Personal Banking Representative
About The Position
A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours may vary from 35-40 hours per week
Requirements
- Entry-level job with little or no prior relevant work experience in the function
Nice To Haves
- Cash handling and customer-service experience
Responsibilities
- Assist customers with a wide range of inquiries and requests
- Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer
- Open new accounts and provide product/service information
- Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing
- Process transactions accurately and adhere to all compliance requirements
- Review daily reports and perform maintenance on accounts
- Recognize and develop opportunities for cross-selling FirstBank products and services
- Sell bank products and meet company sales goals
- Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures
- Perform other duties and projects as assigned by the market or region
- Understand and comply with all provisions of the Safety in the Workplace policy
Benefits
- Paid Time Off/paid leave programs
- 401K/Employee Stock Ownership
- United Healthcare medical
- MetLife dental
- VSP vision
- Employee tuition reimbursement
- Volunteer Time Off
- Short-Term Disability
- Long-Term Disability
- Group Life Insurance/AD&D
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
