- Represent the bank in a professional manner which includes a professional image, confidentiality, a positive can-do, get it done attitude, good attendance, punctuality, flexibility, and adaptability in meeting bank and customer needs- Greet and direct customers using a professional demeanor at all times.- Correctly and efficiently transfer calls to the appropriate team member- Performing open and closing procedures including: Ensuring telephones are turned on daily at 8:00 a.m. and changed to Night Service at 5:00 p.m. and coordinating automatic door locks for opening at 9:00 a.m. and closing at 4:00 p.m. Monday-Thursday and closing at 5:00 p.m. on Fridays- Provide back up to the teller line in areas of check orders, counter check requests, debit card orders, change order requests, non-cash deposits and loan payments, and providing Online banking support by setting up new users and unlocking account access- Verification of Wire Transfers to Customer accounts- Quality Control review of work from various departments- May be asked to perform supporting duties that may include, but not limited to, quality control on scanned documents and providing notary services for bank customers- Collect, sort and correctly distribute incoming mail and packages- Manage bank returned mail and log all packages according to bank procedure- Responsible for setting up any lobby customer thank you events- Maintain knowledge of banking products and services with the ability to make recommendations to customers in order to cross sell products
1-4 years
- Work in conjunction with all TRB facilities Customer Service Reps, balancing business needs, supplies, and tasks- Be able to work at any of our Locations, while supporting the needs of both our External and Internal Customers- Must have the flexibility to work the open to close shift by clearing and opening the bank for employees before bank hours and/or closing the bank with the tellers at the end of the day.- Oversee the supply room, ordering supplies as requested from staff and ensuring supplies are adequately maintained while not overstocking. Supply areas are maintained in a neat and orderly fashion- Credit card payment processing in Client Link- Provide administrative and clerical support as needed for other departments such as tracking in-house training, working on projects or reports, or Officer Call Tracking- Assist lenders with customer communications as requeste- Provide new Team Members with Microsoft Teams Chat Function and Shortel Phone System Training- Maintain lobby seating area by updating reading materials and reviewing publications for bank and competitor ads- Keep water and coffee area clean and stocked- Complete required compliance and educational training annually
- Prior Banking experience helpful- Minimum of one year clerical/administrative experience- Must be able to provide courteous, personal attention to promote individual customer satisfaction and the public perception and reputation of the organization. Treats all customers with respect even in the most negative situation.- Computer proficiency required, ability to use internet, email and Microsoft Office Word and Excel- Must be bondable- Must maintain confidentiality at all times due to the nature of information about customers and transactions- Must be able to prioritize and organize responsibilities to maximize productive results
High School
We are here to help you with your questions.