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Teller/New Accounts Associate
2 months ago
Teller/New Accounts Associate (Full Time)
The
Teller/New Accounts Financial Associate
is responsible for providing a consistently positive and professional customer service experience demonstrating a high level of sales proficiency in person on the phone. The individual handles customers' initial needs, opens deposit accounts, conducts routine paying and receiving functions, cross-sells bank products and services and directs customers to the appropriate personnel for further assistance. Additional duties:
Opens deposit accounts and ancillary deposit services
Processes paying and receiving transactions
Balances transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
Uncovers customer expansion opportunities and refers customers to proper bank personnel
Performs account maintenance and related activities
Adheres to established internal controls on regulatory requirements ensuring compliance
Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved
Qualifications :
High School diploma or GED
Minimum of two years of retail/sales or banking experience required
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred
Skills:
Demonstrated experience with Microsoft Office Suite
Excellent interpersonal, communication skills, and written communication
Solid organizational skills and attention to detail
Ability to work in a fast-paced, team-oriented environment
Demonstrated ability to maintain confidentiality
Lifting in an office setting may be required up to 30 lbs.
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