This career opportunity is located at our Blue Bell Branch
General Responsibilities: Responsible for performing a variety of duties to support the consumer sales and service function of a community office; coordinating work within the unit or department, as well as with other departments and units; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Essential Duties:Greets each customer in a friendly and courteous manner; treating each customer as an individual; being alert, well-informed, and as accurately assisting with inquiries and sales; Discusses benefits and features of Bank products and relates them to the customer needs providing solutions; Completes the documentation and performs point-of-sale processing on all types of new accounts, e.g., loans, deposits, etc.; Provides support to Customer Service personnel engaged in establishing quantitative customer service and sales objectives on an annual basis as warranted; this activity to be integrated with the offices annual marketing/sales plan; Provides assistance, as requested, to office customer service personnel involved in soliciting new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities; Provides customer service information on a timely basis in order that this information may be included as part of monthly and year-to-date performance reports; Plays a leadership role in achieving branch sales goals; works with branch staff to develop a sales plan breaking goals down to weekly numbers that staff can manage; meets individual sales goals; Provides direct service to customers of the Bank with respect to deposit products and services; supplies pertinent information on other products and services, e.g., loans, trust, etc., as needed; Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems; Maintains an awareness of new business opportunities with customers; actively refers customers to appropriate customer service personnel as warranted when these opportunities are available; May require Nationwide Mortgage Licensing System & Registry (NMLS) registration to assist with the consumer and residential lending process; May serve as a Teller, or Teller Supervisor when required.
Required Education, Training, Experience: A high school diploma or equivalent with a demonstrated ability in customer service. College degree preferred, become a Notary; Proficient reading, writing, grammar, and mathematics skills; moderate typing skills; moderate PC skills; proficient interpersonal relations and communicative skills; demonstrated sales ability, ability to get customers to take actions with their money; a comprehensive knowledge of all bank forms and documents used in opening new accounts; a working knowledge of bank consumer products and services, along with the operating policies and procedures that impact these products; visual and auditory skills; technical skills sufficient to provide training and guidance to Customer Sales/Service Representative(s); A minimum of two (2) years experience in related positions preferred. In addition the preferred experience requirements, promotion from a Customer Sales/Service Representative to a Senior Customer Sales/Service Representative is contingent upon the incumbents ability to effectively perform multiple tasks, duties, and job throughout the division, department, or unit.
- EQUAL OPPORTUNITY EMPLOYER - MFDV