Summary: Process customer transactions accurately and efficiently and answer customer questions in accordance with established policies and procedures; promote cross selling activities.
Job Requirements:
- High school diploma or general education degree (GED); and related experience and or/training; or equivalent combination of education & experience.
- Ability to comprehend and 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.
- 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.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
- Must have demonstrated good communication (verbal and written) skills.
Basic Competencies:
- Consistently demonstrates the customer service standards
- Build and sustain customer relationships
- Know the basic features, benefits, and applications of core Retail products
- Identify customer's needs and refer or cross-sell the appropriate products and services
- Learn and apply technical & functional expertise.
- Basic Windows PC knowledge
- Deposit System- limited inquiries, assign float & history/cleared checks, and limited key word maintenance.
- CIS- locate accounts & perform address changes
- Rate and fee disclosures
- Operational services (placing holds, account renewals, address changes etc.)
- Filing skills- signature cards & branch files
- Basic knowledge of account vesting/signing authority/ID requirements, including use of SQN, interbranch customer, & no book transactions
- Dual/single control procedures (including key controls)
- Ensure adherence to all policies, procedures, and regulations
Compensation: salary: N/A
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
PostingID: 995126692
oklahoma
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