Engages and connects with customers, gathering customer information to acquire new relationships and grow/retain existing relationships while providing exceptional customer service to help resolve any questions or issues related to customer accounts or bank products and services.
Essential Job Functions
Provides a complete range of customer services, including opening new accounts, servicing existing accounts, cashing checks, taking deposits, accepting payments, completing withdrawals, balancing customer accounts, ordering checks, transferring funds from one account to another, originating specified loans, and other transactions
Engages customers, responds appropriately to opportunities to help customers by asking relevant questions, listening to needs, and directing to the appropriate associate, delivering exceptional customer experiences
Effectively identifies and submits quality referrals to branch associates, internal partners (mortgage, community banking, treasury services, etc.), and vendor partners (credit card, merchant services, insurance, etc.)
Identifies opportunities for follow-up and/or business development calls and communicates appropriately
Assists with resolution of common or simple customer questions and problems, escalating for assistance if needed
Assists with monthly cash count, verifying and distributing cash and coins as required
Actively participates in executing the branch’s strategic plan to grow core deposits and loans, fee income
Seeks overrides and exceptions as necessary
Review and approve overrides within authority limits
Reviews own work to ensure accuracy
Reads all required communication and takes appropriate action
Reviews reports on individual and team KPIs and performance metrics
Takes responsibility for developing new skills and behavioral competencies. Contributes to the development action plan
Participates in team meetings and activities
May attend bank-sponsored events to serve citizens and community, enhancing the visibility of the Bank
Adheres to compliance, regulatory, security and operating policies and procedures
May assist in onboarding new associates by providing information, resources, and training reinforcement
Job Requirements
High school diploma or equivalence required, some college a plus
Successful customer service and /or sales experience required
Previous experience in a commercial bank or related industry a plus
Prior cash handling experience a plus
Knowledge/Skills Required
Excellent customer service skills
Excellent collaboration skills
Detailed oriented, must be able to multi-task
Strong verbal and written communication skills
Ability to perform effectively in a fast-paced environment
Basic math and accounting skills are needed with emphasis on balancing
Basic computer literacy
Knowledge of banking products and services is a plus
Knowledge of Word and Excel a plus
Physical And Mental Qualifications
Sitting, standing, walking to the terminal, and occasional stooping
Requires lifting bags and/or tray of coins and bills periodically
May be required to work overtime periodically
Travel between branches in the local market as needed
Seniority level
Entry level
Employment type
Full-time
Job function
Finance
Industries
Banking
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