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Job Overview
This position provides excellent customer service by greeting customers in a friendly manner, developing rapport, and satisfying customer transactional needs. Processes transactions efficiently and accurately while meeting the Bank's Customer Experience standards. Contributes to the overall sales growth of the Bank by exploring customers' financial needs and goals. Recommends solutions as appropriate or engages business partners to provide more expert assistance. May have vault cash and ATM responsibilities.
Accountabilities
Customer Experience
- Promotes a customer-centered culture and attitude among staff
- Builds relationships by providing the highest level of service, demonstrating "You Matter More" to each customer, getting to know customers on an individual basis
- Engages in conversations to understand customer needs and financial goals, referring to other team members as per Bank strategy
- Utilizes the Bank's sales and coaching process, completing action plans to meet goals
- Understands the Bank's products and services and promotes them appropriately
Customer Transactions
- Accurately and courteously processes transactions in compliance with Bank policies and procedures
- Maintains accurate cash and transaction records, meeting performance standards
- Handles routine transaction issues independently, referring complex issues to appropriate staff
- Determines the necessity of placing holds on deposit items
- Monitors current fraud alerts and identifies suspicious activity
Compliance and Control
- Understands operational, risk management, and security policies
- Ensures compliance with local, state, and federal regulations
- Supports operational and audit functions within the Branch
General
- Works harmoniously with others, focusing on team goals
- Maintains punctuality, attendance, and professionalism standards
- May assist in training new employees
- Performs additional duties as assigned
- Travel to other branches may be required
Competencies
- Integrity and Ethics
- Vision and Values
- Adaptability and Flexibility
- Initiative
- Interpersonal Skills
- Productivity
- Decision Making
- Teamwork
- Sales Skills
Knowledge, Skills, and Experience
- High school diploma or equivalent
- Previous teller, cash handling, or sales experience helpful
- Computer literacy
Physical Demands and Conditions
- General office environment
- May require moving bags of coin, moderate lifting up to 50 lbs.
- Reaching, walking, sitting, and standing
Equipment Used
Additional Information
External and internal applications must be able to perform essential functions with or without reasonable accommodations.
Other Details
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Accounting/Auditing and Finance
- Industries: Accounting