- Perform daily responsibilities to include cross-selling additional bank products, along with knowledge of opening and closing accounts, servicing customers, processing stop payments, wire transfers, telephone transfers, placing check orders, processing special instructions on accounts and performing general file maintenance.
- Consistently executes the Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction.
- Consistently meet or exceed sales goals as set by Branch management by effectively and efficiently cross-selling bank products and services to both current and potential customers.
- Perform daily office responsibilities and tasks such as account transactions, account maintenance, customer correspondence, balancing consistently, balance and monitor cash items, order and prepare cash shipments, and collection items.
- Maintain a balancing record that is in line with policy; have the ability to find and correct outages and to enlist help as needed for more difficult errors.
- Assist in the review of daily reports.
- Provide access and servicing to safe deposit box customers.
- Responsible for referring sales opportunities to other lines of businesses.
- Perform teller duties as needed.
- Deliver superior customer service with both internal and external customers.
- Follow policies, procedures, regulations, confidentiality requirements, and operational controls.
- Promote and display effective planning and organizational skills, dependability, flexibility, and enthusiastic participation of change and innovation including opening and closing Branch as needed.
- Maintain a well-developed working knowledge of the complete line of products and services offered; taking responsibility to keep up to date and request assistance for further development needs.
- Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.
- Provide support to new and less experienced Personal Bankers and Tellers, answering questions and finding solutions to customer issues that require more experience.
- Actively participate in bank promotional events and product/service initiatives in order to support bank sales and service goals.
- Represent the bank in the community in a professional manner.
- Follow all Branch standards including maintaining a well organized and prepared work environment.
- Extensive cash handling, which requires ability to perform basic math functions.
- Ability to present and maintain a professional image at all times.
- Ability to properly read and write well enough to communicate in both oral and written form.
- Ability to take initiative and utilize sound judgment in decision-making and higher-level problem solving.
- Ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by others as a leader.
- Ability to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
- Must have the ability to demonstrate a sales initiative.
- Strong Spanish skills preferred
- High School Diploma or its equivalent.
- Minimum one-year related experience in retail banking and/or sales.
- Extensive cash handling, which requires ability to perform basic math functions.
- In-depth knowledge of banking policies, procedures and regulations in order to perform duties with minimal supervision.
- Ability to take initiative and utilize sound judgment in decision-making and higher-level problem solving.
- Must have the ability to demonstrate a sales initiative.
- Extensive cash handling, which requires ability to perform basic math functions.
- Ability to present and maintain a professional image at all times.
- Ability to properly read and write well enough to communicate in both oral and written form.
- Ability to take initiative and utilize sound judgment in decision-making and higher-level problem solving.
- Ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by others as a leader.
- Ability to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
- Must have the ability to demonstrate a sales initiative.
- Strong Spanish skills preferred
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Description
GENERAL FUNCTION:
Establish new and increase existing customer account relationships through sales and referrals of retail, commercial, mortgage, investments, and other line of business products and services. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Required Skills
Required Experience
