New Accounts Representative (FT) - McMinnville Branch Job at Citizens Bank - Oregon
Benefits
Citizens Bank offers competitive compensation and outstanding benefits:
Position: NEW ACCOUNTS REPRESENTATIVE
Citizens Bank offers competitive compensation and outstanding benefits:
- Medical, Dental, and Vision Insurance
- 401(k) with Employer Matching
- Employee Assistance and Wellness Program
- Life, Short-term and Long-term Disability
- Up to 11 Paid Holidays
- Health and Dependent Care Reimbursement Accounts
- Paid Time Off
- Banking Privileges
Position: NEW ACCOUNTS REPRESENTATIVE
Position Location and Hours
Citizens Bank – McMinnville Branch
455 NE Baker St
McMinnville, OR 97128
Type: Full-Time/Non-Exempt
Hours: Mon-Fri 8:30AM-5:30PM
Reports to: Branch Operations Officer
Description:
New Accounts Representatives are direct customer service positions responsible for providing our customers with an exceptional banking experience. New Accounts personnel are responsible for a variety of tasks including providing excellent customer service, developing banking and customer relationships, opening new accounts, and recommending other banking services based on customer need. These individuals exhibit integrity and build trust while providing efficient and accurate customer service with a consistent focus on confidentiality.
Duties may include, but are not limited to the following:
- Create a connection and develop rapport with customers to provide outstanding, personalized service.
- Answer incoming telephone calls quickly in a professional manner, use active listening skills to determine need of caller.
- Build customer relationships through proactive outreach and follow-up.
- Develop and maintain an in-depth knowledge of current bank products and services, which includes, but is not limited to, personal and business checking and savings accounts, cash management, HSAs, IRAs, merchant services, online and mobile banking, safe deposit boxes and remote deposit capture (RDC).
- Open and close all account types and services following procedural guidelines. Ensuring all documentation is complete.
- Complete regular and timely account maintenance which may include address changes, account updates, signer authorities, sweeps and automatic funds transfers.
- Respond to account-related customer requests by first understanding what is being requested followed by responding appropriately based on Bank guidelines. Resolve in a positive and timely manner.
- Assist customers with stop payments, check orders, wire transfers, online banking, telephone transfers and general questions.
- Attend monthly meetings at our Main office in Corvallis, unless otherwise stated.
- Assist customers with how to utilize Bank products and services
- Provide customers with ongoing product and service support, which may include demonstrations and minor training.
- Respond timely to customer Online Banking messages/alerts.
- May perform Teller functions as needed.
- In depth understanding of Bank and position workflow and ability to prioritize daily duties.
- Identify and recommend relevant banking services and products to our customers.
- Maintain the safety, integrity, and confidentiality of customer information.
- Help maintain a safe and secure work environment by displaying responsiveness to lobby traffic and ensuring each customer is acknowledged in a friendly and helpful manner.
- Build, develop, and maintain partnerships with teammates and other departments to maximize effectiveness and to best serve our customers.
- Regular and reliable attendance.
- Responsible for completing all training courses assigned.
- Compliance with the Bank Secrecy Act and other banking regulations.
- Other duties as assigned.
Required Qualifications
- High school diploma or equivalent.
- 1year customer service experience and phone etiquette
- Experience operating Windows based PC.
- Experience with Microsoft Applications including Word, Excel, and Outlook.
- Experience with general office equipment such as copier, scanner, fax, 10-key, filing systems.
- Proficient knowledge of basic addition and subtraction.
Preferred Qualifications
- Banking experience.
- Cash handling and balancing experience.
Attributes:
- Ability to communicate effectively in writing as well as verbally in-person and via phone.
- Ability to prioritize tasks using strong time-management, personal and workspace organization.
- Ability to identify root problem and offer solutions.
- Ability to work accurately with close attention to detail.
- Effective interpersonal skills with the ability to work with individuals and groups at all organizational levels.
- The ability to work independently and as part of a team.
- Willingness to learn and to accept change
- Exhibit a professional, business-like appearance, dress, and demeanor
Please Note :
lionsolutions.net is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, lionsolutions.net provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.