Essential Duties and Responsibilities include the following. Other duties may be assigned.
50%-- Open new accounts, explaining services offered i.e. Checking, Savings, CD’s, CDARS, DDM, IRA’s and Safe Deposit Boxes. Special attention to signature cards, W-9 accuracy and business account documentation. Accurately input and maintenance of all accounts. Accept and input stop payments, wire transfers, check orders, run appropriate Cross App entries, mobile/online banking enrollment, enter account alerts, and create safe deposit box contracts. Relate and affiliate accounts accurately and timely. Scan signature cards and account documentation to image system.
Accurately input new account information into Yellow Hammer.
30%-- Meet the bank’s customer service standards. Display a professional appearance, provide fast and friendly assistance, answer questions, and respond to requests promptly. Display good product knowledge, accuracy of problem resolution, and telephone etiquette. mobile/online banking enrollment. Basic knowledge of additional duties within the department including but not limited to completing monthly certifications, CTR’s and account analysis. Assist and train customers to use the ITM machines. Basic knowledge of issuing and accepting negotiable instruments
20%-- Meet established SOP and audit requirements for New Accounts area with emphasis on BSA requirements. Know and understand the operational aspects of all products and the related policies and procedures, admit customers to safe deposit boxes, ensuring proper security is maintained. Assist with monthly certifications