New Accounts
3 weeks ago
New Accounts/Sales Activities
- Effectively interviews and profiles customers to recommend appropriate banking products and services
- Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
- Generates new business to assist in meeting bank profitability and branch goals
- Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
- Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
- Maintains thorough knowledge of bank products and services
Branch Operations Activities
- Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
- Ensures all documentation is approved and uploaded in in FSP
- Processes teller transactions as needed and maintains an excellent balancing record
- Responds to client inquiries and requests regarding account
- Adheres to Banking regulations, including but not limited to Bank Secrecy Act
- As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
Service Activities
- Provide expedient and courteous service to all clients both in person and on the phone
- Consistently models exemplary customer service
- Actively listens to customers and maintains a friendly, positive, professional attitude
- Proactively identify and retain "at-risk" customers
- Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Qualifications
- A minimum of 2 years banking teller experience is required
- Experience with opening consumer accounts and basic business accounts is required
- Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
- Must possess excellent judgment and the ability to accept responsibility and handle confidential information
- Must be proficient in using Word, Excel, and Outlook applications and banking programs
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