SUMMARY:Reports to the Assistant Bank Manager or Bank Manager. Ensures customer satisfaction with advanced problem solving skills.
Provides effective deposit sales and service at the branch. Handles customer teller transactions. Impress Every Customer Every Day, Every Time by consistently providing a legendary Eagle Experience.RESPONSIBILITIES:SALES/CUSTOMER SERVICE 45%Ensure customers have and/or are aware of "the right" IB products and services to meet their needs.Competent with all IB products, services and electronic banking services.Uncover customer needs and refer customers appropriately to strategic partner (commercial, non-traditional, investment, etc.).Support the branch new account opening process, ensuring
Appropriate product and service selection
Current financial information captured
Strive for 5/8 is great goals met
Effective onboarding, measured by results
QualityProactively contact customer base, understand current financial situation and offer the best solution for their needsBRANCH OPERATIONS - 45 %Perform daily teller operational responsibilities.Advanced problem solving: Resolves questions, issues and concerns with customers efficiently and effectively.Follows operating policies and procedures and stays within approved limits.MISCELLANOUS - 10%May serve on various focus groups/committees.Community involvement at appropriate level.Performs additional duties as required.
Independent Bank Corporation