SUMMARY Serve as the face of the company the person customers most identify with the bank. Maintain a professional image and deliver excellent customer service while processing customer transactions in an accurate and efficient manner.
Meet or exceed sales referral goals by identifying customer financial needs and presenting bank product/service solutions. Serve as role model and leader to other Customer Service Representatives. Flexible scheduling, which includes Saturdays, is required.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. 1. Consistently provide excellent customer service with a friendly demeanor, can-do attitude, and a willingness to help at all times. 2.
Process all customer transactions in accordance with bank policies and procedures and state and federal regulations and take responsibility to keep up to date on any changes. 3. Consistently meet or exceed sales referral goals as established by management. 4. Develop rapport with the customer base, greet by name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution. 5.
Initiate conversations to uncover customer needs and be capable of effectively referring customers to business partners for selling and cross selling bank products. 6. Handle customer problems with professionalism, directing more complex issues seamlessly to the manager. 7. Maintain working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. 8.
Exhibit sound independent decision-making skills while processing customer transactions and authorizing other CSR's to process customer requests. 9. Assist and serve as backup to the manager in performing audit functions, training new CSR's, making corrections, authorizing overrides, etc. 10. Train on Platform products and processes to back up the Universal Bankers and Personal Banker. 11.
Maintain and balance cash drawer, vault, ATM and branch at close of day. Resolves and/or reports all cash differences. 12. Foster a team concept to meet or exceed branch sales goals and maintain a positive work environment for all employees.
SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED). Minimum of twelve months experience in customer service, sales or cash handling. KNOWLEDGE, SKILLS and ABILITIES Must have good computer skills, the ability to deal with the public and sound decision-making skills.
Proven ability to meet established sales goals and operational efficiency. Highly accurate cash handling ability. Must be able to maintain and display a professional demeanor at all times regardless of the situation or customer's emotional state.
LANGUAGE SKILLS Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor. Ability to interact comfortably and confidently with the public and demonstrate the initiative to initiate dialogue. Ability to read and comprehend instructions, correspondence, memos and procedure manuals.
Ability to write business correspondence. Ability to effectively present information in one-on-one situations. MATHEMATICAL SKILLS Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
Ability to perform these operations using units of American money. Ability to compute rate, ratio, and percent. CERTIFICATES, LICENSES, REGISTRATIONS None are required for this position.
REASONING ABILITY Analytical ability to enable the selection of appropriate methods and actions in order to carry out bank policies and procedures.
Ability to apply common sense understanding to carry out instructions furnished in written and oral formats.
Ability to think through issues, assess the business impact of various course of actions, and make sound decisions for the bank.
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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
The employee frequently is required to stand. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the job environment is usually moderate. This job description will be changed from time to time with appropriate notice from Retail Banking or Human Resources. No contract is intended nor should be inferred from this description. EEO/AA/Minorities/Females/Disabled/Veterans
United Community Financial Corp.