Sales and Service Representative (SSR) is responsible for providing an exceptional in-branch client experience by handling every client need from sales to service. The SSR will handle all customer sales and service inquiries, including but not limited to, teller transactions, new account openings, existing customer servicing needs, and problem resolution. Utilizing a needs-based selling approach, the SSR will provide solutions based on the needs of the customer and how they like to conduct their banking. Time spent in various aspects of this role will vary depending upon branch traffic and needs and the role of other associates in the branch. Proportion of time spent on the teller line and platform will vary day to day.
ESSENTIAL FUNCTIONS
1. Opens and closes branches.
2. Signs Official checks in accordance with the transaction amount.
3. Provides exceptional service to the Bank’s customers regarding daily teller, servicing, and new account transactions; addressing inquiries, understanding/determining needs, and resolving problems.
4. Processes customer transactions in an efficient, accurate and friendly manner.
5. Accurately balances cash drawer daily.
6. Performs day-to-day branch operations including, ATM balancing, clearing cash items, adding or removing holds, under dual control will balance and process the vault and bag coin.
7. Utilizes needs-based sales/service techniques to elicit the needs of customers and match those needs to the Bank’s available products and services.
8. Consistently meets or exceeds sales goals.
9. Provides assistance to other branch employees and assists in training new employees.
10. Follows the Bank’s policies and regulatory requirements.
JOB QUALIFICATIONS
1. Excellent communication, sales and customer service skills.
2. Basic math skills and the ability to multitask.
3. Strong computer skills, including Word and Excel.
4. 1-year experience as a Teller or in a sales and service based position preferred.
5. High School Degree. Associate degree or higher preferred.
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