![]() Engage in Lobby management “High Quality Services Standard” to maintain the service efficiency and effectiveness.Greet and interact with customers to build relationship and actively offer help to customers.Engages customers in conversations regarding their current and future financial needs.Cross-sell products to provide multi-services for customers and make referrals to partners.Responsible for meeting or exceeding specific individual sales goals.Maintains strong product and sales knowledge and champions core service values.Sells customers on value and benefits of suggested alternatives and closes sales.Assesses customer information and suggests appropriate product and service solutions.Generally resolves problems independently, escalating more difficult issues to supervisors.Performs a broad range of tasks of varying complexity and scope.Educates customers about bank products and services.Ensures customer problems are handled appropriately, escalating issues when necessary, know when to consult Managers and when to “Bump-it-Up”.Provides exceptional customer service by meeting all customer demands as they relate to relatively straightforward inquiries, with the support of more experienced personnel.Experience and ensures that the customer’s financial needs are met.Provides sound advice at every customer interaction to create a positive customer.Interact with others (co-workers, management, clients, and vendors) in a professional and tactful manner including treating them with respect and consideration regardless of their status or position.Adherence to bank’s operational compliance, audit and security policies and applicable state and federal laws.Protect all client and bank information, and follow Customer Privacy and Information Policy & Procedure for communication with clients, vendors and associates.Daily balancing the cash drawer within the established teller difference policy.Place holds on deposits for uncollected funds and completes all basic transactions for lobby and drive-up clients and demonstrates basic proficiency with our systems.Responsible for delivering the Client Experience by providing excellent client service with each interaction while performing routine banking center and client service duties.Receive, verify and pay negotiable items and cash for deposit, credit payments and collections.Achieve specific sales and service goals while balancing operational duties to ensure transactions are handled accurately and efficiently. ![]() Introduce clients to and refer new products and services, and generate leads for other members of the sales team to close.Receive commercial and consumer deposits, verify correct cash amount and endorsements and issue receipts without supervisor verification up limits as assigned by your position level.Primary Accountabilities/Responsibilities: They need to be able to cross-sell products to customers by addressing unique needs of every customer. Execute sales and service plays and processes. Stay informed of key priorities and business updates. Understand and live the values that support our culture. Proactively identify and manage risk in every business, product, and service transaction leveraging the Risk Framework. Act as Abacus’s face to the customer and consistently seek to create an excellent customer experience by demonstrating Ensure regulatory requirements, such as Anti-Money Laundering and Bank Secrecy Act are adhered to. Identify customer needs and refer financial products and services to consumer and small business customers. OVERVIEW: The Universal Bankers has duel responsibilities including processing transactions accurately and efficiently in accordance with established policies and procedures.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |