TEAM MEMBER SKILLS & ABILITIES

• Desire and passion to keep growing personally and professionally.
• Attention to detail and uses time effectively and efficiently.
• Seizes opportunities to make recommendations for improvements in products and services.
• Acts with customers in mind. Develops and nurtures positive relationships with internal and external customers; building mutual trust and respect.
• Enjoys working hard; is action oriented with a positive and innovative attitude.
• Possesses the willingness and ability to embrace change.
• Picks up on technical things quickly and can learn new skills and knowledge.
• Cool under pressure; can handle high levels of stress and possesses the ability to not show frustration.
• Quickly determines what will help or hinder accomplishing a goal. Possesses the ability to redirect customers to other service areas to eliminate roadblocks and increase service level and customer service experience for all customers.

TEAM MEMBER RESPONSIBILITIES

• Open accounts, process consumer loans & refer customers to other appropriate staff when needed.
• Capture customer life events, pains, dreams and goals while continually updating customer profiles as new information in learned.
• Follow-up with new and existing customers and proactively manage customer relationships.
• Be prepared before calling or meeting with a customer utilizing tools provided.
• Conduct a minimum number of outreach calls assigned by manager.
• Strong communication skills including speaking to small or large groups whether inside or outside the organization.
• Authorized to waive bank charges when merited.
• Duties may vary due to location and this list may not be all-inclusive.
• Standard working knowledge of computer equipment including PC with multiple screens, multiple non-integrated banking systems, fax, internet, phone, scanning, copying and Microsoft® applications including word, excel, power point, outlook and accessories.
• Knowledgeable of bank products, services, business practices, trends, and information affecting industries. Be mindful of competition and aware of current strategies and tactics in the marketplace.
• Provides the best service to our customers with innovative and creative solutions.

PREFERRED EDUCATION AND EXPERIENCE

• High School Diploma
• Experience in customer service, preferably for a financial institution
• Extended hours sitting and performing computer tasks may be required

Bilingual candidates encouraged to apply.

EQUAL OPPORTUNITY EMPLOYER / VET / DISABILITY

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