• Client Services Representative II (Teller) - Middleburg

    Posted Date 2 months ago(2/23/2018 1:07 PM)
    Job ID
    2018-1137
    # of Openings
    1
    Category
    Customer Service/Support
    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.

    The mobile CSR will be based in Middleburg but, required to fill in occassionally at other branches as needed around the Loudoun County area and occassionally in Warrenton.

    Essential Functions

    • Provides a complete range of client services at the Bank, including opening new accounts, explaining available Bank products and services, and gathering client information to process new and existing accounts
    • Assists clients in meeting their financial needs by engaging in conversation, identifying opportunities and recommending appropriate solutions.
    • Maintains an in depth knowledge of all retail products and services in order to educate clients and tailor suggestions to the individual.
    • Develops and maintains relationships with business partners to maximize referral opportunities and achieve individual and collective goals.
    • Provides exceptional service through every interaction and partners with retail team members to resolve client issues, answer inquiries in a timely manner and ensure that all needs are being met.
    • Demonstrates teamwork by actively participating in team meetings, contributing ideas and suggestions, assisting other team members when needed and volunteering for assignments.
    • Regularly participates in community and bank sponsored events.
    • Adheres to the highest ethical standards and all applicable policies, procedures and regulatory requirements in order to maintain the valued trust of our clients and community.
    • Works with retail management to continuously develop job knowledge and professional skills in order to grow successfully within the position or the organization.
    • As needed, assists with Client Service Representative I duties including accurately and efficiently processes bank transactions within established policies and procedures
    • Other 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.

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed