CRM Assists in supporting banking office responsibilities, servicing customers and developing business for the Bank
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides a high level of quality customer service
Recognizes opportunities and effectively cross-sells the Bank’s deposit/loan/investment products to customers and prospects
Assists, as required, in the daily operational requirements including staff support, proofs and reconciliations, follow-up of complaints, etc.
Supports prescribed security controls
Assists in management of staff for specific functions, as assigned (i.e. teller area, collection area, safe deposit area, etc.)
Participates in the business plan for the office and directs all efforts in support of the office’s goals and objectives
Is aware of and makes recommendations to manager on new business opportunities in the local trading areas, staffing issues, branch facilities issues, service and quality issues, etc.
Assists in preparation of sales and operational reports
Processes and monitors forms and maintain files such as credit, card, safe deposit, etc.
Assists in all areas of banking office housekeeping (i.e. platform, tellers, safe deposit, etc.) and supply maintenance
Prepares and processes banking documentation (i.e. checkbook orders, new account forms, account maintenance documentation, etc.)
Performs, as called upon, to work as a Teller to cover peak hours and the shifts
Makes suggestions to improve the quality of sales/service/products/facilities, etc.
Keeps current in all Bank products and services
Supports the Bank’s sales and incentive programs when they occur, being aware of opportunities and making recommendations to attract new customers to the bank and cross-sell additional services to existing customers.
Supports the Bank’s corporate education program by enhancing their knowledge and skills related to their job through education.Required to complete BAI Compliance Courses according to schedule.
Responsible for compliance requirements applicable to the associate’s job function and in being accountable to follow those compliance regulations specific to their area of the Bank.
Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or redesigned depending upon individual circumstances
May function as a Registered Mortgage Specialist/MLO – see separate job description