collaboration.

Conhecimentos

Microsoft Office

Customer service

Cross-selling

Teamwork

Communication skills

Attention to detail

Time management

Arithmetic skills

Cash handling

Formação académica

High School Diploma or equivalent

Associates degree preferred

Ferramentas

CBS

Desktop

Premier

Nautilus

Descrição da oferta de emprego

Description

BE HAPPIER IN YOUR CAREER

As an 8-time winner of Best Places to Work (in Kentucky), we understand the importance of creating a workplace culture that gives our bankers a purpose each and every day. That purpose is to find unique ways to deliver our brand of happier banking service to customers and other employees. We’re looking for self-starters, outside-the-box thinkers, customer service wizards, small business enthusiasts, and servants within their community. Notice we didn’t say bankers. At Forcht Bank we value diverse and unique thinking that could help us serve our customers better. That’s exactly who we are. What other banks do you know that have an Ice Cream Machine to hand out free ice cream and 18 foot tall forks outside their locations?

WHO WE ARE

While we opened our doors in 1985 offering traditional banking services, we soon realized we needed to deliver them in a nontraditional way. Financial services are a competitive industry, with over 5,000 banks and 5,300 credit unions. That’s a lot. We understand that we must differentiate ourselves by offering a unique combination of banking, consisting of exceptional customer service and with a twist of great digital banking tools to help our customers manage their basic needs. This is part of our happier banking recipe. Another component is encouraging our bankers to exemplify our values daily.

We believe in:

• Giving back to our communities.
• Embracing change and evolution
• Building relationships based on trust and transparency
• Celebrating and embracing our diversity

THE PERKS

Our commitment is to grow and train happier employees, providing them with the skills to deliver happier banking and create happier customers. This is how we create happier employees at Forcht Bank:

• Comprehensive benefits package to include:
• 401(k) Retirement Plan with up to 4% Company Match (fully vested from day 1)
• Company PaidLife Insurance
• Minimum of 15 days of Paid Time Off (PTO) after 60-day introductory period
• Nine Paid Holidays, plus Birthday Leave and Community Service Leave
• Employee celebrations
• Professional recognition
• And more!

Summary

The Call Center Banker is responsible for providing efficient, professional, and quality front-line service to all Forcht Bank customers through the handling of various financial transactions by telephone. These responsibilities involve a wide range of duties related to customer accounts to include all paying and receiving functions.

Scheduling & Travel

• Must be able to work on a flexible schedule that at times may include early or late and regular weekend hours.
• Must be available on Saturdays. Work on every Saturday is not required.
• Certain positions in the Financial Services Sector (including Forcht Bank) are considered critical and/or essential to the infrastructure. Individuals occupying these positions, must be able to report to work as directed in the event of inclement weather, declared states of emergency, and/or pandemic conditions, under the discretion of Forcht Bank leadership.
• Must be able to attend new hire training and orientation in Lexington, KY or Somerset, KY Monday through Friday 9:00 am to 4:00 pm for a one-to-two-week period.
• Ability to travel to other locations as needed.

To perform this position successfully, an individual must be able to perform each essential duty and responsibility satisfactorily.

• Provide VIP service to all customers and staff.
• Assist customers with financial transactions.
• Cash checks within proper authorization levels and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
• Record transactions and issue computer-generated receipts.
• Place holds on accounts when appropriate.
• Sell or refer Bank services to customers and potential customers to include: DDA accounts; Savings Accounts; Certificates of Deposit; Individual Retirement Accounts; and, Safe Deposit Boxes.
• Participate in community and civic organizations.
• Maintain and balance cash drawer daily and possess ability to identify outages and correct.
• Issue cash advances on credit cards for customers with proper identification.
• Allow customers’ access to Safe Deposit Boxes.
• Issue Cashier Checks and money orders on collected funds.
• Issue Traveler’s Cheques.
• Accept loan payments.
• Answer telephone; handle all possible inquiries and redirect calls when necessary.
• Operate coin counting machine, roll coin and balance self-serve counter.
• Accept customer check orders and give to designated employee to enter order on-line.
• Assist with commercial change orders.
• Operate, balance, and upload branch capture.
• Maintain and balance the Vault and ATM.
• Perform other duties as assigned.

Qualifications

The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Proficient in the use of Microsoft Office products and banking information systems that are applicable to the area of assignment which include: CBS, Desktop, Premier and Nautilus.
• Ability to deal effectively and tactfully with customers.
• Ability to promote and cross sell bank products.
• Ability to work with a team and members of other departments.
• Ability to work with little direct supervision in carrying out the tasks and responsibilities assigned.
• Ability to communicate orally to others to convey information effectively.
• Strong attention to detail.
• Ability to operate standard business equipment: fax, copiers, printers, computers, etc.
• Ability to handle sensitive documents or other confidential information.
• Ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
• Ability to give full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar including the ability to comprehend written sentences and paragraphs in work related documents.
• Ability to manage time and be efficient and effective in the completion of assignments.
• Knowledge of arithmetic and their applications specific to the position.

Physical Demands and Abilities

The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions.

• Manual dexterity which provides the ability to handle and count both coins and paper currency. Will regularly be required to use hands and fingers to handle and feel.
• Ability to listen to and understand information and ideas presented through spoken words and sentences.
• Ability to communicate information and ideas in speaking and writing so others will be able to understand.
• Ability to arrange things or actions in a certain order or pattern according to the specific role or set of rules (e.g., patterns of numbers, letters, pictures, mathematical operations).
• Ability to identify and understand the speech of another person.
• Ability to see details at close range (within a few feet of the observer).
• Ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
• Ability to sit or stand for long periods of time.
• Ability to demonstrate manual dexterity through use of typing on a keyboard, sorting through paperwork, reaching and grabbing objects.
• Ability to stand, bend, and lift up to 20 pounds.
• Ability to operate standard business equipment such as a fax, computer, printer, copier, etc.
• Ability to look at a computer screen for several hours.
• Ability to travel to other locations as needed.
• Must be able to work on a flexible schedule that at times may include late working hours or weekend hours.

Required Education and Experience

• High School Diploma or the equivalency. Associate’s degree in Business, Finance, Accounting or the equivalent is preferred.
• One (1) year experience in a field that required face-to-face customer service skills, sales, and/or money handling responsibilities.

Note

This document and the statements contained within it are intended to describe the general nature and level of work being performed by the employee assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the employee.

EOE

We are committed to ensure fair and equal treatment for everyone we employ and as such, we are a proud Equal Opportunity Employer. We value diversity and believe employment, training, and promotional opportunities should be available to all persons without regard to race, color, gender (including gender nonconformity, gender identity, status as a transgender individual, and sexual orientation), sex (including pregnancy), age, religion, national origin, ethnicity, physical or mental disability, genetic information, political affiliation, protected veteran status or membership in the armed services, or any other consideration that is protected by applicable federal, state, and local law.

Qualifications

Education

Required

High School or better.

Preferred

Associates or better in Finance.

Experience

Required

Prior work experience in a field that requires face-to-face customer service skills and money handling responsibilities.

1 year

For this position, additional years of education above the Associates Degree may be substituted in lieu of one (1) year of experience.

Preferred

Experience in Banking or Finance preferred.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.