Job description
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. This job description may be reviewed and modified at any time. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
SUMMARY
This position serves as the face of the bank for customers and visitors entering the bank. Reflecting a positive image of the banking center to both lobby and phone customers. Greeting, welcoming, directing and announcing customers appropriately.
ESSENTIAL DUTIES AND RESPONSIBILITIES | MENTAL DEMANDS
- Maintain strict privacy regarding customer account information. Maintain customer confidence and protect bank operations by keeping information confidential.
- Provide customers with exceptional customer service and execute operational excellence. In person: Greet every customer with a smile, maintain eye contact, call them by name, stay connected in conversation and let them know they are appreciated. When on the telephone: Speak with a smile, call them by name, stay connected in the conversation and let them know they are appreciated.
- Secure and Unsecure the front doors in a timely manner each morning and evening. Adhere to daily opening and closing procedures. Follow prescribed security and safety measures.
- Greet customers entering the lobby. Screen customers to determine nature of business. Announces visitor to appropriate personnel and escort them accordingly.
- Log service clients in required logbook.
- Responsible for providing customers with basic banking transactions including transferring funds and make tickets when necessary. Perform customer service transactions from Bankway.
- Answers incoming telephone calls, determine purpose of callers, and forwards to appropriate personnel or department. Takes and delivers messages, retrieves messages from voicemail and transfers calls to voice mail when appropriate personnel are unavailable.
- Orders, receives, and maintains office supplies.
- Maintain a calendar to include employee birthdays, bank events and vacations.
- Send birthday or special occasion cards to customers.
- Ability to articulate effectively with customers by answering questions in person or on telephone and refers customers to other bank services as necessary. Constantly communicate and exchange information with external and internal customers. Ability to use common sense understanding in order to carry out detailed written or oral instructions.
- Promote bank services and products following appropriate cross-selling procedures or directing client to appropriate bank personnel. Refer customers to the proper department for issues that cannot be resolved at the teller line. Ability to read and interpret documents and write routine correspondence via MS Outlook.
- Operate keyboard, telephone, scanner, and copier. Computer skills including general knowledge in MS Office Outlook, typing, 10 key and the internet. Proficiency with internal bank software will be required.
- Must be able to arrive at work on time, work on site and work cooperatively with other co-workers.
- Complete all on-line compliance Teal Training courses timely.
- Additional duties may be assigned or required by management.
SUPERVISORY RESPONSIBILITIES: This position has no supervisory responsibilities.
Hours of Availability: Monday - Thursday 8:00 am - 4:30 pm | Friday 8:00 am - 5:00 pm
Requirements: Candidate must be a minimum of 18 years of age.
Education: Highschool diploma or GED REQUIRED
EXPERIENCE OR EQUIVALENT YEARS OF RELEVANT:
Branch Operations experience preferred. If no bank experience, prior customer service, multi-phone handling and/or receptionist experience.
SOFT SKILLS
Foster a culture that values critical thinking and problem solving, engagement, inclusion, diversity, and execute operational excellence. Establish a positive and productive work relationships; able to generate trust, ability, and willingness to give and receive honest, balanced feedback. Willingness to adhere to a strict ethical code of conduct.
Physical Demands
The employee must possess sufficient mobility to work in and move about in a standard office setting and sufficient hand, arm, and finger dexterity to operate a computer keyboard and other office equipment. Substantial time may be spent on the telephone and working on a computer, sitting and/or standing. The employee must have the ability to hear and articulate well enough to carry on a normal conversation, both in person and over the telephone. Visual abilities required by this job include the ability to read materials in either a printed format or on a computer screen. The employee must occasionally lift and move up to 10 pounds.
The work environment described here is representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Mental Demands
The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. The employee must have the ability to maintain confidentiality and professionalism in all situations. The position also requires the ability to read and interpret documents and draft written communications.
EEO/AA/M/F/Vet/Disability