Provides quality, accurate and timely customer service. Promotes bank products through positive proactive sales, informs and educates customers about products, services and benefits. Embraces the sales strategy of the Bank. Performs related duties as required to achieve banking branch goals (meet/exceed sales goals/referral goals, etc). Provides support to branch management and performs processing of paying and receiving transactions if needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Responsible for opening checking accounts, savings accounts, and provides all other deposit product services at the customer's request. Looks for products/services to benefit customers & actively informs/sells these benefits/products to clients. Profiles customers to identify needs, follow through and close the sale.
Responsible for supporting the teller line to keep the customer lines to a minimum and exhibit quality customer service (performs processing of financial transactions as needed).
Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
Participate in client/prospect calling activities during special deposit/loan campaigns.
Assist in conducting and/or participate in meetings to enhance knowledge of sales initiatives/processes, bank products, operational processes and "exceptional" customer service delivery.
Take loan applications for personal/retail consumer needs as required.
Assist with dual control vault responsibilities and assists with audit controls.
Assist branch management with 'on the job training" of new employees.
Performs all other duties as assigned
No supervisory responsibilities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
COMPUTER AND OFFICE EQUIPMENT SKILLS
1.Microsoft Office suite - ie Outlook, Word, Excel, MS Access is a plus
2.10-key calculator; coin counter.
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)