Regional Service Associate
Starting Rate : $24.00 Regional Service Associates are skilled in the duties of both a Customer Service Representative and Teller. This role supports the particular Region by floating to various branches within a designated geographic area where operating needs dictate the additional staff in a branch for a period of time.
Responsibilities :
- Simultaneously performs the duties of a traditional branch customer service representative and teller.
- This position requires travel to various branch locations within the designated Region.
- An emphasis is made on placing employees within a specific geography to where they live.
- Account Representative Duties :
- Opens deposit accounts
- Prepares and processes loan applications for various lending units
- Closes loans for customers
- Ability to process ATM, ITM, TCR and ICOM
- Makes referrals to other bank business lines and third-party partners
- Proactively reaches out, by phone and in person, to high-value customers
- Responsible for operational compliance and adherence to policy
- Handles daily account maintenance and other service issues as necessary
- Teller Duties :
- Process deposits to customer accounts
- Cash checks for customers
- Process and properly record the sale of monetary instruments
- Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments
- Process foreign currency purchases and sales
- Process various types of loan payments and credit card cash advances
Problem Solving and Decision Making : Incumbent has the authority to use discretion in some circumstances, but if / when written policy is unclear or there is any uncertainty, the account representative should seek guidance from the immediate branch supervisor.
Qualifications :
Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment.Individual should be an outgoing self-starter and be technically literate.Basic business acumen and professionalism is a must.The ability to communicate information and ideas so others will understand.Ability to build relationships and strong alliances across the organization.Ability to quickly learn details about the products and services offered by the bank.High School diploma or equivalent.2-4 years of sales experience in a retail, financial services or hospitality environment preferred.Working Conditions :
While performing the duties of this job, the employee must be able to remain in a stationary position 50% of the time.The employee frequently is required to operate a computer and other office productivity machinery.The employee is occasionally required to move about inside the office.They also occasionally travel to locations outside of the facility.The employee must have the ability to communicate information and ideas so others will understand.The employee frequently observes details at close range.The employee must occasionally lift and / or move boxes or equipment up to 20 pounds.Persons holding this position are generally subject to inside environmental conditions having the lighting, temperature, and noise level of an open floor-plan office environment.The employees in this role frequently will be required to travel to other company locations.This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.