What are the responsibilities and job description for the Service Banker position at Career Opportunities?
Job Function:
Provides existing and potential customers with excellent customer service while performing a variety of transaction functions, in line with established policies and procedures. Knowledgeable of bank services to cross sell or refer products/services as customer needs are identified. Processing teller transactions and performing a variety of sales and service activities to support the financial center.
Essential Duties and Responsibilities:
- Demonstrates commitment, dependability and respect for the team with attendance, punctuality, and agreed-upon schedule of availability.
- Projects a professional image in dress, manner, communication and focus.
- Associate may be asked to travel to multiple financial centers within a region(s).
- Greet and assist customers as they arrive in the Financial Center; provide exceptional customer service throughout the customer interaction.
- Process all types of teller and banker transactions accurately and according to policy and procedure. Assists customer with additional requests or service issues.
- Process daily night drop and ATM deposits and balancing under dual control.
- Maintains security of teller cash according to authority levels per the Authorities and Guidelines.
- Works toward achievement of individual sales and service goals. Expected to meet minimum performance standards as outlined in the performance scorecard for this position. Uses consultative selling techniques using customer profile tool to uncover and provide client solutions through bank products and services.
- Handles cash accurately to maintain an acceptable cash difference record.
- Preserves the confidentiality of customer information according to the Non-solicitation and Non-disclosure policy of the Bank.
- Performs operational work flow for teller area, handles compliance, audit, operations and follows regulatory standards.
- Expected to attend and participate in ongoing training and Financial Center meetings.
- Will also manage customer service requests, sales, new account opening and referral to other business partners as needed to support the banker in the financial center.
- Other tasks as assigned.
Job Qualifications/ Preferred Skills and Abilities:
- Education: High School diploma or equivalent.
- Experience: retail sales/service experience including cash handling, or prior teller experience preferred.
- Professional written and verbal communication skills.
- Exhibit and maintain high degree of professionalism.
- Maintain high degree of confidentiality and integrity.
- Strong time management skills.
- Attention to detail.
- Demonstrates computer literacy.
- Proactive sales and service skills including outbound calls to customers.
Financial Center hours: 8:30am – 530pm; Mon. – Fri.; 9:00am – 12:00pm Saturdays. Hours will be set based upon staffing needs of Financial Center. Associate availability should be 8:00am to 6:00pm Mon. – Fri. and 8:15am to 12:15pm Saturdays.