Personal Banking Representative - Ouray​/Ridgway

Personal Banking Representative I

The Person al Banking Representative (P ) I is an entry-level position that provides support to bank clients, assists with account management, check processing, and other transactions, as well as promoting best-fit products and services to bank clients.

Essential Duties/Responsibilities:

• Practices exceptional service with customers using available training programs and measurement tools.
• Uses numerous software applications to perform daily tasks with minimal errors.
• Utilizes CARE to provide exceptional customer service while opening, closing, and maintaining consumer and commercial bank accounts for Alpine Bank customers.
• Acts as a first point of contact for customers, and manages recommendations of products, or refers customers to other areas of the bank.
• Opens and maintains consumer and commercial bank accounts for Alpine Bank customers.
• Assists and educates customers on Alpine Online services, such as, but not limited to, Bill Pay, Bank-to-Bank and Person-to-Person transfers, Card Services, and basic Commercial Banking Services.
• Accurately processes deposits, transfers, withdrawals, and other transactions in accordance with established policies and procedures.
• Assists with balancing cash drawer, vault, and/or ATM settlement.
• Performs safe deposit box entry and exit functions for customers.
• Adheres to strict policies and procedures for wires and safe deposit boxes.
• Generates correspondence to secure additional customer information to resolve customer concerns.
• Supports in open/closing procedures as needed.
• Composes and submits proper business correspondence, including, but not limited to, letters and electronic mail, to internal and external customers.
• Regular and reliable on-site attendance is required as an essential function of this position.
• Performs other duties as assigned.

Employees are held accountable for all duties of this job.

Job Qualifications:

• A customer service-oriented individual with excellent written and verbal communication skills.
• Utilizes strong communication skills to mediate conflict resolution.
• Sufficient problem solving and analytical ability.
• Good time management skills, managing multiple tasks in a fast-paced environment.
• Strong mathematical and cash handling skills.
• Advanced knowledge in Microsoft Office programs and Adobe Acrobat.
• Exhibits exceptional organizational skills and maintains detailed files and notes for documentation as necessary.
• Strong understanding and application of banking compliance regulations.
• Advanced knowledge in basic fraud detection and location security.
• Demonstrated understanding of the features and benefits of Alpine Bank consumer and business products and services.
• Understands and demonstrates the importance of the ability to maintain confidential information.
• Ability to work effectively in a team-oriented environment.

Education or Formal Training:

• High School Diploma or General Education Diploma (GED) equivalent preferred.
• Alpine Bank New Accounts training required.
• Dormant status preferred or appropriate course completed within 3 months of hire.
• Possession of, or ability to obtain, a valid State of Colorado Driver's License is required.
• Current possession, or ability to obtain, a Notary Public is a plus.

The successful candidate will need to obtain the following training based on availability:

• Alpine Bank Development Academy – Level 2

Experience:

• A minimum of one (1) year working as a Customer Service Representative II, Senior CSR, or Lead CSR;
• One (1) year of experience working on frontline at a financial institution, preferred.
• Previous cash handling and/or customer service experience preferred.

Working Conditions:

Working Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, filing cabinets, and multifunction printers. There are prolonged periods of standing and/or sitting in a generally fast-paced environment. Some evening and weekend hours will be included. Occasional travel may be required.

Physical

Activities:

These are representative of those which must be met to successfully perform the essential functions of this job.

Physical demands of…