Qureos Mentor

Central Bank

<div>Performs customer services such as opening new accounts and assisting customers with queries concerning financial institution products and services.
 
Responsible for the development of new business relationships and maintaining existing relationships.
 
Explores customer needs and cross-sells services that are in the best interest of the customer or refers the customer to the appropriate internal specialist.
 
Conducts relationships and activities consistent with established Bank policies, procedures and systems, and all applicable state and federal laws and regulations.
 
Provides quality, personalized customer service in person and by telephone by effectively managing customer wait time and using the customer's name, greetings, and closings to ensure customer satisfaction; follows our Legendary Service Standards.
 
Assesses the needs of the customer using the Customer Needs Assessment tool, explains different types of accounts available, and assists in the selection of the most appropriate product for the customer's needs. 
Opens new personal or business accounts including checking and savings accounts, certificates of deposit, safe deposit boxes, individual retirement accounts, internet banking services, ATM and debit cards, and credit cards; accurately prepares all related documentation.
 
Provides accurate and timely service on account maintenance and research requests, change of address requests, stop payment requests, telephone and wire transfer requests, check orders, funds transfer requests, and other customer requests.
 
Answers questions, gives explanations, and solves problems for customers in person, over the telephone, and through correspondence.
 
Proactively contacts customers by telephone, written correspondence, or in person to develop, retain, and expand banking relationship.
 
Develops, expands, and maximizes customer relationships by being alert and responsive to opportunities to cross-sell additional products and services that benefit the customer and promote customer retention. 
Recognizes opportunities and refers customers to business partners within the bank for loan, investment, and merchant products.
 
Actively participates in iStep program; attends appropriate sales and iStep meetings and training; utilizes iStep program initiatives; works with manager to set iStep goals and takes responsibility for reaching targeted goals; tracks and submits sales in iStep system.
 
Attends all required training.
 
Acquires and maintains knowledge of relevant products, services, policies, and procedures.
 
Acquires and maintains thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, Chex Systems, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
 
Acquires and maintains thorough understanding of security procedures; practices established procedures. 
Assists others in the department/facility as needed and/or directed.
 
May be assigned teller responsibilities (see separate Teller job description).
Requirements:
Education and/or Experience
 
High school diploma or equivalent
 
Previous customer service / new accounts experience preferred
 
Previous teller or cash handling experience preferred
 
Previous sales experience preferred Knowledge of bank accounts and services, policies and procedures, and regulations preferred
 
Experience with banking software preferred
 
 
Computer and Equipment Skills
 
Ability to operate teller and office equipment including computers, calculators/adding machines, telephones, voice mail, electronic typewriters, copy machines, fax machines, automatic currency counter, coin machine, check encoder, and security devices.
 
Knowledge of spreadsheet and word processing software preferred
 
 
Communication Skills
 
Ability to read, write, and speak English
 
Ability to read and comprehend simple instructions, short correspondence, and memos
 
Ability to write simple correspondence
 
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
 
Strong sales, interpersonal, and communication skills
 
 
Mathematical Skills
 
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
 
Ability to compute rate, ratio, and percent
 
Ability to accurately count, receive, and disburse cash
 
 
Reasoning Ability
 
Ability to apply common sense understanding to interpret and carry out instructions furnished in written, oral, or diagram form
 
Ability to deal with problems involving several concrete variables in standardized situations</div>

Relationship Banker

Provide accurate, friendly, and professional service to Bank customers through their daily transactions of business such as handling deposits, check cashing, issuing money orders, and official checks, etc.
 Recognize and interpret customer needs and suggests appropriate bank services to assist in meeting its sales goals; actively participate in the branch sales program and goal achievement.
 Demonstrate quality customer service by incorporating the Legendary Service Standards.
 Balance daily work and research differences where applicable.
 Perform teller functions in accordance with established bank policies, procedures and regulations.
 Assist with the daily operations of the Teller/ATM areas.
 Other duties as assigned.
 
We offer paid time off (PTO) and holidays. In addition, we offer tuition reimbursement, group health insurance including dental, vision, company paid life insurance and a 401(k) plan with employer match contribution and an employer non-elective contribution.
 
Requirements: 
High school education or equivalent
 Basic math skills required
 PC and typing skills required
 Attention to detail required
 Ability to maintain regular and punctual attendance
 Must possess good judgment skills and the ability to handle confidential information
 Ability to read, write, and speak English
 Effective oral and written communication skills
 Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner
 Ability to work quickly and accurately, analyze information and make decisions
 Willingness to assume additional responsibilities/duties/projects as they arise
 Ability to operate office equipment including computers, calculators/adding machines, telephones, voice mail, copy machines, fax machines, automatic currency counter, coin machine, check encoder, and security devices
 Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Customer Service Representative

Join Central Bank and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Central Bank

ABOUT_COMPANY

Relationship Banker

Customer Service Representative