Banker Positions

Senior New Accounts/Csr III

Depending on experience, you could be the next client service representative ii, iii, or senior level client service representative. Please see below for more details and we look forward to connecting with you! Apply today!

The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position requires that the individual work in office. Ensures compliance with all bank policies and procedures and all applicable state and federal banking regulations.

Qualifications: Senior New Accounts/Csr III

• A minimum of three years banking teller experience is required
• Advanced experience with opening consumer accounts and complex business accounts is required
• Prior supervisory experience is preferred
• Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
• Possesses strong knowledge of basic banking regulations such as bsa and information security
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using word, excel, and outlook applications and banking programs
• Ability to multi-task in a fast-paced environment

Essential Duties: Senior New Accounts/Csr III

• Effectively interviews and profiles customers to recommend appropriate banking products and services
• Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
• Generates new business to assist in meeting bank profitability and branch goals
• Effectively partners with other business lines within the bank to identify sales opportunities and provide an outstanding customer experience
• In conjunction with the manager, makes monthly business development calls as assigned
• Open and support consumer and business checking, savings, cds, iras, and trust & estate accounts
• Support business clients with essential treasury services, i.e., rdc (check scanner), armored, and courier service
• Maintains thorough knowledge of bank products and services
• Maintains knowledge and stays abreast of applicable new account laws, procedures, proper account titling, and required documentation
• Ensures all documentation is approved and uploaded in the core system
• Processes teller transactions as needed and maintains an excellent balancing record
• Responds to client inquiries and requests regarding account
• Adheres to banking regulations, including but not limited to bank secrecy act
• As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
• Provide expedient and courteous service to all clients both in person and on the phone
• Consistently models exemplary customer service
• Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy
• Proactively identify and retain "at-risk" customers
• Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
• Minimum of 10 hours cra volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned