POSITION PURPOSE AND OBJECTIVES :
The Sales & Service Representative is responsible for providing efficient, professional, and quality customer service while identifying and satisfying client needs.
Additionally, this position must deliver a high level of service by resolving customer service issues, and handling client transactions.
This position is also part of the team helping the Banking Center achieve their sales goals.
MINIMUM QUALIFICATIONS :
- Minimum years customer service experience required.
- Cash handling experience preferred.
- Basic computer skills required. Proficiency in Microsoft Office products and internet applications.
- English / Spanish speaking and reading ability preferred.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES :
- Responsible for comprehensive, prompt, and efficient client transactions. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into Horizon system.
- Greet all clients as soon as they enter the banking center and work to develop a strong banking relationship with regular clients.
- Consistently deliver the Republic Experience to every client.
- Balances cash drawer each day, meeting Republic’s standard of performance.
- Recognize opportunities to satisfy client needs through other Bank products. Perform transaction overrides & makes hold decisions
- Receives mortgage, consumer loan and other payments, ensures the payments match balances due and enter payment into Horizon system.
- Takes outgoing wire transfer requests; processes cash advances; cashes checks & processes withdrawals; opens & records the night drop deposit transactions;
balancing ATM; research necessary information upon client’s request while following all security procedures for the banking center.
- Monitor activity of all new accounts, to ensure all cross sales have been properly activated and on-boarding is followed and completed.
- Adhere to Bank’s new client on boarding process and procedures.
- Actively work calling lists of existing clients to cross sell for other products or expanded relationships, including retention of existing accounts.
- Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
- Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
- Willingly perform all other duties and projects as assigned.
INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED :
- Excellent verbal communication skills.
- Must use active listening skills to be able to uncover client opportunities for additional products and services.
- Must be self-motivated and able to work in a team environment.
- Must be well organized and able to multi-task.
PHYSICAL REQUIREMENTS :
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel;
and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms.
The associate must occasionally lift and / or move pounds. Specific vision abilities required by this position include close vision, and distance vision.
The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS :
- Travel between Republic Banking facilities is required.
- Reliable transportation is required.
- Limited out-of-town travel is required for training purposes for those outside of the Louisville Market.
- Flexible work schedule that will include some evenings, weekends, and overtime.
- Stay abreast of new developments, best practices, and statutory and regulatory changes.
- Regular and predictable physical presence at the worksite is an essential function of this position.