Client Service Representative I and III - Purcellville

1 month ago
Job ID
2017-1105
# of Openings
2
Category
Administrative/Clerical
Company
Access National Bank

Position Summary

Under general supervision, but following established policies and procedures performs a broad-range of teller service functions. Including processing transactions, selling bank products and services. Responds to questions and/or provides information upon request from customers (internal and external). Processes requests/transactions, as appropriate. Assist customers and potential customers in understanding and utilizing bank products and services. Accurately and efficiently manages a cash drawer daily.

Essential Functions

  • Represents the bank to customers, non-customers and guests in person and by telephone in a courteous, professional manner.
  • Provides accurate information to customers regarding bank services, products, policies and procedures.
  • Provides general teller services and cross-sells bank products and services to customers.
  • Greets clients, calls them by name, and thanks them for their business.
  • Has overall knowledge and general understanding of bank services in order to provide information and assistance to members.
  • Tells customers about services offered by the bank; cross-sells services and makes referrals to other departments.
  • Is knowledgeable about bank policies and procedures related to the teller area. Is responsible for complying with these policies and procedures.
  • Is knowledgeable of ANBs’ security procedures and able to perform duties in the event of a robbery.
  • Is responsible for assigned cash drawer. Maintains and balances cash supply within limits set by the bank and follows related security procedures.
  • Receives, verifies, and receipts deposits, loan payments, and other miscellaneous receipts.
  • Cashes checks and accepts checks for deposit.
  • Log and process night drop deposits prior to branch opening.
  • Fax deposit confirmations to account holders.
  • Ensure security log is completed daily.
  • Daily Balancing of branch cash and bank deposits and scanning of teller work
  • Balance cash to Statement of Condition daily.
  • Exercises good judgment in dealing with customers and in performing job duties such as making recommendations to supervisor when presenting a transaction for approval.
  • Is responsible for accuracy in all phases of work.
  • Takes the initiative to strengthen job knowledge and to suggest ways to improve branch and services to customers.
  • Answers telephone and directs calls to appropriate staff and/or responds to customer directly.
  • Demonstrate ANC’s core values: Innovation , Integrity , Efficiency , Tailored Service and Opportunity .
  • Performs other job related and administrative duties, as assigned.

Qualifications

  • High School Diploma, GED or equivalent certification required.
  • 2+ years of customer service/client interaction experience required.
  • 1+ years sales experience preferred
  • Experience achieving individual or team goals.
  • Strong interpersonal and communication skills, including the ability to communicate effectively with different audiences and to tailor service solutions to customers with differing needs.
  • Strong focus on client service, the ability to make connections, engage and educate clients, and to be positive, courteous and professional in all client and team member interactions.
  • Ability to proactively collaborate with others to provide exceptional client service.
  • Ability to adhere to established attendance guidelines and to work any required hours, including weekends and evenings.
  • Detail oriented, organized and the ability to multitask.
  • Ability to learn and adhere to all applicable policies, procedures and regulatory guidelines.
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
  • Basic Microsoft Office skills.
  • Multilingual speakers are encouraged to apply, however this is not a requirement for the position.

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