Universal Banker - Rockford, United States - Northwest Bank of Rockford

Description

Job Description

Organization Overview:

Northwest Bank opened its first office in Rockford in 1972. Our founders had a vision of providing the Rockford area with community banking services that customers could depend on. Northwest Bank of Rockford is a subsidiary bank of Foresight Financial Group, Inc.

To be a successful Team Member an individual should contribute to and promote the organization's culture by championing the organization's goals and mission to be a high performance community bank. A commitment to the organization's shared values of Respect, Enthusiasm, Caring, Integrity, Teamwork, and Expertise is apparent in everyday actions, communication, and decision making process, and the Team Member actively contributes to creating a positive working environment for all Team Members.

Position Summary:

Responsible for ensuring customer transactions are handled in a prompt, professional manner and assists customer with account setup and maintenance.

Primary Responsibilities:

1. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
2. Cashes checks and pays out money after verification of signatures and customer balances.
3. Places holds on accounts for uncollected funds.
4. Records and balances currency, coin, and checks in cash drawer and vault throughout shift and compare totaled amounts with data displayed on computer screen.
5. Completes necessary tasks to open and close branch.
6. Exercises dual control when needed to process bank by mail transactions, night depository, and vault.
7. May count and balance funds in ATM and balance coin machine as needed by location.
8. Accepts all types of loan payments.
9. Handles a variety of miscellaneous products and services, including cashier's checks, money orders, credit card cash advances, property tax and loan payments, license stickers, gift cards, etc.
10. Completes large currency transaction and license sticker reports and coin and currency tracking.
11. Evaluates needs of potential customers and offers appropriate financial products and services.
12. Prepares and compiles new customer application and information and documents to open new accounts including checking, savings, money market, Certificates of Deposits, and Safe Deposit Boxes.
13. Responds to customer inquiries and requests regarding account and additional banking services.
14. Completes Bankers Edge courses with passing grade by scheduled due date.
15. Serve as lead person to assist CSRs with daily activities; approve exceptions to check cashing and deposit acceptance policies within established guidelines; assist with daily workflow for Teller Area; Aid leadership with compliance to Teller operations policy and procedure.
16. Provides back-up assistance to receptionist and Customer access to Safe Deposit Box area as needed.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Competencies:

Customer Service Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Communicator: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions.

Adaptability: Adapts to change, open to new ideas and responsibilities.

Initiative: Motivated and driven by achieving or surpassing expectations, proactively identifying efficiencies, learning new products and improving delivery of customer service.

Technical: Knowledge of Word Processing software, Spreadsheet software, Internet software. Knowledge of Jack Henry, Deposit Pro, or Laser Pro Software.

Position Performance Standards:

Meet annual sales goals.

Accurate processing and documentation of new accounts, processing of customer transactions and maintenance.

Meet balancing and accuracy guidelines as defined by the CSR manual.

Meet referral goals as defined by the CSR manual.

Performance Weightings:

30% Competencies

70% Position Performance Standards and Personal Goals

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or general education degree (GED) required. One (1) year customer service experience and a minimum one (1) year banking experience as a teller required.

Physical Demands and Work Environment:

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time. This position must have the ability to lift up to 50 pounds.