JOB SUMMARY:
Provide AMAZING customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross-sell bank products and services and provide support to other Branch and Department team members as needed to perform other duties and functions as assigned.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Provide AMAZING customer experience to all branch clients.
- Maintain comprehensive knowledge of the bank’s products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals.
- Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer’s satisfaction.
- Able to perform all transactions necessary to meet customer needs, including servicing accounts and all teller functions:
- Client transaction processing
- Debit card ordering and servicing
- Online banking setup and servicing (as applicable)
- Printed check orders
- Branch cash ordering and shipping (as applicable)
- Branch Certifications (as assigned)
- Stop payments
- Holds
- Reg. E Claims
- Safe Deposit Box opening, closing and servicing (as assigned)
- Demonstrated proficiency and understanding of all compliance regulations in support of servicing accounts, superseding accounts, and proper account titling and ownership, to mitigate risk to the bank:
- Bank Secrecy Act
- Customer Information Program
- Beneficial Ownership
- Office of Foreign Asset Control
- Trust Account documentation
- Fiduciary Account documentation
- Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits.
- Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations.
- Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations.
- Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required.
- Ensure the office is operating in a safe and effective manner.
- Reliable and regular attendance on the job.
- Other duties as assigned.
