Role
Responsible for providing an excellent member experience and maintaining strong professional relationships. Assists members with opening sub-accounts and advises of the status of accounts. Courteously and promptly resolves member questions and problems or properly refers them to appropriate personnel. Has general knowledge on all products and services.
Major Duties and Responsibilities
Process necessary information and educate the members about our services and products. Assists members with day to day transactions, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations. Pro cient at cash handling and balancing a cash drawer.
Assist with wide variety of member services including, but not limited to open/close Shared Certi cates, maintaining Safe Deposit Boxes, answering basic debit card questions, and processing shared branching transactions.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, the O ce of Foreign Assets Control, Cash Over/Short Policy and the Non-Monetary Error Guidelines.
Set up auto transfers (EFT) and enroll members for ACH transfers and wires. Able to explain the di erence between the services and to complete all needed documentation.
Knowledge and Skills
EXPERIENCE Up to 6 months of similar or related experience, including preparatory experience
EDUCATION/CERTIFICATIONS/LICENSES High school education or GED
INTERPERSONAL SKILLS
Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications require shorter and not in-depth discussions most of the time.
