Location: Altoona,PA, USA
ESSENTIAL FUNCTIONS:
Attracts, advises, and serves existing and prospective customers by:
* With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness.
* Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.
* Provides direct and immediate response to customer requests or needs.
* Develops a top customer calling list.
* Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success.
* Listen, assess, and solve customer problems.
* Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business.
Develops and maintains a broad knowledge of products and services to appropriately support customer needs:
Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs:
* Wealth Management
* Electronic Banking
* Loan
Provides prompt, accurate, and efficient customer service by processing a wide array of transactions:
* Opens new accounts on the platform system.
* Completes transactions on the teller processing system.
* Processes Cash Advances, Pre-Paid Cards, Check Orders, etc.
Proficient in Electronic Banking to:
* Provide solutions to our customers' needs.
* Answer our customers' technical questions.
Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers' needs and deadlines. Duties can involve all the following:
* Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor.
* Preparing correspondence, filing, phone inquiries and other clerical duties.
* Contact overdraft and delinquent customers.
* Complete file maintenance on customer accounts.
* Requisition office supplies, loan documents, new account supplies, Money Orders,
* Treasurer's Checks, Pre-Paid Cards, etc.
* Maintain Scanner and ATM.
* Balance Vault, Cash Advance Machine, and ATM daily.
* Transfers cash to and from the vault.
* Performs check cashing overrides when the PBO/Supervisor is not available;
* Open and close the branch in the absence of the PBO/Supervisor
Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information:
Participates in meeting Community Banking Department's long- and short-term goals and objectives:
* Attends and participates in annual meetings to develop departmental goals and objectives.
* Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives:
oDaily 5 Minute Meetings.
oWeekly Relationship Building Conference Calls.
oWeekly Branch Based Sales Meetings.
oMonthly Employee Relations Meetings.
Performs other duties as assigned or directed.
REQUIRED SKILLS/ABILITIES:
* Excellent verbal and written communication skills.
* Exceptional organizational skills and strong attention to detail.
* Basic computer skills and digital awareness.
* Typing 40 wpm.
* Must be results oriented.
* Manual dexterity and numerical skills.
* Knowledge of all products and services and all office functions.
* A positive, enthusiastic attitude.
* Ability to multi-task.
* Proficient with Microsoft Office Suite or related software.
SUPERVISORY RESPONSIBLITY:
* This position does not supervise employees.
EDUCATION and EXPERIENCE:
* High School diploma or GED.
* Associates Degree preferred.
* Minimum One (1) to Three (3) years in customer service and sales experience.
PHYSICAL REQUIREMENTS:
* Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
* Ability to lift up to 25 pounds (i.e., heavy boxes or coin).
* Ability to communicate in person, through email or via telephone with customers and staff members.
* Ability to sit or stand for an extended period.
* Specific vision abilities required by this job may include close vision and the ability to adjust focus.
* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.