OBJECTIVE:
Primary duties include opening new accounts, maintaining existing accounts, cross selling bank products and services and providing quality customer service to further customer relations
ESSENTIAL FUNCTIONS:
- Meet and greet customers
- Opening and closing accounts
- Renewing certificate accounts
- Assists customers with issues regarding financial products and transactions, including debit card disputes, online banking, IRA’s, checking account issues
- Performs a variety of financial transactions involving cash and negotiable instruments
- Answers customers questions regarding bank services provided
- Performs a variety of account maintenance in person and by telephone
- Cross sells services and performs related receptionist and secretary functions as required
- Performs account research on bank system, places holds on accounts and transfers funds online
- Assist in answering the telephone and transferring calls to the appropriate personnel
- Safe deposit box services
- Operate a teller station as required
- Other duties as assigned
REQUIREMENTS/QUALIFICATIONS
Education and Experience:
- High school diploma or equivalent required
- Associate degree preferred
- 1-2 years of retail sales, money handling and/or customer service experience required
- 2 years banking experience preferred
Skills and Competencies:
- Excellent PC skills including word processing, spreadsheet, presentation, internet, and internal software
- Strong verbal, negotiation and presentation skills in order to achieve sales objectives in a professional manner
WORKING CONDITIONS:
Traditional retail office environment
PHYSICAL DEMANDS:
Interstate Bank promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. Please contact Human Resources with questions regarding the physical demands of this job