Branch Services Representative II Drive Thru

Carter Bank Bedford , VA 24523

Posted 1 week ago

SUMMARY:

Provides customer service at the Branch, including cashing checks, taking deposits, accepting payments, completing withdrawals and other transactions per bank operating policy. May also assist customers with basic information about their deposit and loan account, including posting of transactions, balances and other account details. May create awareness with customers about available deposit, loan and digital products and services, referring customers to branch teammates and other key partners and servicing existing accounts. Responsible for using systems and tools to process transactions and balance cash and transaction work at the end of the business day. Maintains appropriate controls (keys and/or combination), balancing, and creating tickets for cash buy/sell. Adheres to regulatory, audit and operating policies and procedures. Attends training and stays informed to meet performance expectations. Based on customer demand and branch hours, may require 7am-7pm shift work and single-control responsibility to ensure security and safety protocols are followed when opening and closing the branch. Responsible for maintaining Drive-Through vault adhering to cash control policies and procedures.

ESSENTIAL JOB FUNCTIONS:

  • Consistently uses Carter Connect operating model concepts and practices to develop defined behaviors and skills

  • Proactively participates in executing Branch Go-To-Market strategic plan

  • Consistently delivers exceptional customer experiences per Service Standards

  • Engages customers in the lobby to assist or direct to appropriate teammate

  • Proactively identifies opportunities to help customers by asking relevant questions and listening to needs

  • Uses conversation skills to engage customers in meaningful conversations

  • Assists with resolution or refers customer questions and problems, escalating for assistance if needed

  • Identifies and may submit referrals to branch teammates and key partners

  • Demonstrates operating process and system navigation effectiveness

  • Adheres to compliance, regulatory and operating policies and procedures

  • Seeks overrides and exceptions as necessary

  • Effectively completes transactions for consumer and commercial customers. Reviews own work to ensure accuracy

  • Reads all required communication and takes appropriate action to reinforce with teammates

  • Reviews reports on individual and team productivity and performance

  • Takes responsibility for developing new skills and behavior competencies. Contributes to development action plan

  • Participates in performance cadence activities

  • Proven capabilities in teammate collaboration

  • May attend bank sponsored events to serve citizens and community, enhancing the visibility of the Bank

  • Adheres to teammate attire and presentation per bank standards

  • Adheres to time and attendance policies

  • Responsible for meeting defined expectations and achieving performance goals in all areas of responsibility.

Job Requirements

JOB REQUIREMENTS:

  • High school diploma or equivalence required

  • Two or more years branch service experience in a commercial bank, or previous cash handling experience

  • Bank teller/operations exposure is a plus

  • Successful customer service and /or sales experience

  • Must be able to work prescribed Drive Through hours

KNOWLEDGE/SKILLS REQUIRED:

  • Excellent customer service skills

  • Detailed oriented, must be able to multi-task

  • Strong communication skills, both verbal and written

  • Ability to perform effectively in fast-paced environment

  • Basic math and accounting skills are needed with emphasis on balancing

  • Knowledge of banking products and services a plus

  • Complete all required compliance training by established deadlines

  • Ability to maintain confidentiality

PHYSICAL AND MENTAL QUALIFICATIONS:

  • Must have computer skills

  • Sitting, standing, walking to terminal, and occasional stooping

  • Requires lifting bags and/or tray of coin and bills periodically

  • May be required to work overtime periodically

  • May be responsible for single-control entry and exist of branch adhering to security and safety policies and protocols

Carter Bank & Trust provides equal employment opportunities (EEO) to qualified employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or status as a covered veteran in accordance with applicable federal, state and local laws. EOE/AA/M/F/Veteran/Disability

No Agencies Please


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Services Representative

Carter Bank

Posted 1 week ago

VIEW JOBS 10/5/2019 12:00:00 AM 2020-01-03T00:00 SUMMARY: Provides a complete range of customer services at the Bank, including opening new accounts explaining available deposit, loan and digital products and services, referring customers to key partners, and servicing existing accounts. Engages and connects, gathering customer information to acquire new relationships and grow / retain existing relationships. Takes action to achieve Branch Go-to-Market and customer relationship management goals. Provides assistance to customers who have questions or problems with their accounts or services. Provides materials and assistance with product and services information to include specials and promotions. Performs tasks such as balancing their accounts, ordering checks or transferring funds from one account to another. Assists customers with basic inquiries and/or directs appropriately. Responsible for using systems and tools to process transactions, open new accounts, trouble shoot, research and provide service solutions. Adheres to regulatory, audit and operating policies and procedures. Attends training and stays informed to meet performance expectations. ESSENTIAL JOB FUNCTIONS: * Uses Carter Connect operating model concepts and practices to develop defined behaviors and skills * Actively participates in executing Branch Go-To-Market strategic plan * Identifies opportunities for follow-up and/or business development calls and communicates appropriately * Delivers exceptional customer experiences per Service Standards * Engages customers in the lobby to assist or direct to appropriate teammate * Responds appropriately to opportunities to help customers by asking relevant questions and listening to needs * Uses conversation skills, recommends consumer products and services, including checking and savings accounts, digital and convenience tools (Online and mobile banking, eStatements, etc.) * Assists with resolution of customer questions and problems, escalating for assistance if needed * Identifies and may submit referrals to branch teammates and key partners * Demonstrates operating process and system navigation effectiveness * Adheres to compliance, regulatory and operating policies and procedures * Seeks overrides and exceptions as necessary * Effectively completes transactions for consumer and commercial customers. Reviews own work to ensure accuracy * Reads all required communication and takes appropriate action * Reviews reports on individual and team productivity and performance * Takes responsibility for developing new skills and behavior competencies. Contributes to development action plan * Participates in performance cadence activities * Effective in teammate collaboration * May attend bank sponsored events to serve citizens and community, enhancing the visibility of the Bank * Adheres to teammate attire and presentation per bank standards * Adheres to time and attendance policies * Responsible for meeting defined expectations and achieving performance goals in all areas of responsibility Job Requirements JOB REQUIREMENTS: * High school diploma or equivalence required * Minimum of 1 year bank experience in a commercial bank, or related industry * Bank teller/operations exposure is a plus * Successful customer service and /or sales experience KNOWLEDGE/SKILLS REQUIRED: * Excellent customer service skills * Detailed oriented, must be able to multi-task * Strong communication skills, both verbal and written * Ability to perform effectively in fast-paced environment * Basic math and accounting skills are needed with emphasis on balancing * Knowledge of banking products and services a plus * Knowledge of Word and Excel a plus * Complete all required compliance training by established deadlines * Ability to maintain confidentiality PHYSICAL AND MENTAL QUALIFICATIONS: * Must have computer skills * Sitting, standing, walking to terminal, and occasional stooping * Requires lifting bags and/or tray of coin and bills periodically * May be required to work overtime periodically Carter Bank & Trust provides equal employment opportunities (EEO) to qualified employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or status as a covered veteran in accordance with applicable federal, state and local laws. EOE/AA/M/F/Veteran/Disability No Agencies Please Carter Bank Bedford VA

Branch Services Representative II Drive Thru

Carter Bank