BC Svc. Specialist - Vaihingen Patch Brks. (PT35) Req #1954 Full-time Job
vor 1 Woche - Banking - Vaihingen an der EnzJobdetails
Requisition #1954
Banking Center Service Specialist at Vaihingen (Patch Barracks) Banking Center, Part-Time 35 hours weekly.
***M/F/D*** **Male/Female/Diverse**
PRINCIPAL ACCOUNTABILITIES
Position responsibilities extend to mastering and carrying out a standard range of service assignments as specified below.
I. General Tasks and Skills
- Provide qualified service to customers by identifying financial needs and offering solutions from a range of standard products and services.
- Provide financial services within assigned authority limit including, but not limited to, cashing checks, accepting individual deposits, buying and selling local and foreign currency, selling financial papers, processing local bill payments.
- Maintain adequate supply of cash to meet business needs while complying with standard limits, and accurately balance cash holdings daily.
- Complete transactions initiated by other sections/departments by paying out loans, processing wire transfers and accepting loan payments.
- Process Night Depository containers and Subject to Count deposits on an as needed basis.
- Assist with the preparation and maintenance of Night Depository agreements and accountability of ND containers.
- Process organizational transactions on an as needed basis.
- Perform ATM servicing and replenishment
- Assist as dual control member when servicing ATM machines, processing incoming and outgoing cash shipments or transporting cash requiring military or security police support.
- May be required to open and close banking center business day.
- Assist with conducting Key & Combination and Financial Paper inventories.
- May perform overrides and transaction reversals.
- Perform cash counts.
- Assist in cash drawer difference resolution.
- Open and close accounts (i.e. Checking and Savings Accounts and Certificates of Deposit) for authorized individuals.
- Open and close accounts (i.e. Check and Savings Accounts) for organizational customers.
- Initiate and cancel account services (i.e. ATM Cards, checking to savings transfers).
- Perform account maintenance tasks for individual accountholders and organizational accounts (i.e. Account Life Extensions, Stop Payments, local bill pay recalls).
- Process standard loans through the automated loan decision rendering software application.
- Assist customers in enrolling and conducting Online Banking, and with Mobile Banking questions.
- Prepare deceased customer and removal of joint accountholder documentation for review and approval.
- Handle routing customer inquiries.
- Assist in end of day reports printing and filing.
- Reconcile Financial Paper Working Stock log and compare with Printed Checks Report.
- Perform delinquent account follow-up and prepare Potential Loss Account (PLA) documents.
- Action monthly reports, i.e. DEROS REPORT, as assigned.
- Review and approve wire transfers within authority limit.
- Acquire basic knowledge of dormant account handling.
- Utilize the Relationship Building Notes (RBN) to build rapport with the customer and uncover needs.
- Assist in the accurate and professional maintenance of logs and binders.
- Conduct work station reviews to ensure the proper removal and storage of cash, monetary instruments, and confidential and proprietary documents.
- Assist with preparing incoming and outgoing mail (i.e. APO, Registered, DHL) for shipment.
- Assist with records retention.
- May act as new hire associate coach for the range of service assignments.
- Remain up-to-date on policy and procedure changes and provide guidance to less experienced associates.
- Perform other reasonable duties as assigned.
II. Security
- Adhere to and assist in coaching new associates on:
Work station security, robbery, and bomb threat procedures.
Protection of confidential and proprietary information.
Importance of reporting risk when identified.
Protection of entrusted keys, combinations and codes.
Fraud prevention, anti-money laundering policy and procedures and any other regulatory compliance policies/procedures.
- Assist with the performance of monthly alarm component testing.
III. Service Delivery
- Possess a thorough knowledge of Bank’s products and services.
- Recognize and utilize referral opportunities.
- Perform all customer transactions in a professional manner to build customer confidence and trust.
- Apply all Playbook behaviors and demonstrate the Community Bank Spirit and Core Values.
- Act as Lobby Leader.
- Assist with Newcomers, Reintegration and Pre-deployment briefings.
- Prepare and participate in Community involvement activities.
Required skills:
- Successfully complete all BCSS training
- One year of Community Bank experience and can perform successfully all BCSS responsibilities
- Skilled at and/or aptitude for assessing customer needs, providing applicable solutions/recommendations and building customer relationships based on mutual trust to optimize service opportunities to new and existing customers
- Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to- face environment
- Engage with customers; effectively communicate and overcome objections
- Demonstrate ability to training new BCSS
- Actively use and leverage current technologies to better understand solutions available to improve our customers’ financial lives
- Apply strong critical thinking and problem-solving skills
- Available to work a flexible schedule as required to run the business
- Demonstrate initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements
- Display passion, commitment and drive to deliver an experience that improves our customers’ financial lives
- Ability to understand and implement process and/or regulatory requirements during all interactions with customers
Desired skills:
- Business relevant associates’ degree (examples: business management, business administration, finance)