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Immediate Job Opportunity
Provide our customers with fast, friendly customer service by always adhering to common courtesies and delivering the brand promise with every customer. Efficiently and accurately process customer transactions while adhering to all required policies and procedures. Support the sales process in the branch by identifying customer needs, promoting current offers and referring customers to other colleagues for assistance with financial solutions. Provide awareness and if warranted, demonstration of all channel capabilities and the overall benefit to the customer.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated’s anonymous Ethics Hotline.
Key Result Areas
Attract and retain customer relationships by extending a warm welcome and common courtesies to every customer and by providing accurate and timely service, which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan and credit card payments, dispensing monetary instruments, within established guidelines to ensure an excellent customer experience at every point of contact.
Balance and prove cash daily to maintain accurate transactions processed and record keeping. Identify payees and verify signatures and endorsements, remain up-to-date on all security procedures.
Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations.
Learn the bank’s products and services to retain and enhance customer account relationships. Identify opportunities to resolve customer needs and refer the customer to Bank Colleagues who can help meet their needs. Share product and service promotions and new opportunities with our customers.
Answer telephone inquiries and provide information in accordance with company policies, while delivering an exceptional customer experience.
Support and service fellow colleagues within and outside of the banking office by adhering to the company’s vision and values.
Perform office duties including maintaining office supplies and providing a professional, organized environment.
Service the ATM machines, safe deposit area, vault and night drop, as assigned.
In offices with Safe Deposit functions: monitor access to safe deposit boxes, open new safe deposit accounts, maintain lease agreements, and answer any questions to ensure client satisfaction and safety.
High School or equivalent combination of education and experience , Required
Less than 2 years Demonstrated customer service skills and computer experience.
Verbal Communication , Intermediate
Written Communication , Intermediate
Mathematical , Intermediate
Other: Attention to detail, Advanced
Operate Office Equipment , Intermediate
Microsoft Office , Intermediate
General Physical Condition
Moderate physical activity; routine handling of objects of 21-50 pounds or continuous standing, walking, keyboard, or CRT work (at least 80% of time) OR periods of moderate discomfort due to noise and/or other adverse conditions.
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