Teller and Customer Engagement Specialist

1 week ago

West Des Moines, Iowa, United States Midwest Heritage Full time

At Midwest Heritage, we prioritize both our customers and our team members, fostering a culture of mutual support and respect. Our employees recognize that their efforts contribute significantly to the overall success of our organization and their own personal and professional development.

Job Title: Retail Sales Associate I (Teller)

Department: Banking

FLSA: Non-Exempt

General Overview

The Retail Sales Associate I plays a vital role in executing teller and personal banking operations. This position is tasked with promoting a wide range of products and services offered by Midwest Heritage while delivering exceptional service to both existing and potential customers.

  • Our retail locations operate six days a week with extended hours during weekdays. Flexibility to work non-traditional hours, including weekends and evenings, is essential.
  • The Chariton location is also open six days a week, requiring availability on Saturdays.
Core Competencies
  • Customer-Centric Approach
  • Cash Management Skills
  • Detail-Oriented
  • Accuracy in Transactions
  • Professional Demeanor
Reporting Structure

Reports to: Operations Supervisor

Positions Reporting to You: None

Key Responsibilities:
  • Conduct in-aisle walks and make public address announcements as necessary (Retail Locations).
  • Enhance existing customer relationships and attract new clientele by introducing them to our diverse range of products and services.
  • Consistently meet and exceed sales targets.
  • Process various teller transactions and maintain a balanced cash drawer daily.
  • Stay informed about Midwest Heritage products and services through ongoing training and internal communications.
  • Assist the Operations Supervisor with clerical tasks, including filing, ordering supplies, maintaining office records, and preparing reports.
  • Achieve operational goals consistently.
  • Ensure customer satisfaction with the products and services provided.
  • Engage proactively and professionally with customers regarding their financial needs.
Knowledge, Skills, Abilities, and Characteristics:
  • Professional presentation and outstanding communication skills.
  • Strong attention to detail.
  • Proficient computer and keyboarding skills.
  • Reliable attendance and punctuality.
  • Availability for workdays, evenings until 6:00 PM, and weekends is required.
Education and Experience:
  • Minimum age of 16 years.
  • Demonstrated experience in a customer service role.
  • Prior sales or cash handling experience is preferred.
  • Experience as a Bank Teller is advantageous.
  • Previous roles should reflect the ability to sell, communicate effectively, and deliver excellent customer service.
Physical Requirements:
  • This role is classified as sedentary/light, requiring the ability to sit or stand for extended periods.
  • Frequent communication with customers in person and via phone, necessitating accurate information exchange.
  • Regular operation of office equipment, including computers, calculators, and printers.
  • Close visual acuity is needed for tasks such as data analysis, transcription, and reading.
Working Conditions:
  • Primarily indoors with occasional local travel.
  • Retail hours vary weekly, including days, evenings until close (6 PM), and some weekends.
Equipment Utilized:

Computer printouts, incoming mail, calculators, computer terminals, copy machines, fax machines, and various software applications.

Contacts:

This position interacts with Midwest Heritage employees, customers, vendors, and external agents engaged in business with Midwest Heritage.

Confidentiality:

This role entails the responsibility of safeguarding the privacy and confidentiality of customers, employees, and sensitive financial information at all times.

All employees are expected to:
  • Adhere to all state and federal regulatory requirements and complete necessary training within specified timeframes.
  • Deliver quality work within established deadlines.
  • Engage professionally with colleagues, customers, and suppliers.
  • Collaborate effectively as a team member on all assignments.
  • Work independently while recognizing the importance of communication and coordination with other employees and departments.

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