What are the responsibilities and job description for the Float FSR position at The State Bank?
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Provide customer service including transaction processing, account opening, balancing checkbooks, and resolving customer problems and concerns, statements, etc. Provide ongoing relationship service with current customers to maintain goodwill and gain additional business. Complete follow-up with new customers through written and phone correspondence. Complete outbound calls as assigned in keeping with the bank’s marketing campaign focus and service expansion opportunities. Functions as a customer service call staff member as needed. Assists in answering all customer service calls while performing assigned branch tasks, servicing in-person customer needs and completing online service group assignments.
May be trained as call center staff where primary duty is assisting customers by answering all calls received through customer service channels. These assigned call center duties may be performed within a standard branch setting or an assigned call center location.
Cross-sell the full range of personal and business banking services to present and potential customers. Refers customers to other areas of the bank and recommends ways in which the bank can meet their needs. Is supportive and participates in the Customer Benefits Program. Participates in the sales team culture within the community office, including achieving individual sales goals and contributing to branch goals.
Act as a sales agent to refer business to Investment Trust, Commercial Lending, Consumer Lending, Mortgage Lending, VISA Merchant, Business Manager and Wealth Management.
Functions as a CSR as needed. Follows Teller Cash Control as directed by Balancing Cash Procedures and meet accuracy requirements for File Maintenance.
Assists in balancing branch machines where applicable; coin machine, ATM, ITM and/or cash dispensers.
Cross-training: May be trained as ITM teller to assist with financial transactions via Connect technology. May receive training to perform as vault teller on rotation. May be given supervisory transaction override authority. May be responsible for branch supply ordering.
Participate in regular training for industry specific regulations, guidelines, and procedures.
Is supportive of the Bank’s mission and core values and demonstrates this commitment in daily work. Our mission is to remain an independent community bank by offering the most flexible and comprehensive financial solutions delivered by our team of top performing professionals who come to work every day with the goal of helping families, businesses, and our communities find their better state.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE
High school diploma or general degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in written or oral form. Ability to deal with problems involving several concrete variables in standardized situations.
CERTIFICATES, LICENSES, REGISTRATIONS
Notary Public
Medallion Guarantee
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this include close vision, distance vision, and ability to adjust focus
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate. But may be loud at times. The work environment requires close and constant interaction with customer and co-workers.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)