Customer Representative (Float Position)

Summary:

Expectations of a Retail Banking Floater are to demonstrate an understanding of and a commitment to our mission, core values, and quality standards. To show a disciplined work ethic and the ability to provide exceptional customer experiences to our customers, co-workers and the communities we serve. They will exhibit the attitude and aptitude to engage in the continuous development of self and others.

Primary Responsibilities and Duties:

(The essential duties and responsibilities listed below represent the job requirements but are not meant to be all-inclusive or prevent other duties from being assigned as necessary).

• Continually meet customer and prospect needs by promoting bank products and services and making referrals.
• Actively participate in the consultative & assumptive selling process within the bank, utilizing provided resources and other various tools and reports.
• Build and maintain excellent customer relationships in various locations, on the phone, and by attending various events, as appropriate.
• Actively participate in training, staff meetings, and other motivational activities.
• Establish good relationships with other departments by ensuring efficient and effective referrals to the appropriate department.
• Takes initiative to learn all First National Bank products, services, and lines of business and demonstrates the ability to identify opportunities to cross-sell new and existing services.
• Consistently meet & exceed established career achievement & referral goals as set by you & your management team.
• Project a positive image of the bank and exhibit professionalism and confidentiality at all times.
• Follow banking regulations, guidelines & policies by protecting confidential information of our internal & external customers.
• Demonstrate exceptional judgment and ability to foresee problems and excellent performance in new and stressful situations.
• Maintain a strong understanding of duties, is highly motivated, completes established goals, takes responsibility for additional projects, produces more work than required, and does not require assistance prioritizing.
• Perform a variety of financial center duties including, but not limited to, front-line services, e-Banking services, open accounts and accept consumer loan applications.
• Perform responsibilities tasked by the Retail Administration Team.

Position Requirements:

• High School Diploma or GED.
• Previous customer service experience required.
• Cash handling experience required.
• Ability to work well in a team environment.
• Strong oral and written communication skills.
• Travel as far as 45 miles in each direction.