Mobile Banking Representative

2 months ago


Richmond Heights, Virginia, United States Sonabank Full time
Job Summary

We are seeking a highly motivated and detail-oriented Mobile Banking Representative to join our team at Sonabank. As a Mobile Banking Representative, you will play a critical role in delivering exceptional customer service and ensuring the smooth execution of banking transactions.

Key Responsibilities
  • Customer Service: Provide top-notch customer service to clients, ensuring their needs are met and exceeded.
  • Transaction Coordination: Coordinate and execute banking transactions, including cash, checks, debit cards, and notary services, in a timely and efficient manner.
  • App Utilization: Master the use of our proprietary app to navigate and fulfill customer requests with ease and accuracy.
  • Autonomous Work: Work independently, utilizing technology and communication tools to effectively manage your workload and meet performance metrics.
  • Team Collaboration: Collaborate with the Fulfillment Lead and branch personnel to ensure seamless transaction completions and achieve team success.
  • Customer Engagement: Encourage customer engagement by sharing knowledge of bank services and emphasizing the importance of banking expertise.
  • Vehicle Maintenance: Maintain and manage the company vehicle, including regular service check-ups and submitting mileage/fuel receipts for reimbursement.
  • Security and Compliance: Securely transport transactions, maintaining vigilance and adhering to established safety protocols, as well as complying with state and federal regulations and bank policies.
Requirements
  • Education: High School diploma or equivalent.
  • Experience: Previous delivery, security experience, or Military background (preferred). Leadership experience in a retail environment (preferred).
  • Skill Requirements: Ability to work independently, maintain confidentiality, safety awareness, and adhere to established safety protocols; proficiently utilize a GPS system for navigation; maintain a valid driver's license with a satisfactory driving record; and maintain an active car insurance policy.
Work Environment
  • Travel: Continuous travel in a motor vehicle.
  • Office Environment: Frequent office/branch environment.


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