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Duties and Responsibilities include but not limited to:
Process customer’s deposits, withdrawals, and loan payments
Answer questions regarding checking, savings, and other bank related services
Maintain customer confidentiality
Issue cashier’s checks, money orders, currency orders, and sell license stickers
Maintain accurate details of each transaction
Know all details of the various deposit accounts offered by the bank. Other various products are cross sold in relation to the customer’s current request and portfolio. Recognize when another department could help with the customer’s needs and make introductions.
Carefully check details on all forms and documents for proper completion. Provide timely follow up with customer when paperwork is completed in stages.
Assist with various other duties such as reports that support portfolio and account maintenance, customer account verification, etc. Assist other departments within the bank when possible.
Correspond with attorneys on various trust documents, to ensure items are processed correctly.
Key Points to Position:
Strong attention to detail and problem-solving skills
Ability to multi-task and prioritize
Customer Service skills
Strong interpersonal and communication skills
Ability to solve problems quickly and effectively
Proficient in computers and software
EOE/Minorities/Females/Vet/Disability
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics are encouraged to apply.
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