Personal Banker (Client Services Associate), FLOAT, St. Joseph County, IN

Sts1000Sco; Notre Dame (IN); On-site; USD 32,000 - 42,000; Full time

Job summary

Sts1000Sco is seeking a qualified Retail Banking CSR to provide friendly service and help clients meet financial needs through transactions and cross-selling opportunities.

Responsibilities include processing center transactions, greeting clients, opening accounts and CDs, answering inquiries, and maintaining high accuracy while upholding bank policies. The role emphasizes teamwork, confidentiality, and consistent attendance in a fast-paced environment.

Qualifications

• Four (4) or more years of retail banking experience preferred.
• Customer service and sales oriented.
• High degree of attention to detail.
• Good written and verbal communication skills.
• Good PC skills – proficiency in Microsoft Word and Excel essential.
• 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.

Responsibilities

• Process banking center transactions, safety deposit, cash machine and vault balancing.
• Greet clients, identify needs, promote bank products, and refer as needed.
• Open personal accounts, CDs, and cross-sell services.
• Answer client inquiries and resolve less complex issues.
• Build client loyalty and relationships; address clients by name.
• Deliver exceptional customer service to every client.
• Follow bank policies and guidelines.
• Participate in retail sales programs to meet goals.
• Attend team meetings and community projects related to the position.
• Provide transaction overrides and assist less experienced CSRs with processing.
• Assist Manager with audits, reporting and scheduling.
• Maintain regular and predictable attendance.
• Complete all training related to the position.
• Comply with applicable laws and regulations.

Skills

Customer service

Sales oriented

Attention to detail

Written and verbal communication

MS Word

MS Excel

Cross-selling

Teamwork

Confidentiality

Multitasking

Education

Some college

Tools

Microsoft Word

Excel

Job description

POSITION SUMMARY

Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services.

ESSENTIAL REQUIREMENTS

• Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures.
• Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.
• Opens personal accounts, CD’s and cross-sells bank services.
• Answers client inquiries and resolves less complex issues.
• Builds client loyalty; establishes client relationships, including addressing each client by name.
• Consistently delivers exceptional customer service to each and every client.
• Adheres to established bank 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.
• Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary.
• Assists Manager with audits, reporting and scheduling as requested.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all training related to the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS

• Demonstrates appropriate levels of interpersonal skills for clients and staff members.
• Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Four (4) or more years of retail banking experience preferred.
• Customer service and sales oriented.
• High degree of attention to detail.
• Good written and verbal communication skills.
• Good PC skills – proficiency in Microsoft word and Excel essential.
• 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

One (1) - three (3) years college preferred.

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 may occasionally 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.