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Customer Service Banking Specialist
2 months ago
The Universal Banker at Anderson Bank plays a crucial role in delivering exceptional customer service while handling a variety of banking transactions. This position requires a keen understanding of financial products and services to effectively meet client needs.
Key Responsibilities- Transaction Processing: Accurately manage all teller transactions in compliance with bank policies.
- Service Promotion: Recognize and seize opportunities to introduce new banking services to customers.
- Transaction Calculation: Utilize appropriate technology to compute daily transactions efficiently.
- Effective Communication: Maintain clear communication with branch management and staff.
- Customer Management: Address challenging customer situations with prompt and suitable responses.
- Cash Management: Adhere to Teller cash limits to ensure operational integrity.
- Account Services: Offer a comprehensive range of services, including the establishment of new personal and business deposit accounts, as well as enrollment in additional products such as CDs, IRAs, and safe deposit boxes.
- Needs Assessment: Identify customer requirements and recommend tailored products and services.
- Inquiry Handling: Respond to routine customer inquiries and escalate complex issues to management.
- Problem Resolution: Conduct account research and troubleshoot issues as needed.
- Clerical Support: Assist with clerical tasks, including phone management, file maintenance, faxing, and copying.
- Compliance Assurance: Uphold confidentiality and adhere to all bank procedures, regulatory standards, and security guidelines.
- Policy Adherence: Follow all bank policies, including BSA regulations and dress codes.
- Loan Assistance: Provide support to loan officers as required.
- Additional Duties: Perform other related responsibilities as assigned.
