Service Associate (Teller)
Company: First Merchant's Bank
Location: Monticello
Posted on: June 24, 2022
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Job Description:
Position Goals:
Execute on individual sales and service metrics to help the banking
center achieve the strategic and tactical plans of the company.
Provide high quality customer service by accurately and efficiently
completing bank transactions while mitigating risk by following
operational procedures as well as identifying products and services
to meet the current and future financial needs of bank customers.
Exceed personal production goals while delivering a meaningful
customer experience.
Essential Duties and Responsibilities:
Provide high quality customer service within the banking
center.
Respond to customer requests of everyday monetary banking
transactions and process these according to regulations, bank
policies and procedures in an accurate and timely manner i.e.
cashing checks, deposits, loan payments, change orders and night
deposits.
Accept payments for various types of loans.
Process non-monetary requests and transactions for customers i.e.
stop payments, revocations, address changes, money orders, cashiers
checks, debit cards, check and deposit slip orders within scope of
authority.
Mitigate customer attrition by working with the Banking Center
Management team to process customer requests to close checking and
savings accounts.
Resolve customer inquiries and problems within scope of authority
while proactively using service to sales techniques to provide
financial solutions to meet the customers current needs.
Use feedback from Customer Service surveys to continually build
customer loyalty and customer advocates.
Contribute to overall banking center operation.
Balance cash, daily transactions, TCR, vault and ATM.
Understand and ensure compliance for regulations and reporting,
including but not limited to: BSA, OFAC, CIP, etc.
Comply with information security policy and customer verification
procedures to protect customer privacy.
Adhere to and participate in completing the branch daily security
checklist. Assist with opening and closing banking center.
Actively participate in a high performing sales environment by
seeking opportunities to cross-sell bank products, make customer
referrals in response to identified customer needs and other
activities to support the scorecard goals.
Utilize the system to proactively recommend prompted products and
service to the customer.
Proactively participate in teleconsulting activities to drive
business results.
Be knowledgeable of all bank products and support the whole bank by
making partner referrals.
Exceed individual sales goals and actively participate to help the
banking center exceed scorecard goals.
Fully engage in the sales management process, including but not
limited to daily huddles, weekly sales meetings, touch bases and
coaching sessions.
Adhere to the policies and procedures in the Banking Center
Manual.
Attend and/or complete applicable and required training
sessions.
High performing individuals may serve as a Banking Center
Mentor.
Open new accounts while training for advancement opportunities or
serving as a backup role in the banking center.
Position Requirements :
Education - High school diploma or equivalent (GED).
Experience - Three (3) months of cash handling, selling products or
services or related experience.
Other - None.
Preferred Requirements :
Demonstrated ability to sell and cross-sell bank products and
services.
Equal Opportunity Employer/Protected Veterans/Individuals with
Disabilities
The contractor will not discharge or in any other manner
discriminate against employees or applicants because they have
inquired about, discussed, or disclosed their own pay or the pay of
another employee or applicant. However, employees who have access
to the compensation information of other employees or applicants as
a part of their essential job functions cannot disclose the pay of
other employees or applicants to individuals who do not otherwise
have access to compensation information, unless the disclosure is
(a) in response to a formal complaint or charge, (b) in furtherance
of an investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
contractor's legal duty to furnish information. 41 CFR
60-1.35(c)
Keywords: First Merchant's Bank, Gary , Service Associate (Teller), Other , Monticello, Indiana
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