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Personal Account Representative

4 months ago

Pasco, United States 1st Security Full time
Job Details

Level
Entry

Job Location
Hadlock Branch - Hadlock, WA

Position Type
Full Time

Education Level
High School

Salary Range
$20.00 - $20.00 Hourly

Job Shift
Day

Job Category
Banking

Description

A GREAT PLACE TO WORK AND BANK

Join our team 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams

If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 8 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY:

Responsible for greeting clients (in person or by telephone) and appropriately assisting them either personally or by referral to another staff member.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
  • Takes action to connect with customers in a way that promotes 1st Security Bank.
  • Achieves monthly goals.
  • Processes monetary transactions and balances cashbox daily.
  • Receives and processes name and address changes and other account maintenance as needed.
  • Takes initiative to learn bank products, services, and procedures by utilizing their Branch Development Plan.
  • Provides routine information and cross-sell Bank products and services.
  • Participates in branch operational and audit activities as assigned.
  • Follows appropriate steps to ensure branch security.
  • Travels to assigned 1st Security Bank locations as business needs require.
  • Adheres to 1st Security Bank policies and procedures.
  • Supports management decisions and goals in a positive, professional manner and represents the bank with a high level of integrity.
  • Performs other duties as assigned.
YOU WILL BE ELIGIBLE FOR
  • Full medical, dental, and vision coverage for individual or family plan.
  • Life insurance.
  • Long- and short-term disability insurance.
  • 401K matching program.
  • Paid sick and vacation time.
OUR CORE VALUES
  • Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers.
  • Ethical - fair, honest and act with integrity.
  • Lead by Example- maintain a positive attitude, show respect for others, and have some fun
  • Accountable- we take our responsibilities seriously and we meet our commitments with urgency.
  • Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank.
  • Embrace Dreams - we encourage each other to reach for our dreams.
  • Diversity - we celebrate diversity and support equality for all.
  • Community Oriented - we actively support our communities and the Bank's CRA initiatives.
  • Open and Honest Communication- always professional, responsive, and timely.
Qualifications

EDUCATION and/or EXPERIENCE
  • High school diploma or equivalent and at least one year work experience.
  • Basic Knowledge of all applicable Regulations that pertain to this position is required.
  • Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs.
  • Must be bondable.
COMPUTER SKILLS

To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The employee will operate in a general office environment, using office equipment such as a phone and a computer. The employee must be able to bend and squat occasionally when accessing safety deposit boxes or storage.