Branch Services Representative

Job Description:Branch Services Representative

Northwest tellers play a crucial role in our retail network as they frequently engage with our clients, delivering top-notch customer service through greeting customers, handling transactions promptly, addressing issues, offering educational support, and identifying financial requirements for directing to the suitable department. The floating teller role additionally aids the bank's operational requirements by moving to different sites and maintaining a flexible and diverse work timetable.

Qualifications:

In order to excel in this role, one must effectively execute each fundamental responsibility. The qualifications outlined below reflect the necessary knowledge, expertise, and capabilities needed. Reasonable adjustments can be implemented to support individuals with disabilities in carrying out these key duties.

Education:

• Preferred: Completion of high school education or equivalent is desirable

Work Experience:

• Prior experience in customer service is desired
• Prior experience with managing cash is desired
• Prioritize candidates with a preference for banking and/or retail background

Essential Functions:

• Be ready to work with a flexible timetable that may change regularly, even day-to-day, to accommodate the Bank's requirements
• Travel to Bank branches in a designated area, possibly during a work shift with short notice
• Access to dependable transportation is necessary for efficiently working in various places
• Consistent attendance is essential
• Attain financial well-being by accomplishing objectives related to recognizing possible referral avenues
• Support clients and guests by addressing inquiries, resolving issues, and fulfilling various requirements. Take the initiative to interact with clients to comprehend their needs and educate them on the advantages of products or services. Direct clients to the relevant staff member for intricate inquiries or offerings.
• Interact proactively with customers and offer greetings while demonstrating accountability in addressing and solving any customer problems or queries
• Perform daily reconciliation of the teller drawer and engage in the joint verification process for balancing the vault, ATM, and other equipment, when required
• Granted permission to access an increased drawer limit and authorized to sign checks and supervise transactions within the teller system, when necessary
• Uphold our commitment to providing top-notch customer service by ensuring a consistent and outstanding experience for customers across all communication channels, whether face-to-face, over the phone, or via email.
• Outstanding fulfillment of our 5 Culture Commitments
• Participate in required educational training and engage in self-learning through specialized banking software and tools
• Being familiar with various office systems and software, conducting upkeep tasks, and demonstrating a comprehensive understanding of banking products, services, and digital platforms is essential. It is important to have a broad understanding of office systems and software, as well as the ability to carry out maintenance tasks and possess a deep knowledge of bank products, services, and digital features. Having a general understanding of office systems and software, performing maintenance tasks, and having a thorough knowledge of bank products, services, and digital offerings is crucial. A solid grasp of office systems and software, upkeep responsibilities, and a thorough understanding of bank products, services, and digital options are necessary. Understanding various office systems and software, performing maintenance duties, and having an extensive knowledge of bank products, services, and digital platforms are essential skills. Having a basic understanding of office systems and software, carrying out maintenance tasks, and having an in-depth understanding of bank products, services, and digital offerings is crucial. It is important to be familiar with office systems and software, be able to perform maintenance tasks, and possess a comprehensive knowledge of bank products, services, and digital features. A comprehensive understanding of office systems and software, being capable of conducting maintenance tasks, and a detailed knowledge of bank products, services, and digital offerings is essential. Understanding office systems and software, performing maintenance duties, and possessing an in-depth knowledge of bank products, services, and digital options play a significant role in this position. It is crucial to have a working knowledge of office systems and software, perform maintenance tasks, and have a thorough understanding of bank products, services, and digital features
• Understanding and compliance with all security and dual control procedures is crucial
• Required to engage in branch opening and closing responsibilities when necessary
• Mitigate potential hazards to the bank by adhering to compliance, risk, and operational protocols
• Collaborate with colleagues to efficiently handle daily responsibilities, exhibiting courtesy and professionalism, ensuring timeliness, and assisting management with any additional requirements when necessary
• Be prepared to fulfill evening and weekend shifts as required by the assigned schedule or when deemed necessary

Competencies, capabilities, and aptitudes:

• Having the capacity to cultivate productive relationships within a team and engage in problem-solving and decision-making processes
• Demonstrating the capacity to articulate thoughts and convey information effectively and succinctly in a way that suits the listeners or readers, be it verbally or in writing
• Displaying the skill to attentively listen to others for the purpose of comprehension, sharing knowledge with others, and encouraging an open flow of ideas and information
• Having the skill to create plans to achieve personal objectives, implementing methods to monitor progress, and efficiently utilizing time and information resources
• The capacity to make accurate choices by utilizing perceptive and analytical methods, demonstrating sound decision-making in ambiguous situations
• Understanding computers and the Teller System is crucial

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