Provide complete customer services including but not limited to opening accounts, selling bank services and products, and gathering information needed to efficiently process new and existing accounts. Identify and refer candidates for other bank services. Provide help in the teller area when is needed and handle the essential teller functions.
s:Ensure the branch production goals are me
t.Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxe
s.Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdle
s.Provide Treasury and Lending specialists with qualified referrals for cross-sel
l.Conduct sales initiatives through adequate procedure
s.Ensure effective customer retention and growth through ongoing sales and servicing initiative
s.Ensure implementation of the Bank’s customer service philosophy in regards total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy and communication
).Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentatio
n.Prepare documents and assist customers in the signing of documents to process account
s.Input information to create account data file of new account
s.Perform any maintenance changes on existing customer’s account, such changes of address, title, or rate change
s.Promote and answer questions regarding the various lending products the bank offer
s.Resolve customer problems and complaints in accordance with FirstBank Florida excellent service polic
y.Answer customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issue temporary checks, et
c.Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirement
s.Maintain IRS/SEP file maintenance and reports, as the liaison to Bankers System
s.Responsible for working supplies and ordering new accounts starter kits, if necessar
y.Maintenance of all log
s.Make sure corresponding reports are completely on a timely manne
r.Assist customers on overdraft and delinquent loan
s.Serve as teller backup as neede
Education and Experience :
“Employee must comply with all requirements related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continue to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act
.”3 years of experience in a similar job is required or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is require
d.Preferred 1 year of related Personal Banker functions/Teller experience and/or 2 years of cash handlin
g.Bilingual English and Spanish (speak, read and writ
e)Good mathematical and communications skil
lsA formal training in banking products and/or processing new account
s.Good understanding of financial products, loan documentation, and business objectives of a real-estate lending departme
ntStrong knowledge of Microsoft Offi
Independence of Judgment
t:Independence of judgment is according to established internal policies and guideline
Impact of Error
s:The impact of errors on this position could affect other departments operations and an economic impact to customers and to the Ban
Interpersonal Communication
n:Good interaction with customers and Bank’s employee
t:Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet condition
s.These employees are exposed to external elements when representing the corporation at external events and may be required to work extended hours, including holidays, should these coincide with company event
s.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 function
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s:Ensure the branch production goals are me
t.Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxe
s.Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdle
s.Provide Treasury and Lending specialists with qualified referrals for cross-sel
l.Conduct sales initiatives through adequate procedure
s.Ensure effective customer retention and growth through ongoing sales and servicing initiative
s.Ensure implementation of the Bank’s customer service philosophy in regards total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy and communication
).Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentatio
n.Prepare documents and assist customers in the signing of documents to process account
s.Input information to create account data file of new account
s.Perform any maintenance changes on existing customer’s account, such changes of address, title, or rate change
s.Promote and answer questions regarding the various lending products the bank offer
s.Resolve customer problems and complaints in accordance with FirstBank Florida excellent service polic
y.Answer customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issue temporary checks, et
c.Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirement
s.Maintain IRS/SEP file maintenance and reports, as the liaison to Bankers System
s.Responsible for working supplies and ordering new accounts starter kits, if necessar
y.Maintenance of all log
s.Make sure corresponding reports are completely on a timely manne
r.Assist customers on overdraft and delinquent loan
s.Serve as teller backup as neede
Education and Experience :
“Employee must comply with all requirements related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continue to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act
.”3 years of experience in a similar job is required or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is require
d.Preferred 1 year of related Personal Banker functions/Teller experience and/or 2 years of cash handlin
g.Bilingual English and Spanish (speak, read and writ
e)Good mathematical and communications skil
lsA formal training in banking products and/or processing new account
s.Good understanding of financial products, loan documentation, and business objectives of a real-estate lending departme
ntStrong knowledge of Microsoft Offi
Independence of Judgment
t:Independence of judgment is according to established internal policies and guideline
Impact of Error
s:The impact of errors on this position could affect other departments operations and an economic impact to customers and to the Ban
Interpersonal Communication
n:Good interaction with customers and Bank’s employee
t:Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet condition
s.These employees are exposed to external elements when representing the corporation at external events and may be required to work extended hours, including holidays, should these coincide with company event
s.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 function
#J-18808-Ljbffr