The Banking Officer plays a crucial role as a point of contact for customers, ensuring Company's Brand promise is upheld through the application of financial knowledge and personalized guidance to support customers in their banking requirements
By recommending Company products tailored to meet customers' financial objectives, this position plays a part in expanding the business and enhancing customers' connections with Company
Fostering Customer Engagement and Building Relationships: This title underscores the importance of actively engaging with customers and cultivating strong connections with them:
Develops and maintains customer connections through demonstrating product expertise and attentively understanding customer requirements
Participates in discussions to uncover further requirements and offer resolutions or recommendations
Offers suggestions for products based on the specific requirements of customers, emphasizing the advantages and perks they provide
Utilizes customer relationship management tools to actively seek out and suggest solutions, assist with evaluations, and carry out proactive sales initiatives
Handles customer problems and errors independently and escalates when needed
Establishes functional connections and clarifies intricate details or complex concepts
Contributes to engaging with customers through outreach, service, and guidance efforts to uphold Company's commitment to genuine interactions
Interacts with clients about loan offerings and assists with gathering application information
Acts as a champion for customers, offering valuable suggestions to help them save both time and money
Enhances genuineness and tailors every individual customer engagement
Delivering exceptional customer interactions and top-notch service quality is essential for Customer Experience and achieving Service Excellence:
Provides an outstanding customer experience by offering service, guidance, and fostering connections
Develops trust, offers advisory assistance, and suggests proactive solutions to enhance Company's customer service approach
Acts as the next level of support for customer inquiries or issues
Participates in lobby management by coordinating customer traffic, greeting clients, and assisting with identifying their requirements
Guides clients on utilizing digital and self-help solutions tailored to their choices
Performs actions to guarantee the delivery of customer service that is surprisingly human
Identifies customer transaction requirements and offers guidance on utilizing self-service options such as digital platforms
Develops connections with collaborating bankers to facilitate efficient client referrals
Works on loan-related tasks as this position is classified under the Regulation Z and SAFE Act descriptions of Mortgage Loan Originator
Achieving Operational Excellence involves optimizing processes and procedures to enhance overall performance and efficiency within a business setting
Teller transactions, such as cashing checks, making deposits, withdrawing funds, and transferring money, may be conducted
Follows guidelines for preventing fraud and operational protocols
Successful completion of teller training is mandatory upon being employed to handle Customer transactions
Plays an active role as a valuable member of the team, fostering a constructive work atmosphere that promotes excellence, creativity, and teamwork
Improves understanding and skills while engaging in the exchange of information
Partakes in performance evaluation, training initiatives, and professional advancement
Keeps stakeholders informed of progress and any pertinent developments in a proactive manner
Endorses a workplace environment that values and embraces diversity, equity, and inclusivity
Serves as a representative for the brand both within the organization and to external stakeholders
Enhances performance through the application of coaching feedback
Embraces change positively
Engaging in various activities simultaneously - Continuous
Utilizing typical office machinery on an ongoing basis - Steady
Safely navigating through tight spaces - Infrequently
Occasionally handling loads weighing less than 25 pounds
Требования
Attainment of a high school diploma or General Educational Development (GED) certificate validates completion of secondary education
Having over a year of experience in customer service or sales (volunteering, educational background, or military service can serve as alternatives)
Ability to finish training for a teller position is a requirement
Exceptional abilities in arranging tasks efficiently; adept at managing multiple tasks in high-pressure settings
Effective communication abilities involving clarity, brevity, and coherence
Proficiency in managing tasks based on importance, adhering to timelines, and functioning autonomously
Demonstrating good decision-making and efficient critical thinking abilities
Mastery of Microsoft Office suite
Sedentary employment involves sustained periods of sitting without much physical activity
Reacting promptly to auditory stimuli - Persistent
Sitting - Frequent
Standing - Frequent
Walking - Occasional
Occasionally lifting or carrying items weighing more than 25 pounds
