1st Source Bank
Personal Banker (Client Services Associate), Valparaiso Circle Banking Center, V
1st Source Bank, Valparaiso, Indiana, United States, 46383
divh2Personal Banker (Client Services Associate), Valparaiso Circle Banking Center, Valparaiso, IN/h2pProvides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services./ppEssential Requirements:/pulliProcesses banking center transactions, safe deposit, cash machine and vault balancing activities, following bank policies and procedures./liliGreets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed./liliOpens personal accounts, CDs and cross-sells bank services./liliAnswers client inquiries and resolves less complex issues./liliBuilds client loyalty; establishes client relationships, including addressing each client by name./liliConsistently delivers exceptional customer service to each and every client./liliAdheres to established bank policies, procedures and guidelines./liliParticipates in retail sales programs to help meet personal and banking center goals./liliActively participates in team meetings and participates in community projects and appropriate educational programs related to the position./liliProvides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary./liliAssists Manager with audits, reporting and scheduling as requested./liliRegular and predictable attendance is an essential requirement of the position./liliResponsible for the completion of all training related to the position./liliUnderstands all applicable laws and regulations that apply to the position and complies with the requirements./li/ulpNon-Essential Functions:/pulliDemonstrates appropriate levels of interpersonal skills for clients and staff members./liliPerforms all other duties as assigned./li/ulpExperience/Skills:/pulliFour (4) or more years of retail banking experience preferred./liliCustomer service and sales oriented./liliHigh degree of attention to detail./liliGood written and verbal communication skills./liliGood PC skills
proficiency in Microsoft word and Excel essential./liliAbility to cross-sell bank products and services./liliHighly motivated./liliAbility to work in a team atmosphere./liliAbility to stand for prolonged periods of time./liliAbility to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records./liliAbility to handle multiple tasks in a fast-paced environment./li/ulpEducation: One (1) - three (3) years college preferred./ppTravel Requirements: Ability to travel to all banking centers; as well as other locations for meetings, projects, training and seminars (as needed)./ppPhysical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds./ppEquipment: MS Office PC, fax, phone and standard office equipment./p/div
proficiency in Microsoft word and Excel essential./liliAbility to cross-sell bank products and services./liliHighly motivated./liliAbility to work in a team atmosphere./liliAbility to stand for prolonged periods of time./liliAbility to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records./liliAbility to handle multiple tasks in a fast-paced environment./li/ulpEducation: One (1) - three (3) years college preferred./ppTravel Requirements: Ability to travel to all banking centers; as well as other locations for meetings, projects, training and seminars (as needed)./ppPhysical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds./ppEquipment: MS Office PC, fax, phone and standard office equipment./p/div