Job Function
To create an exceptional customer experience by establishing, maintaining, and deepening relationships by determining customer needs, opening deposit accounts, processing loans, providing deposit and loan account servicing, performing teller transactions, and initiating referrals to other areas of the bank. Duties and Responsibilities
- Deliver exceptional customer service by engaging, educating, and building personal connections with our customers - Follow the bank's established sales and service process - Analyze customer needs so that appropriate recommendations can be made to new and existing customers - Provide deposit and loan account servicing to existing customers - Conduct follow-up phone calls to prospects and current customers - Make outside business development appointment calls for Banking Center Manager - Use provided computer systems/software to handle all bank offered services - Complies with all federal and state laws and regulations, and all established bank policies and procedures - May process NSF report for banking center manager - Provides transactional customer service, including but not limited to the following: accept and process deposits, withdrawals, payments, and handle other over-the-counter transactions - Provide information about Jefferson Bank loans up to and including taking the loan applications for consumer lending requests - May assist Commercial Lenders and Private Bankers with loan paperwork, account openings, and customer service as needed - Perform other duties as assigned Minimum Qualifications
Work Experience - 1 year experience of working in a financial services environment or a consultative sales environment Knowledge of bank products and services Experience providing customer service through various forms of communication (face to face, email, and telephone) Preferred Experience (*Optional*) - Knowledge of new account systems 6 months of cash handling experience Supervisory Experience - None Education/Skills/Experience - High School diploma or equivalent Excellent customer service skills to include good verbal and written communication Ability to work in sales environment Good organizational skills and ability to multi-task with accuracy and follow assigned tasks through completion Equipment/Machines/Software
Excellent computer literacy in all Microsoft Programs (Outlook, Internet Explorer, Word, Excel, Power Point, Adobe Reader) Ability to work with office equipment such as copiers, scanners, shredders, fax machines, and other digital devices Ability to use Financial Service Platform software Position Includes Driving
No Competency Requirements
Must be able to communicate face to face with customers Proven organizational skills with ability to multi-task and follow assigned tasks through completion
To create an exceptional customer experience by establishing, maintaining, and deepening relationships by determining customer needs, opening deposit accounts, processing loans, providing deposit and loan account servicing, performing teller transactions, and initiating referrals to other areas of the bank. Duties and Responsibilities
- Deliver exceptional customer service by engaging, educating, and building personal connections with our customers - Follow the bank's established sales and service process - Analyze customer needs so that appropriate recommendations can be made to new and existing customers - Provide deposit and loan account servicing to existing customers - Conduct follow-up phone calls to prospects and current customers - Make outside business development appointment calls for Banking Center Manager - Use provided computer systems/software to handle all bank offered services - Complies with all federal and state laws and regulations, and all established bank policies and procedures - May process NSF report for banking center manager - Provides transactional customer service, including but not limited to the following: accept and process deposits, withdrawals, payments, and handle other over-the-counter transactions - Provide information about Jefferson Bank loans up to and including taking the loan applications for consumer lending requests - May assist Commercial Lenders and Private Bankers with loan paperwork, account openings, and customer service as needed - Perform other duties as assigned Minimum Qualifications
Work Experience - 1 year experience of working in a financial services environment or a consultative sales environment Knowledge of bank products and services Experience providing customer service through various forms of communication (face to face, email, and telephone) Preferred Experience (*Optional*) - Knowledge of new account systems 6 months of cash handling experience Supervisory Experience - None Education/Skills/Experience - High School diploma or equivalent Excellent customer service skills to include good verbal and written communication Ability to work in sales environment Good organizational skills and ability to multi-task with accuracy and follow assigned tasks through completion Equipment/Machines/Software
Excellent computer literacy in all Microsoft Programs (Outlook, Internet Explorer, Word, Excel, Power Point, Adobe Reader) Ability to work with office equipment such as copiers, scanners, shredders, fax machines, and other digital devices Ability to use Financial Service Platform software Position Includes Driving
No Competency Requirements
Must be able to communicate face to face with customers Proven organizational skills with ability to multi-task and follow assigned tasks through completion