SCOPE
The primary responsibilities of this position are to provide individualized customized services. Other responsibilities include assisting other bank staff in helping customers, as needed.
AREA OF RESPONSIBILITY :
Customer Service
- Provides excellent customer service to both internal and external customers
- Provides individual customized services to customers
- Learns about customers' financial situations and needs and provides advice about the bank's products and services
- Works with customers to help them establish new accounts
- Works with customers to provide for consumer lending needs
- Works with customers to provide support across all digital banking channels
- Provides customers with account updates on a timely basis
- Assists other bank staff in helping customers as needed
COMPETENCIES : Communicating
Communicates in a straightforward and assertive fashionUpdates relevant people with timely informationListens carefully to what others are sayingRespects and considers all opinions, even counter-opinionsDemonstrating Integrity
Assumes responsibility for mistakes and failuresDemonstrates consistency between what is said and what is doneBehaves according to sound ethical and legal standardsWorking with Others
Is respectful of othersBalances individual goals with team goalsBuilds and maintains productive relationships with people throughout the organizationAdapting to Change
Maintains composure in frustrating situationsDemonstrations flexibility in working with othersAdapts to help others adapt to changeClient Service
Effectively responds to customer needsAnswers customer questions and fully addresses their concernsQuickly and practically solves customer's problemsDemonstrates appropriate discretion; keeps confidential information privateRepresenting the Bank
Demonstrates good interpersonal communication and presentation skillsManages difficult customer situations and treats others with respectMaintains a neat and professional appearanceProfessional Excellence
Demonstrates a consistently high level of professional judgmentProvides customers with accurate and reliable financial informationDemonstrates strong customer service and communication skillsMaintains independent and objectivity in carrying out job responsibilitiesBusiness Development
Develops strong relationships with existing customersProjects a good impression of the bank and its integrityUses contacts in the business community to produce business for the bankCan think quickly and develop practical solutions to problemsCross-sells the bank's products and services to customersRefers bank customers to specialists in other product areas, as neededJOB KNOWLEDGE :
General business and financial knowledgeRelationship Manager job knowledgeKnowledge of department-related financial services regulations and complianceKnowledge of fraud : prevention and detectionKnowledge of lending and lending policies and proceduresStrong knowledge of the company's products, services and policiesKnowledge of payment systems and ACH as well as their applicable regulatory requirementsCOMPLIANCE
All positions within Home Bank SB must comply with all state and federal laws and regulations as per the Bank's compliance policies and procedures.
SUPERVISORY RESPONSIBILITIES
This position does not require supervisory responsibilities.
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms.
POSITION TYPE
This is a full-time position. Days and hours of work are Monday through Friday, 8 : 00am to 6pm and Saturday 8 : 00am and 12 : 00 pm. This position may require long hours and frequent weekend work.
TRAVEL
Travel is not expected for this position.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
EDUCATION AND OTHER REQUIREMENTS :
High School diploma or equivalent.2-3 years customer service / sales experience.This job requires skills needed in a typical office environment. This includes computer skills as well as utilization of office equipment.