- Correctly and efficiently transfer calls to the appropriate team member.- Assisting customers with operating Interactive Teller machines to complete counter check requests, debit card orders, change order requests, non-cash deposits and loan payments, and providing Online banking support by setting up new users and unlocking account access.- Verification of Wire Transfers to Customer accounts.- May be asked to perform supporting duties that may include quality control on scanned documents and providing notary services for bank customers.- Collect, sort, and correctly distribute incoming mail and packages.- Manage bank returned mail and log all packages according to bank procedure.- Responsible for setting up any lobby customer thank you events- Maintain knowledge of banking products and services with the ability to make recommendations to customers to cross sell products.- Must provide superior internal and external customer service: must demonstrate self-governance, courtesy, and respect toward all external customers and vendors as well as internal customers (Team Members).- Provide exceptional customer service internally and externally while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.- Open deposit accounts and related products following procedures for reviewing, approving, or denying applications for consumer and business customers.- Assist with closing accounts as requested by customer or Bank initiated closures; I.E. NSF, fraud, etc.- Assist customers with online banking issues.- Open, renew, or redeem Certificates of Deposit.- Assist with opening and servicing Health Savings Accounts (HSA) and Individual Retirement Accounts (IRA).- Enter new account data and file maintenance into system.- Look for opportunities to offer additional products and services to all customers- Issue Debit Cards, assist with customer inquiries, and research, resolve and maintain Debit card disputes.- Complete scanning and/or electronic filing of account documentation daily- Assist with monthly reports.- Assist customers with routine transactions such as address changes or stop payments.- Research and resolve customer inquiries.- Be familiar with Banks Online Banking, Merchant capture, Courtesy Pay (overdrafts) Program, and Interactive Teller Machines.
1-4 years
- Represent our Bank in a professional manner which includes a professional image, confidentiality, a positive "can-do, get it done" attitude, good attendance, punctuality, flexibility, and adaptability in meeting bank and customer needs
- Prior banking experience as teller and new accounts- High School Diploma- Must be bondable
High School
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