Essential Duties and Responsibilities include the following. Other duties may be assigned.
Represents bank by establishing and developing goodwill, providing services and responding to problems and inquiries by following these steps:
i. Greets customers quickly
ii. Greets with a smile
iii. Calls customer by name and demonstrates awareness of account relationships
iv. Identifies customer need(s)
v. Recognizes, recommends, and delivers product(s) or service(s) within own responsibility
vi. Recognizes other opportunities to benefit the customer and accomplish organizational goals, and refers to other team members as appropriate.
vii. Thanks customer for the opportunity to be of service
Verifies information and processes transactions, following established policies and procedures. Accepts deposits, pays withdrawals or accepts payments for the following types of accounts and other accounts or products as may be developed from time to time, such as:
iii. Cash Advances
iv. Consumer, mortgage, and commercial loans
Continually maintains awareness of policies, procedures, and transactions. Follow security precautions. Places and observes holds. Informs supervisor of questionable situations or exceptions. Executes all required forms and logs on a timely basis.
Balance daily transaction; or special accounts as assigned. Maintains control of cash. Report outages to supervisor when discovered.
Performs related duties such as: loan payoffs, principle reductions, accepts fees and miscellaneous payments. May assist in opening and closing bank, processing calls, processing night deposits and researching requests. Complete the form of a change of address and forward to First Call Representative. Accepts requests for check orders, and forwards to First Call Representative for processing. Refers clients to banking center to change dormant accounts to active status. May collect documentation from clients who need special accommodations, then send documentation to banking center for processing.
Prepares periodic reports and maintains required records.
Performs such other duties as may be assigned or which inherently or logically belong with the position.
Exemplify FCB's values while carrying out its mission and organizational goals and priorities