Address
Form of work
SalaryPosition Summary. Provides customers in lobby area with a complex variety of account-related service assistance. Opens new accounts while utilizing cross-selling techniques and makes decisions regarding appropriate services for customers. Provides customer service to existing customers. The position has a 30 hour per Week schedule is Monday - Friday.
Essential Functions
- Greets and directs customers.
- Explains various services and products available utilizing the Haberfeld method and assists customers in selecting these services.
- Opens various types of new accounts.
- Performs maintenance on customer accounts as needed.
- Opens IRAs and Health Savings Accounts and handles specific customer paperwork on request.
- Opens and closes safety deposit boxes; assists with inventory of deceased customers’ boxes when needed.
- Maintains the strictest confidentiality of customer accounts.
- Acts in the absence of the Branch Manager for opening and closing the branch – includes opening and closing vault, assisting with night depository items, securing the branch for safe entrance and exit of all employees, etc.
- Is cross-trained on the teller line in order to assist when short staffed or to cover lunch periods.
- Performs a variety of other tasks, such as filing, copying, and distributing and opening mail.
Additional Responsibilities
- Performs other duties as assigned by Branch Manager as they relate to the Bank and its functions.
