Customer Service Banker
1 week ago
Position Overview:
As a Personal Banker, you will be responsible for delivering outstanding customer service in a dynamic, sales-driven atmosphere. Your role will involve handling cash transactions and providing various banking services to our diverse clientele.
Key Responsibilities:
1. Deliver exceptional customer service while processing cash receipts and payments in a high-volume environment.
2. Adhere to established policies and procedures as directed by management.
3. Achieve monthly new account production goals as set by upper management.
4. Accurately process deposits and withdrawals, ensuring all transactions are recorded correctly and daily operations are balanced.
5. Verify cash and check deposits, ensuring proper endorsements and safeguarding against counterfeit items.
6. Enter transactions into the computer system and issue customer receipts promptly.
7. Sell and prepare various financial instruments, including money orders, cashier's checks, and certificates of deposit.
8. Facilitate Western Union transactions and cash advances as needed.
9. Promote and cross-sell bank products and services to enhance customer experience.
10. Provide banking services to a varied customer base, including support for Spanish-speaking clients.
11. Perform additional tasks as requested by supervisors related to banking operations.
Work Environment:
This position requires standing or walking for extended periods, depending on branch location. You will be expected to thrive in a fast-paced, sometimes noisy environment, utilizing office machinery and computer systems effectively. The role may require lifting items up to 25 lbs.
Qualifications:
- A minimum of six months experience in retail or customer service is preferred.
- Ability to collaborate effectively with team members.
- Flexibility to work varied schedules, including evenings, weekends, and holidays, based on business needs.
- High school diploma or equivalent is required.
- Candidates must be at least 18 years of age and successfully pass a background check as per company policy.
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