Credit Banker

Assists customers with a wide variety of services and advises as to how best utilize company products and services in order to meet personal financial goals and provide the highest quality of customer service.

Demonstrates a commitment to achieve goals as a bank, department and individual

Answers incoming phone calls and resolves customer inquiries

Performs all Teller duties including balancing all monies in cash drawers at the beginning and end of shifts

Orders cash supply to meet daily needs

Proactively identifies customer needs and matches needs with appropriate products or services, utilizing opportunities to suggest or cross-sell other bank products and services

Open new accounts for customers including: checking, savings, CDs, HSA, IRA, safety deposit boxes, Christmas club, business accounts, trusts and estate accounts.

RMD’s, distributions and contributions to IRA accounts

Handles customer service requests as appropriate, such as address changes, statement deliver options, overdraft services, minor code changes, basic account title changes, debit/credit card requests, etc.

Escorts customers to safety deposit box areas as needed

Adheres to all required compliance guidelines and bank process and procedures to ensure all audit and quality control reviews are passed

Conducts rate surveys and distribution of any changes to employees and customers

Informs and helps educate customers on relevant digital and self-service options, with the goal of making it simple and convenient for customer

Assist with teller transactions, customer service issues, and any other branch support duties assigned by supervisor

Proficiency in Microsoft Office

Knowledge of bank products and services

Exceptional customer care that satisfies the individual needs of customers and builds loyalty to bank

Ability to relate well to customers and coworkers in a positive atmosphere of mutual respect

Personal Attributes

J-18808-Ljbffr Eureka Savings Bank