banking center representative

Forcht Bank

<div>
 
 Summary
 
 
 
 The Bank Teller (Concierge Banker) is responsible for assisting the assigned Banking Center in meeting and/or exceeding branch profitability goals by generating new and/or managing existing customers and ensuring that efficient, professional, and quality VIP service is delivered through the handling of various financial transactions whether in person or by telephone.
 
 
 
 BE HAPPIER IN YOUR CAREER
 
 
 
 As an 8-time winner of Best Places to Work (in Kentucky), we understand the importance of creating a workplace culture that gives our bankers a purpose each and every day. That purpose is to find unique ways to deliver our brand of happier banking service to customers and other employees. We&rsquo;re looking for self-starters, outside-the-box thinkers, customer service wizards, small business enthusiasts, and servants within their community. Notice we didn&rsquo;t say bankers. At Forcht Bank we value diverse and unique thinking that could help us serve our customers better. That&rsquo;s exactly who we are. What other banks do you know that have an Ice Cream Machine to hand out free ice cream and 18 foot tall forks outside their locations?
 
 
 
 Who We Are
 
 
 
 While we opened our doors in 1985 offering traditional banking services, we soon realized we needed to deliver them in a nontraditional way. Financial services are a competitive industry, with over 5,000 banks and 5,300 credit unions. That&rsquo;s a lot. We understand that we must differentiate ourselves by offering a unique combination of banking, consisting of exceptional customer service and with a twist of great digital banking tools to help our customers manage their basic needs. This is part of our happier banking recipe. Another component is encouraging our bankers to exemplify our values daily.
 
 
 
 We Believe In
 
 
 
 <ul>
 <li>
 Giving back to our communities.
 </li>
 <li>
 Embracing change and evolution
 </li>
 <li>
 Building relationships based on trust and transparency
 </li>
 <li>
 Celebrating and embracing our diversity
 
 
 </li>
 </ul>
 
 THE PERKS
 
 
 
 
 Skills
 
 
 
 Our commitment is to grow and train happier employees, providing them with the skills to deliver happier banking and create happier customers. This is how we create happier employees at Forcht Bank:
 
 
 <ul>
 <li>
 Competitive salary/wage
 </li>
 <li>
 Comprehensive benefits package to include:
 </li>
 <ul>
 <li>
 Health, Vision, &amp; Dental Insurance
 </li>
 <li>
 401(k) Retirement Plan with up to 4% Company Match (fully vested from day 1)
 </li>
 <li>
 Company Paid Life Insurance
 </li>
 </ul>
 <li>
 Minimum of 15 days of Paid Time Off (PTO) after 60-day introductory period
 </li>
 <li>
 Nine Paid Holidays, plus Birthday Leave and Community Service Leave
 </li>
 <li>
 Charitable donation match
 </li>
 <li>
 Employee celebrations
 </li>
 <li>
 Professional recognition
 </li>
 <li>
 And more!
 
 </li>
 </ul>
 Scheduling &amp; Travel
 
 
 <ul>
 <li>
 Must be able to work on a flexible schedule that at times may include early or late and regular weekend hours.
 </li>
 <li>
 Must be available on Saturdays. Work on every Saturday is not required.
 </li>
 <li>
 Certain positions in the Financial Services Sector (including Forcht Bank) are considered critical and/or essential to the infrastructure. Individuals occupying these positions, must be able to report to work as directed in the event of inclement weather, declared states of emergency, and/or pandemic conditions, under the discretion of Forcht Bank leadership.
 </li>
 <li>
 Must be able to attend new hire training and orientation in Lexington, KY or Somerset, KY Monday through Friday 9:00 am to 4:00 pm for a one-to-two-week period.
 </li>
 <li>
 Ability to travel to other locations as needed.
 
 
 </li>
 </ul>
 
 Essential Duties &amp; Responsibilities
 
 
 
 
 To perform this position successfully, an individual must be able to perform each essential duty and responsibility satisfactorily.
 
 
 
 <ul>
 <li>
 Develop and maintains customer relationships by calling on prospective customers, identifying prospects, establishing suitable methods of contact and determining appropriate products and/or services.
 </li>
 <li>
 Perform day to day operations at a level that helps to achieve satisfactory scores on branch audits.
 </li>
 <li>
 Refer opportunities to ancillary lines of business.
 </li>
 <li>
 Assist customers with financial transactions.
 </li>
 <ul>
 <li>
 Cash checks within proper authorization levels and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
 </li>
 <li>
 Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
 </li>
 <li>
 Record transactions and issue computer-generated receipts.
 </li>
 <li>
 Place holds on accounts.
 </li>
 </ul>
 <li>
 Assist customers with questions, concerns, and explanations or demonstrations of bank products or services offered.
 </li>
 <li>
 Recognize and pursue opportunities to cross-sell products and services based upon the customer&rsquo;s needs.
 </li>
 <li>
 Perform other duties as assigned.
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
 
 
 <ul>
 <li>
 Provide excellent customer service while exhibiting dedication to Forcht Bank&rsquo;s mission, vision, and values.
 </li>
 <li>
 Ability to promote and cross sell bank products and meet referral goals.
 </li>
 <li>
 Proficient in the use of Microsoft Office products and banking information systems that are applicable to the area of assignment.
 </li>
 <li>
 Ability to deal effectively and tactfully with customers.
 </li>
 <li>
 Ability to work with a team and members of other departments.
 </li>
 <li>
 Ability to work with little direct supervision in carrying out the tasks and responsibilities assigned.
 </li>
 <li>
 Strong attention to detail.
 </li>
 <li>
 Ability to handle sensitive documents or other confidential information.
 </li>
 <li>
 Ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
 </li>
 <li>
 Ability to give full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
 </li>
 <li>
 Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar including the ability to comprehend written sentences and paragraphs in work related documents.
 </li>
 <li>
 Ability to manage time and be efficient and effective in the completion of assignments.
 </li>
 <li>
 Knowledge of arithmetic and their applications specific to the position.
 
 
 </li>
 </ul>
 Physical Demands and Abilities
 
 
 
 The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions.
 
 
 
 <ul>
 <li>
 Manual dexterity which provides the ability to handle and count both coins and paper currency. Will regularly be required to use hands and fingers to handle and feel.
 </li>
 <li>
 Ability to listen to and understand information and ideas presented through spoken words and sentences.
 </li>
 <li>
 Ability to communicate information and ideas in speaking and writing so others will be able to understand.
 </li>
 <li>
 Ability to arrange things or actions in a certain order or pattern according to the specific role or set of rules (e.g., patterns of numbers, letters, pictures, mathematical operations).
 </li>
 <li>
 Ability to identify and understand the speech of another person.
 </li>
 <li>
 Ability to see details at close range (within a few feet of the observer).
 </li>
 <li>
 Ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
 </li>
 <li>
 Ability to sit or stand for long periods of time.
 </li>
 <li>
 Ability to demonstrate manual dexterity through use of typing on a keyboard, sorting through paperwork, reaching and grabbing objects.
 </li>
 <li>
 Ability to stand, bend, and lift up to 20 pounds.
 </li>
 <li>
 Ability to operate standard business equipment such as a fax, computer, printer, copier, etc.
 </li>
 <li>
 Ability to look at a computer screen for several hours.
 </li>
 <li>
 Ability to travel to other locations as needed.
 </li>
 <li>
 Must be able to work on a flexible schedule that at times may include early or late working hours or weekend hours.
 
 
 </li>
 </ul>
 
 Other Requirements
 
 
 
 <ul>
 <li>
 May be required to attend activities outside the bank to stay abreast of new developments, best practices, civic activities, and statutory and regulatory changes.
 </li>
 <li>
 Pursuant to the Drug Free Workplace Act of 1988, all employees must remain drug free and alcohol free when reporting to work and while engaged in any work related activities.
 </li>
 <li>
 Must comply with all Bank Secrecy Act rules, regulations and requirements.
 
 
 </li>
 </ul>
 Note
 
 
 This document and the statements contained within it are intended to describe the general nature and level of work being performed by the employee assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the employee.
 
