Knowledge/Skills/Abilities:
- Excellent written and verbal communication and interpersonal skills.
- Thorough understanding of customer service and Bank products/services.
- Ability to remain friendly and calm in stressful situations.
- Above average knowledge of fundamental mathematics.
Education/Experience/Licenses/Certifications:
- High school diploma or recognized equivalent required.
- 1+ years of customer service experience required.
- Experience in retail sales preferred.
- Experience in a professional financial environment preferred.
- Cash handling and transactional experience preferred.
- Bi-lingual preferred.
Equipment/Software:
- Ability to operate general office equipment, banking equipment, and banking systems.
- Proficient in Microsoft Office Suite.
Physical Requirements:
The physical demands described are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed mainly in an office setting. Hand-eye coordination is necessary to operate computers and various pieces of office equipment.
Activity
|
Frequently (70-100%)
|
Occasionally (40-69%)
|
Rarely (0-39%)
|
Standing
|
Â
|
X
|
Â
|
Sitting
|
Â
|
X
|
Â
|
Bending
|
Â
|
Â
|
X
|
Reaching
|
Â
|
Â
|
X
|
Lifting
|
Â
|
20 lbs.
|
Â
|
Sales Goals:
Sales goals are measured by accounts and products opened and are used in conjunction with work performance to calculate employee success. This position is expected to meet the minimum requirements. Additional training may be required if goals are consistently not met.
Metric
|
Products
|
Closed Referrals
|
Closed Loans
|
Established Goal
|
10
|
1
|
1
|
**Employee benefits include health, vision, dental, life, disability, critical illness, and accident insurance available to full-time employees after 30 days of employment, and 401k for all employees beginning on hire date.
***Be advised that employment is contingent on passing a pre-employment background check which includes state, federal, and national criminal checks, credit check, and employment verification.