Associate Banker I
3 weeks ago
GENERAL FUNCTION:
The role of the Teller/Associate Banker I is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller/Associate Banker is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Perform daily office responsibilities and tasks such as account transactions, account maintenance, customer correspondence, balancing consistently, balance and monitor cash items, order and prepare cash shipments, and collection items.
Maintain a balancing record that is in line with policy; have the ability to find and correct outages and to enlist help as needed for more difficult errors.
Greet and welcome every client as they enter the branch; acknowledge by name, if known.
Consistently meet or exceed referral sales goals as set by Branch management by effectively and efficiently cross-selling bank products and services to both current and potential customers.
As needed, perform account opening and account maintenance duties
Deliver superior customer service with both internal and external customers and escalate issues to management when necessary.
Provide access and servicing to safe deposit box customers.
Follow policies, procedures, regulations, confidentiality requirements, and operational controls.
Address customer problems with professionalism and sound judgment.
Maintain open and honest communication with Branch team members.
Promote and display effective planning and organizational skills, dependability, flexibility, and enthusiastic participation of change and innovation including opening and closing Branch as needed.
Maintain a well-developed working knowledge of the complete line of products and services offered.
Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.
Actively participate in bank promotional events and product/service initiatives in order to support bank sales and service goals.
Represent the bank in the community in a professional manner.
Follow all Branch standards including maintaining a well organized and prepared work environment.
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