Primary Responsibilities:
• Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by email, and the phone:
• Interact and establish rapport with all clients that conduct business in the branch
• Display outstanding interpersonal skills and maintain a professional image at all times
• Maintain a working knowledge of banking operations as it applies to the position:
• Follow proper procedures to mitigate risk to the bank
• Follow bank policies and banking regulations
• Conduct daily review of specified reports as required
• Complete operations work accurately and efficiently
• Act as primary new accounts contact:
• Possess a high level of knowledge and understanding of all Bank products and service fees in order to meet client needs and/or refer them to the appropriate department
• Build and maintain partnership with relationship management team and internal departments
• Possess a high level understanding of account ownerships and the supporting documentation required by regulatory and bank procedures
• Accurately input account information in the applicable computer programs as part of the new account process
• Conduct teller transactions accurately and efficiently:
• Manage assigned cash drawer within Bank policy and procedures
• Assist supervisor with training new team members if needed
• Perform all other duties and special projects as assigned
(none specified)
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