Job Summary Overview
The position is responsible for providing an excellent member experience by showing care, delivering service with energy, and taking ownership of being an expert in problem resolution.
Essential Job Functions
• Processes transactions, including cash handling.
• Maintains in-depth knowledge of products, services, and partnerships.
• Identifies and offers products and services that are in the member's best interest (there is a minimum goal of successful referrals required per month).
• Emphasizes the features of products to highlight how they solve member problems to achieve sales goals.
• Develops and maintains interpersonal skills to work with a wide variety of people each day and build relationships to achieve sales goals.
• Displays confidence and strong self-assuredness to succeed in speaking with members and making a sale to achieve sales goals.
• Conveys clearly the benefits of a product to members to achieve sales goals.
• Uses consultative sales techniques to proactively offer products and services that are in the member's best interest/help them achieve financial success.
• Completes account maintenance requests.
• Educates members on self-service options (online/mobile banking, ATMs, etc.).
• Serves as Lobby Director and welcomes every member into the branch and actively guides them through their service experience.
• Adheres to security guidelines (BSA, CIP, CTR, SAR).
• Improves continuously through applying feedback.
• Performs other job-related duties as assigned.
Position Required Qualifications
Minimum Education and Experience
High School diploma or GED and one (1) year experience in retail, customer service or a financial institution.
Knowledge, Skills, and Abilities
Knowledge of PC software applications in Windows and Word. Ability to type 45 words per minute. Ability to read, write, speak, and use proper grammar in English. Ability to read, interpret and analyze written instructions, correspondence, and procedure manuals. Ability to write simple business correspondence. Ability to communicate verbally both in person and on the telephone. Ability to speak effectively to members regarding sensitive inquiries or complaints. Ability to apply commonsense understanding when dealing with problems involving variables in standardized situations. Ability to calculate rates, ratios, and percentages.
Licenses, Training, and Certifications Required
None.
Preferred Qualifications
None.
Hybrid Work Environment and Physical Demands
• Occasionally required to stand, walk, climb or balance; stop, kneel, crouch or crawl.
• Regularly required to sit; use hands to finger keys accurately when using calculator machines or computer keyboards; reach with hands and arms.
• Regularly lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, distant vision, peripheral vision, depth perception, ability to adjust focus.
• The noise level in the work environment is usually moderate.
• Must be able to travel independently to departments and branch locations.
NOTE: The job description is intended to be generic in nature. It is not an exhaustive list of all duties and responsibilities. Requirements listed in the above qualifications and physical requirements are representative of the knowledge, skill, abilities, physical demands, or work environment required or encountered that must be met by an employee to successfully perform each duty and each function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Employees who work from home must have business operational internet to complete work tasks and communicate via video call or chat messaging systems in a dedicated work space.
