Department: Retail Banking
Reports to: Senior Banking Officer
Supervises: None
Summary:
Opens and closes all types of savings and transaction accounts. Transfers funds between accounts. Answers inquires and prepares correspondence on matters related to customer accounts.
Job Requirements:
- High school diploma or equivalent.
- Two or more years experience in customer service relations
- Basis computer skills
- Excellent verbal and written communication skills.
- Interpersonal skills to represent the bank positively in dealing with customer/teller transactions.
- One to two years of job-related experience helpful.
- 10-key calculator by touch.
- Ability to use computer keyboard.
- Ability to read / legibly write up documents for customers.
- Capability to relate to and empathize with other people and to maintain a friendly, cheerful demeanor throughout the day.
Specific Job Functions:
- Represents the bank to the customer in a courteous and professional manner, provides prompt, efficient, and accurate service in the processing of transactions.
- Capability to relate to and empathize with other people and to maintain a friendly, cheerful demeanor throughout the day.
- Cross-sells bank’s products and services as appropriate.
- Advises customers of status of accounts and answers questions.
- Knowledgeable in all aspects of the customer service department’s policies and procedures.
- Answers telephone and written inquiries concerning savings, certificate and checking accounts and can provide other account information.
- Offers a Tell-Friend Coupon with an enthusiastic comment or explanation with every transaction.
- Recommend the best checking account to customers by using the sales presentation process and asking for the business.
- Utilize the HPC incentives to attract new customers (frees gifts, buy-back program).
- Identify sales opportunities at the teller line and at the drive-thru and make professional referrals to other team members.
- Wear your HPC button daily.
- Assist with creating Thank You Gift displays.
Physical demands and work environment:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical demands:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Physical demands: While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop, kneel; talk or hear. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
- Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.