 
 EOE
 
 
 We are committed to ensure fair and equal treatment for everyone we employ and as such, we are a proud
 
 Equal Opportunity Employer
 
 . We value diversity and believe employment, training, and promotional opportunities should be available to all persons without regard to race, color, gender (including gender nonconformity, gender identity, status as a transgender individual, and sexual orientation), sex (including pregnancy), age, religion, national origin, ethnicity, physical or mental disability, genetic information, political affiliation, protected veteran status or membership in the armed services, or any other consideration that is protected by applicable federal, state, and local law.
</div>

Bank Teller

WesBanco Bank, Inc.

<div>SUMMARY:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.

ESSENTIAL FUNCTIONS:

Excellent Customer Service

Business development (inside and outside)

Relationship building

Cross-selling of Bank's products and services

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Personally models the standards of the Bank's Mission, Vision, and Pledge.

Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.

Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.

Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.

Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.

Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals.

Sets priorities and follows through on the implementation of the defined sales and service activities.

Promotes company products and services in the community to assist in the continuing growth of the Bank.

Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.

Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.

Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.

Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.

Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.

Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.

Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.

Other duties may be assigned.

OTHER SKILLS AND REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.

Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.

Strong consumer lending skills are preferred with a solid understanding of consumer lending products.

Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.

Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Sound mathematical and analytical skills preferred.

Must have excellent organizational skills and the ability to multi-task and to be flexible.

Ability to lift and carry up to 25 lbs.

Must be available to work all hours of operations.
Requirements:
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.</div>

Personal Banker - Ohio Valley Plaza

Chief Financial Credit Union

<div>Collections Representative I
(Member Solutions / Customer Service) 
 $18&ndash;$22 per hour 
 Full-Time | Lending Department | Credit Union
Chief Financial Credit Union is seeking a compassionate and solution-focused Collections Representative I to join our team.
This role focuses on early-stage member outreach and support, helping members who are just beginning to fall behind on payments. Our approach to collections is centered on member service, education, and problem-solving &mdash; working with members to find solutions and prevent further financial hardship.
If you enjoy helping people, having meaningful conversations, and making a real impact, this is a great opportunity to start or grow your career in financial services.
What You&rsquo;ll Do
Contact members with accounts 11&ndash;29 days past due to assist with bringing loans current
Work with members to identify payment solutions and repayment options
Handle returned payments and checks, ensuring timely follow-up and resolution
Contact members experiencing first-payment defaults and help resolve issues early
Review accounts for loan maturity and payment accuracy
Maintain accurate records of all member interactions and account activity
Collaborate with internal departments to resolve account-related issues
Follow all credit union policies, procedures, and regulatory requirements
A Member-First Approach to Collections
At Chief Financial Credit Union, we take a service-driven approach to collections.
This role is not about high-pressure tactics &mdash; it&rsquo;s about:
Helping members understand their options 
Providing guidance during financial challenges 
Building trust through respectful, professional communication 
Creating positive outcomes for both the member and the Credit Union
What We&rsquo;re Looking For
Strong customer service and communication skills
Ability to handle sensitive conversations with empathy and professionalism
Problem-solving mindset with attention to detail
Ability to manage multiple accounts and follow up consistently
Professional, reliable, and team-oriented attitude
Preferred Experience
Customer service, call center, or collections experience
Banking, credit union, or financial services experience
Experience handling payments, account issues, or difficult conversations
Great Opportunity for Customer Service Professionals
This role is a great fit for candidates with experience in:
Customer service or call center roles
Retail or hospitality environments
Cash handling or payment-related positions
Sales or customer-facing roles
Many successful Collections team members come from customer service backgrounds and build long-term careers in financial services.
Career Growth Opportunities
This position is an excellent entry point into our Collections team.
Opportunities to advance through our Collections career path with increasing responsibility and pay.
Team members may grow into roles such as:
Collections Representative II
Senior Collections Specialist
Collections Leadership roles
Compensation &amp; Benefits
We offer a competitive compensation and benefits package, including:
 $18&ndash;$22 per hour depending on experience
Medical (BCBSM PPO &amp; HMO options) with employer contribution
Dental insurance with employer contribution
Vision coverage
401(k) with employer match
Generous Paid Time Off
Paid Federal Holidays
Professional development opportunities
Supportive, team-oriented work environment
Make a Meaningful Impact
At Chief Financial Credit Union, our Collections team plays a key role in helping members navigate financial challenges and regain stability.
If you&rsquo;re looking for a role where you can help people, build valuable skills, and grow your career, apply today.
Keywords: 
Collections Representative, Customer Service Representative, Call Center, Member Solutions, Financial Services, Account Resolution, Payment Plans, Banking, Credit Union</div>

