Personal Banking Representative - Peoria, AZ - Arrowhead

This position represents Bell Bank to the customers in a courteous and professional manner, providing prompt, efficient, and accurate service in the processing of transactions in accordance with established policies and procedures. This position is responsible to work the teller area and customer service area as scheduled

Primary Duties:

Teller Functions:

• Greet customers courteously and accurately complete teller transactions in accordance with established policies and procedures.
• Refer customers to the appropriate area or individual, as needed, via a warm transfer.
• Meet monthly with Teller Supervisor in order to create and discuss goals, assess progress, develop personal steps for growth and provide feedback.
• Keep till, teller line, and customer areas neat and orderly at all times.
• Develop new business by referring new or additional services to existing customers and prospects.
• Maintain security and confidentiality of the bank and its customers at all times.
• Resolve customer problems, obtaining information, researching records and following up on details to resolve the matter to the customer’s satisfaction, whenever possible.
• Be knowledgeable of current fraud trends and report suspicious customer transactions to the appropriate department or individual.
• Be knowledgeable of the various Bank Secrecy Act requirements that apply to the teller transactions. (CTRs, Monetary Instrument Log, OFAC, etc.)

Personal Banking Duties:

Customer Service and Customer Retention:

• Counsel customers regarding financial matters, advising them on products and rates, suggesting a strategy to obtain the best results based on individual desires and resources.
• Resolve customer problems, obtaining information, researching records and following up on details to resolve the matter to the customer’s satisfaction, whenever possible.

Production:

• Open business and personal accounts.
• Educate and advise on bank products and services through personal contact; checking, savings, certificate of deposits, individual retirement accounts, and other retail banking services.
• Increase customer relationships by cross-selling products and services to new and exciting customers
• Responsible for the daily handling of overdrafts, collections and technical exceptions on assigned customer accounts.

Sales Programs:

• Actively participate in the Ask Program.
• Participate in various professional associations and community activities to enhance the Bank’s visibility and to further personal development.

Training / Development:

• Attend and actively participate in training sessions as scheduled.
• Attend all mandatory security training sessions.
• Complete online compliance testing quarterly.

• Volunteer for at least one Bell Bank event per year.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Perform other duties as assigned.

Job Skills Required:

• Bookkeeping, calculator, and keyboarding skills.
• Good communication, listening, and social skills
• Attention to detail.
• Timeliness and reliability.
• Ability to be flexible, prioritize tasks, and stay poised under pressure.
• Ability to work flexible hours to include mornings and evenings as scheduled.