Accounts

REPORTS TO

Frontline Supervisor

This position is responsible for interviewing and engaging prospective customers inquiring about opening new accounts, such as savings or checking accounts. Gathers all appropriate information to open accounts and educate account holders on bank policies. Keeps accurate records on all accounts.

• Greets customers and assesses their needs.
• Properly handle customer phone calls.
• Print debit cards, build online banking portfolios, and place check orders.
• Maintain check and debit card logs.
• NSF request
• Check the scanning and maintenance
• Obituary maintenance for Precision (completed daily.)
• Ensure documents have been imaged within two days for all maintenance performed and accounts opened.
• Assist customers with address, phone number, and email changes.
• Maintains knowledge to place hold on accounts for uncollected funds, if needed.
• Handles customer complaints and works through these sensitive issues to resolution.
• Performs data entry to complete reporting requirements.
• Interacts in a professional, courteous manner with customers, prospective customers, visitors, co-workers, vendors, etc..
• Recommends additional Bank products and services to customers to enhance the customer relationship.
• Complies with all relevant regulatory requirements. Completes and records accurate documentation on large transactions.
• Complies with all Bank policies, including attendance and punctuality.
• Maintains strict confidentiality guidelines in accordance with Bank policy.
• Demonstrates knowledge and expertise of procedures and supports the Company's overall mission, standards, policies and procedures, and confidentiality guidelines.

Note:

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

• Performs other duties as required by management.
• Participates in community activities as requested by Bank management.

• This position has no supervisory responsibility.

• High school graduation or G.E.D. equivalent, or
• 16 years of age and working towards high school graduation or G.E.D. equivalent.

• Strong verbal and written communication skills.
• Neat, legible, and efficient handwriting.
• Interpersonal skills: able to work well with a wide range of people.
• Strong sense of customer service.
• Problem solving and decision making.
• General understanding of banking guidelines and Teller procedures.
• Demonstrates dependability through attendance and adherence to timelines and schedules.
• Able to handle large amounts of money without errors.
• Able to work with frequent interruptions and in a fast-paced setting.
• Able to perform under time deadlines.
• Able to perform basic mathematical computations. Able to compute rate, ratio, and percentage.
• Proficient in 10-key. Able to type (minimum 30 wpm).
• Proficient in basic personal computer operations.
• Able to complete three-to-six month’s on-the-job training.
• Able and willing to continue business skill development.

This is sedentary work that requires the following physical activities:

• Sitting or standing for long periods.
• Walking, finger dexterity, repetitive motions, talking, hearing, and visual acuity.
• Able to work in a low-light environment.

This position works and rotates on time requirements but could include the following:

• Reporting as early as 7:00am on Monday through Friday (when needed)
• Working until close of day on Monday through Friday (normally 5:00pm Monday-Thursday and 5:30pm on Friday)

Normal office environment.

NOTE:

The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of responsibilities, duties, and skills required of employees in this position.