- Acquire New Clients - Demonstrate growth by acquiring new customers thru outbound calling, engaging customers, and following thru on teller referrals.
- Cross sell additional products and services to existing customers.
- Customer Outreach/Development - Schedule appointments and perform on-site visits or perform outbound telephone calls to community members/businesses to discuss financial solutions; a minimum of two visits/calls with community organizations per week.
- Follow up with customer's post-account opening at the following intervals: 10 days, 6 weeks and three months.
- Fulfill customer service requests to ensure customer satisfaction and retention
- Identify sales opportunities by turning a service issue into a sale (especially life event changes).
- Promote alternate channel delivery (Online Banking, Debit Card, ATM) making day-to-day banking more convenient for customers.
- Responsible to perform service behaviors as measured in the bank Customer Service Shopper Program, toward the achievement of maximum customer satisfaction and the highest branch ratings.
- Process customer transactions face-to-face, such as cashing checks and handling deposits, withdrawals, money orders, and cashier's checks
- Provide exceptional customer service in response to customer needs and requests
- Adhere to all applicable laws, regulations, Bank policies and procedures, including the Bank Secrecy act, Anti Money Laundering laws, Office of Foreign Asset Control requirements and other regulatory requirements.
- Open new financial relationships
- Deepen existing financial relationships thru cross-selling
- Sales referrals to internal partners (e.g. Lending Group, Investment Group)
- Set appointments for account reviews
- Outbound telephone calling
- High School diploma or equivalent
- Minimum of two years in a sales position preferred
- Ability to make sound judgments based on given information
- Excellent communication and interpersonal skills
- Prior experience working with the general public required
- Prior experience in retail or cash handling roles
- Computer Savvy
- Must be customer-focused
- Must detail-oriented and able to work with numbers quickly and accurately
- Basic Accounting knowledge a plus
- Skills Necessary:
- Adheres to sales processes and action plans
- Listens to and acts upon instructions
- Demonstrates accountability
- Excellent verbal communication, interpersonal and problem-solving skills
- Team oriented
- Microsoft Excel and Word experience preferred
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Description
Corporate Title: Universal TellerFLSA: Non-Exempt
Department: Retail
Reports to: Assistant Branch Manager
Position Summary: The Universal Teller responsibilities include acquiring new clients and cross selling community outreach/development. They are required to understand, enforce and be coached on the Bank's sales process. They are also responsible for processing customer transactions as well as informing customers about a variety of Bank products and services. Universal Tellers must be able to interact with customers in a professional and knowledgeable manner.
Essential Duties and Responsibilities: