SUMMARY
Provides a Way Over Wonderful (WOW) customer experience by assisting customers with all their banking needs. This will include engaging customers in conversations that will build lasting relationships, helping them meet their financial goals by recommending products suited to needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Complete customer transactions quickly and efficiently according to policy and procedure, ensuring compliance with internal controls. Possess superior knowledge of bank products. Be familiar with bank’s website in order to offer and explain to customers the benefits of internet and mobile banking. Identify opportunities to refer customers to other areas of bank as appropriate. Possess an understanding of account fraud; how and where to refer customers for assistance. Complete compliance courses as scheduled. Must possess ability to work with others in a team environment and assist with any and all duties as necessary. Requires regular attendance and punctuality. Other duties as assigned.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High School diploma or general education degree (GED); new hires will possess six months to one year customer facing experience.
LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to communicate effectively with customers and/or employees of organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands 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. While performing the duties of this job, the employee is regularly required to stand; use hands to write, type, file, etc.; and talk or hear. The employee frequently is required to walk and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