Collection Representative I

TEG Federal Credit Union

<div>Call Center Representative
Fishkill, NY 
$20&ndash;$22/hour, based on experience 
Full-Time | Monday&ndash;Saturday (flexible schedule required)
At TEG Federal Credit Union, we&rsquo;re more than just a financial institution &mdash; we&rsquo;re a team that cares for each other, our members, and our community. We&rsquo;re looking for a Call Center Representative to join our Solutions Center team in Fishkill, NY.
This role is all about helping members over the phone: answering questions, resolving issues, and guiding them to products and services that support their financial well-being. If you enjoy problem-solving, building relationships, and delivering exceptional customer service, this is the opportunity for you.
What you&rsquo;ll do as a Call Center Representative (Responsibilities):<ul><li>
Handle member service requests such as address changes, check orders, stop payments, lien releases, and card replacements.</li><li>
Assist members with mobile and online banking questions.</li><li>
Research and resolve member issues, following up by phone, email, or mail as needed.</li><li>
Identify opportunities to support members&rsquo; financial fitness by recommending appropriate credit union products and services.</li><li>
Accurately verify member identity and maintain confidentiality at all times.</li><li>
Perform other duties as needed to support the Solutions Center team.</li></ul>
What we're looking for (Qualifications):<ul><li>
1&ndash;3 years of customer service or banking experience (call center experience preferred).</li><li>
High school diploma or GED required.</li><li>
Strong communication, listening, and problem-solving skills.</li><li>
Comfortable using Microsoft Word and Windows-based programs; accurate typing and computer skills.</li><li>
Ability to handle confidential member information with discretion.</li><li>
Flexible availability, including Saturdays.</li></ul>
Why Join TEG?<ul><li>
Competitive hourly pay: $20&ndash;$22/hour, based on experience</li><li>
Comprehensive health, dental, and vision insurance</li><li>
401(k) with company match + defined benefit pension plan</li><li>
Paid time off and holidays</li><li>
Training and career growth opportunities</li><li>
Supportive, team-oriented culture focused on community impact</li></ul>
At TEG Federal Credit Union, you&rsquo;re not just filling a seat &mdash; you&rsquo;re making a difference. Join us in empowering members to embrace financial well-being every day.
Apply now for immediate consideration! 
About TEG Federal Credit Union: 
With over $400 Million in assets located in beautiful Hudson Valley, NY, TEG Federal Credit Union has over 37,000 members, 9 branches, an amazing employee culture, strong history of member service excellence and is one of the most respected financially sound organizations in the area. Our vision at TEG is to empower our members to embrace their financial wellbeing each and every day. TEG&rsquo;s mission is to enrich the lives of our members by providing quality financial services within the credit union philosophy of &lsquo;people helping people,&rsquo; while maintaining a strong financial foundation. 
 
TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy. 
 
TEG Federal Credit Union participates in the E-Verify program to confirm the employment eligibility of all newly hired employees. For more information on E-Verify, please visit www.e-verify.gov.</div>

Call Center Representative

Old National Bank

<div>Overview:
<div>
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.</div><div></div><div> 
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.</div>
Responsibilities:

We are currently hiring for a Client Service Representative. We are seeking individuals who are customer focused and have a strong desire to help our clients meet their financial objectives. Whether you have several years of banking or are new to the banking industry, we want to help you reach your personal and professional goals. 
A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to customers, participating in the sales program, processing debit and credit transactions and assisting with customer relation issues. This person is also responsible for ordering and shipping all cash for the banking center, and CTR record keeping. Client Service Representative has the additional responsibility of managing the banking center vault which includes; balancing the vault, disbursing cash to other designated team members and ordering/shipping currency as needed. This position may also have the responsibility of opening new accounts.<div> 
Salary Range</div><div>
The salary range for this position is $17.00/hr. - $27.50/hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.</div> 
Our ideal candidate will possess the following skills: 
Bilinagle in Spanish strongly preferred<ul><li>
High school diploma or GED required</li><li>
2-3 years of cash handling experience</li><li>
Excellent customer service skills</li><li>
Excellent balancing record</li><li>
Good organizational skills and attention to detail</li><li>
Ability to lift heavy boxes of coin</li></ul>
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. 
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. 
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. 
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!</div>

