Opens accounts, explains and processes IRA, HAS and other financial services and correct records by performing the following duties
ESSENTIAL DUTIES AND RESPONSIBILITIES
Other duties may be assigned.
Interviews customers and sells available financial services:
• Outside Sales through cold calls & outside sales
• Checking Accounts
• Individual Retirement Account
• Certificates of Deposit
• Savings Bonds
• Safe Deposit Box
• Develops Customer Profile
• Credit Cards
Automated customer account and product set-up
Answers customers questions and investigates and corrects errors
Presents funds received from customer to Teller for deposit
Refers business accounts for remote deposit and commercial lending
Refers customers to line of business partners
Admits customer to safe deposit vault
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 function.
EDUCATION and/or EXPERIENCE
Business Degree or High School Graduate
Good English communications skills required
General math ability
Be able to deal with the public
CERTIFICATES, LICENSES, REGISTRATIONS
CSR training preferred
This individual should be able to sit for prolonged periods while dealing with the public. Mobility to move within workstations as well as other areas of the bank is essential. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The work environment is an office type setting in the main bank or branch bank. It is a professional atmosphere and environmentally controlled. Surveillance cameras are utilized for safety. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Qualified applicants should apply to James Kuntz at firstname.lastname@example.org or 615-298-8000.