Banking Center Support Specialist
Found in: Resume Library US A2 - 5 days ago
Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals.
Principal Duties & Responsibilities:
Consistently meets and/or exceed assigned individual and team sales goals.
Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service.
Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate.
Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.
Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc.
Facilitates transactions. Responds quickly and effectively to client questions.
Provides access to safe deposit boxes after verifying the client’s identity and right to access.
Completes necessary documents for clients to rent, transfer or surrender a safe deposit box.
Receives and records payments for safe deposit box rent.
Follows up on past due safe deposit box rent.
Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property.
Prepares abandoned property for escheatment.
Works to achieve the Bank’s team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc.
Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy.
Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures.
Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service.
Completes all necessary G/L tickets and balances accurately.
Able to handle vault duties and ATM reconciliations
May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures
Assists as needed with Branch BSA operations and processes wire transfers.
Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis.
Must be able to travel to various Bank locations with little or no notice.
Qualifications:
2-4 years teller experience
Account opening and servicing experience
Strong sales experience
Must have proven abilities in needs-based sales and high-level client servicing skills
Excellent client service and cash handling experience is necessary
Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately
Able to accurately handle the most complex transactions efficiently
Be security conscious, accurate and attentive to detail
Should have an understanding of compliance with Federal & State laws governing teller areas
A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required
May need to work extended hours that may include weekends
Education:
High school graduate or equivalent.
Special Instructions to Candidates:
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters provided by OFCCP .
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at (phone number removed) or by e-mail at .
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