Client Service Representative

Andover Bank

<div>POSTION SUMMARY
The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following:
ESSENTIAL DUTIES AND RESPONSIBILITIES<ul><li>
Regular onsite attendance</li><li>
Flexible to work at other locations as needed</li><li>
Ability to work well with others in a team environment</li><li>
Provides accurate, efficient and exceptional customer service to internal and external customers</li><li>
Maintains knowledge of bank regulations, security and compliance responsibilities, products, policies, procedures and meets deadlines</li><li>
Satisfactorily completes all training required for the position</li></ul>
Profitability - The Client Service Representative I assists in the branch initiatives impacting the banking center&rsquo;s profitability.
<ul><li>Teller Window- Accountable for accuracy with cash, checks and customer transactions. Maintains a neat and orderly work area.</li><li>
Operations- Follows confidentiality guidelines and understands basic bank procedures.</li><li>
Sales- Accountable for own referrals.
</li><li>Products- Has a basic understanding of Andover Bank products and services.
</li><li>Goals- Achieves referral goals following Introductory period and helps with branch goals.</li><li>
Knowledge- Passes assigned tests and courses.</li></ul>
Customer Service<ul><li>
Fully understands Andover Bank&rsquo;s service standards and must meet or exceed them.</li></ul>
Career Path
At a minimum, a Client Service Representative I should strive to understand and master the following to be considered for a Client Service Representative II in a 9-12 month time frame. The following are recommendations and may not include all considerations required.
<ul><li>Vault back-up</li><li>
Basic customer account maintenance</li><li>
Assist with ATM</li><li>
Order checks</li><li>
Branch end of day procedures</li><li>
Satisfactory balancing records</li><li>
Meets or exceeds service standards</li><li>
Minimal to no errors on customer transactions</li><li>
Efficient customer transactions</li><li>
Contributes to the overall team goals.
</li><li>Other duties as assigned</li></ul>
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/EXPERIENCE
High school diploma or general education degree (GED) required. Six months related sales or banking experience preferred.
LANGUAGE SKILLS
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 and other employees of the 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.
OTHER QUALIFICATIONS
Computer Skills: Ability to perform basic computer skills and operate computer programs. Proficient in Microsoft Word and Excel.
Customer service skills
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 sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; or climb; and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
WORKING ENVIRONMENT/CONDITIONS
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.
No hazardous or significantly unpleasant conditions (such as a typical office)</div>

Part Time Client Service Rep I

<div><div>Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focuses on promotion of Bank's products and services. From an operational standpoint, the CSA is responsible for complying with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable.
In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market.
Essential Functions:

Excellent Customer Service

Operational and Security Proficiency

Identify referral opportunities

Relationship building

Promotion of Bank's products and services

Business development (inside and outside)

Essential Duties and Responsibilities:

Personally models the standards of the Bank's Mission, Vision, and Pledge.

Initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of effectively making recommendations and referring customers to business partners for promotion of bank products and services.
Accepts and accurately processes all financial service transactions.

Responsible for opening new deposit accounts and operating a cash drawer while following proper balancing and cash handling procedures along with uncovering other opportunities for products and services as well as making qualified referrals.

Complies and operates within security and audit procedures.

Consistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.

Sets priorities by continually monitoring performance against the banking center goals by adjusting individual activities as needed to meet those goals.

Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.

Educates bank team on uncovering opportunities to help advance financial wellness of customers.

Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.

Actively participates in regular staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.

Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.

Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.

Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.

Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.

Contributes to a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.

Other Skills and Requirements:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.

Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Must have excellent organizational skills and the ability to multi-task and to be flexible.

Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.

Sound mathematical and analytical skills preferred.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

The employee must occasionally lift and/or move up to 10 pounds.
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Requirements:
<div>High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.</div></div>

Customer Service Advisor 1 - Mason

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