Retail Sales Associate (Teller)
Midwest Heritage, Urbandale, IA, United States
Retail Sales Associate I (Teller)
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth. The Sales Associate I is responsible for teller and personal banking functions. This position is responsible for promoting all Midwest Heritage products and services to customers and provides competent and courteous service to existing and prospective customers. Retail locations are open six days a week and extended hours on weekdays. Incumbent must have the flexibility to work non-traditional banking hours, including some weekend and evening hours. Chariton location is open six days a week. Incumbent must have the flexibility to work Saturdays. Core competencies include being customer focused, having cash handling skills, attention to detail, accuracy, and professionalism. Accountable and reports to: Operations Supervisor. Positions that report to you: None. Primary duties and responsibilities include completing in-aisle walks and PA announcements as required, increasing account relationships of existing bank customers and attracting new customers by introducing them to new products and services, successfully achieving all sales goals on a continuous basis, processing all types of teller transactions as well as maintaining and balancing a cash drawer daily, maintaining knowledge, skills, and abilities in regard to Midwest Heritage products and services by participating in on-going training and staying aware of internal communications, assisting the Operations Supervisor in clerical support including filing, ordering supplies, maintaining office records, and preparation of reports, successfully achieving all operations goals on a continuous basis, ensuring that customers are satisfied with the products and services that they obtain, and proactively and professionally communicating with customers regarding their financial needs. Knowledge, skills, abilities, and worker characteristics include professional presentation and excellent communication skills, strong attention to detail, strong computer and keyboarding skills, and the ability to report to work when scheduled and on time. Retail locations must be available for weekdays, evenings until 6:00pm, and weekends. Education and experience include being 16 years of age, successful experience in a customer service capacity, previous sales or cash management experience preferred, previous Bank Teller experience is preferred, and previous experience must demonstrate the ability to sell, communicate effectively, and provide excellent customer service. Physical requirements include being classified sedentary/light and requiring the ability to sit for long periods and/or stand for long periods of time, frequently communicating with customers in person and on the phone, constantly operating a computer and other office productivity machinery, and close visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, and reading. Working conditions include primarily 100% inside with occasional local travel and retail locations - hours vary from week to week including days, evenings until close (6pm), and some weekend hours. Equipment used to perform the job includes computer printouts, incoming mail, calculator, computer terminal, copy machine, fax machine, and various software programs. This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors, and outside agents doing direct business with Midwest Heritage. Confidentiality includes the responsibility to protect the privacy and confidentiality of customers, employees, and bank/insurance/financial information at all times. In the performance of their respective tasks and duties all employees are expected to follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes, perform quality work within deadlines, interact professionally with other employees, customers, and suppliers, work effectively as a team contributor on all assignments, and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth. The Sales Associate I is responsible for teller and personal banking functions. This position is responsible for promoting all Midwest Heritage products and services to customers and provides competent and courteous service to existing and prospective customers. Retail locations are open six days a week and extended hours on weekdays. Incumbent must have the flexibility to work non-traditional banking hours, including some weekend and evening hours. Chariton location is open six days a week. Incumbent must have the flexibility to work Saturdays. Core competencies include being customer focused, having cash handling skills, attention to detail, accuracy, and professionalism. Accountable and reports to: Operations Supervisor. Positions that report to you: None. Primary duties and responsibilities include completing in-aisle walks and PA announcements as required, increasing account relationships of existing bank customers and attracting new customers by introducing them to new products and services, successfully achieving all sales goals on a continuous basis, processing all types of teller transactions as well as maintaining and balancing a cash drawer daily, maintaining knowledge, skills, and abilities in regard to Midwest Heritage products and services by participating in on-going training and staying aware of internal communications, assisting the Operations Supervisor in clerical support including filing, ordering supplies, maintaining office records, and preparation of reports, successfully achieving all operations goals on a continuous basis, ensuring that customers are satisfied with the products and services that they obtain, and proactively and professionally communicating with customers regarding their financial needs. Knowledge, skills, abilities, and worker characteristics include professional presentation and excellent communication skills, strong attention to detail, strong computer and keyboarding skills, and the ability to report to work when scheduled and on time. Retail locations must be available for weekdays, evenings until 6:00pm, and weekends. Education and experience include being 16 years of age, successful experience in a customer service capacity, previous sales or cash management experience preferred, previous Bank Teller experience is preferred, and previous experience must demonstrate the ability to sell, communicate effectively, and provide excellent customer service. Physical requirements include being classified sedentary/light and requiring the ability to sit for long periods and/or stand for long periods of time, frequently communicating with customers in person and on the phone, constantly operating a computer and other office productivity machinery, and close visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, and reading. Working conditions include primarily 100% inside with occasional local travel and retail locations - hours vary from week to week including days, evenings until close (6pm), and some weekend hours. Equipment used to perform the job includes computer printouts, incoming mail, calculator, computer terminal, copy machine, fax machine, and various software programs. This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors, and outside agents doing direct business with Midwest Heritage. Confidentiality includes the responsibility to protect the privacy and confidentiality of customers, employees, and bank/insurance/financial information at all times. In the performance of their respective tasks and duties all employees are expected to follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes, perform quality work within deadlines, interact professionally with other employees, customers, and suppliers, work effectively as a team contributor on all assignments, and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.