• By serving as a customer link in the banking sector, the Banking Service Executive ensures that Company's Brand promise is honored through the utilization of financial know-how and tailored guidance to meet customers' banking demands
• Through the identification of suitable Company options that support customers in achieving financial objectives, this role actively contributes to business development and strengthens customers' relationships with Company
• Continuous sedentary tasks necessitate prolonged periods of sitting without frequent breaks for movement
• Balancing multiple tasks simultaneously - Continuous
• Regular operation of standard office equipment - Continuous
• Fast responses to auditory prompts - Perpetual
• Sitting - Frequent
• Standing - Frequent
• Walking - Occasional
• Securely traversing limited areas - Every now and then
• Now and then, moving loads that are 25 pounds or lighter
• Squatting - Occasional
• Engaging with Customers and Strengthening Relationships: This title suggests the dual focus on interacting with customers effectively and enhancing the depth of relationships with them:
• Enhances customer relationships through the exhibition of product knowledge and attentive listening to customer demands
• Participates in discussions to identify further needs and provide relevant solutions or referrals
• Provides tailored suggestions for products that meet customer needs, emphasizing the advantages and features they offer
• Deploys CRM tools for the proactive identification of solutions, support in assessments, and execution of outbound sales initiatives
• Independently resolves customer problems and errors, escalating as deemed necessary
• Creates operational connections and elaborates on detailed or complicated information
• Engages in activities related to customer outreach, servicing, and advice provision to fulfill Company's commitment to delivering unexpectedly authentic interactions
• Communicates with clients about borrowing options and assists in gathering necessary application materials
• Functions as a strategic partner for customers, offering insights on efficient time and money management
• Tailors customer interactions to add a genuine and personal touch
• Customer Experience and Service Excellence revolve around offering exceptional services and ensuring customers have a positive interaction with a brand:
• Provides an outstanding customer experience by offering service, guidance, and fostering connections
• By fostering trust, giving expert guidance, and suggesting forward-thinking advice, the assistance contributes to Company's customer service strategy
• Provides a higher level of assistance for customer queries or concerns
• Takes charge of lobby leadership by directing customer traffic, welcoming visitors, and assisting in understanding their needs
• Educates customers on digital and self-help preferences that suit their needs
• Implements actions to deliver service that goes beyond expectations in its human element
• Acknowledges the needs for transactions and educates customers on self-service options, especially digital tools
• Collaborates with bankers from partner institutions to maximize referral opportunities
• Contributes to tasks related to loans in accordance with the categorization of Mortgage Loan Originator under the Regulation Z and the SAFE Act
• Operational excellence requires a proactive approach to continuous improvement and innovation in order to stay competitive and meet customer expectations
• Teller responsibilities may include performing transactions like check cashing, depositing funds, withdrawing money, and transferring finances
• Conforms to fraud prevention strategies and operational practices
• New employees must participate in teller training to be able to handle Customer transactions
• Engages effectively as a key team player, nurturing a favorable workplace setting that inspires high standards, originality, and cooperation
• Develops expertise and takes part in sharing insights and information
• Takes part in activities related to performance monitoring, skill development, and career advancement
• Regularly informs individuals of progress and any necessary updates in a proactive fashion
• Supports the implementation of a workplace culture that prioritizes diversity, equity, and inclusion
• Represents the brand as a spokesperson both internally and externally
• Drives performance improvements through the use of coaching feedback

Embraces change positively

• Periodically required to lift or carry heavy objects exceeding 25 lbs

Achievement of a high school diploma or GED credential signifies the successful culmination of secondary education requirements demonstrating experience in customer service or sales for a period longer than one year (volunteering, educational background, or military service may serve as valid alternatives)

• Must successfully pass through teller training process
• A preference is given to candidates with excellent customer communication skills and product education expertise
• Impressive skills in organizing tasks effectively; proficient at multitasking in fast-paced settings
• Skillful in conveying messages concisely, clearly, and coherently
• Capability to rank tasks by importance, fulfill deadlines, and operate without continual direction
• Exhibiting strong discernment and skillful at finding solutions adeptly

Competence with Microsoft Office software