Float Universal Banker | Fenton Main

ChoiceOne Financial Services, Inc.; Fenton (MI); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated individual to provide exceptional customer service in a dynamic banking environment. This role involves building strong relationships with clients by recommending appropriate banking products and processing transactions as needed. The ideal candidate will possess excellent communication skills and a solid understanding of banking operations. Join a team committed to superior service and quality advice, where your contributions will help foster lasting client relationships and drive the success of the organization. If you thrive in a fast-paced setting and are eager to develop your career in the financial services sector, this opportunity is perfect for you.

Qualifications

• High School Diploma required; cash handling and customer service experience preferred.
• Strong communication and analytical skills are essential.

Responsibilities

• Provide exemplary customer service and resolve customer challenges effectively.
• Educate customers on banking products and drive sales through disciplined processes.

Skills

Customer Service

Cash Handling

Sales Techniques

Communication Skills

Analytical Skills

Education

High School Diploma or equivalent

Tools

Banking Technology

Job description

Description

Description

Non-Exempt – Grade Level 3

Equal Employment Opportunity

Floats to branches in Fenton, Linden, Holly, Grand Blanc, Brighton and Farmington Hills.

Corporate Values & Mission

“Provide superior service, quality advice and show our utmost respect to everyone we meet.”

General Summary

Provide exemplary customer service to our clients. Responsible for building relationships by recommending appropriate deposit, loan, and other banking products. When needed, will also process customer transactions to provide excellent customer service.

Reports To: Assistant Branch Manager, Branch Manager

Essential Duties and Responsibilities

1. Provide excellent customer service and effectively resolve customer challenges.
2. Understand and educate customers on consumer deposit and lending products.
3. Drive sales with a disciplined sales process and use current banking technology to drive both sales and service.
4. Obtain referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
5. Adhere to all operational, security, risk and regulatory policies and procedures.
6. Demonstrate good judgement in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.
7. Process customer day-to-day transactions as needed.
8. Additional responsibilities as assigned.
9. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
10. Be familiar with and comply with all federal and state banking regulations as applicable.

Qualifications

To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.

Experience and/or Education

• High School Diploma or equivalent
• Minimum of six (6) months cash handling experience preferred
• One (1) year of customer service in banking, financial services or goal-driven retail sales preferred
• Successful completion of ChoiceOne’s Retail Advancement Program (RAP)

Licenses & Designations

NMLS

Competencies

1. Communication – Effective written and oral communication skills required, with the ability to interface with internal and external stakeholders and community partners. Has group presentation skills.
2. Analytical – Synthesize complex and diverse information; collect and research data; use intuition and experience to complement data.
3. Technical Skills – Assess strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others.
4. Quality – Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality.
5. Quantity – Meet productivity standards; complete work in a timely manner; strive to increase productivity; works quickly and accurately.
6. Dependability – Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; completes tasks on time or notifies appropriate person with an alternate plan.
7. Flexibility – Able to provide flexibility and adapt to changing schedules and/or work environments.
8. Initiative – Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.

Physical Demands and Work Environment

Ability to work in an office environment which may include many hours of computer and telephone usage. This position is not remote-eligible.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.