Poppy Bank
New Accounts/Client Service Representative III (Project Management)
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Evaluates needs of potential clients and offers appropriate financial products and services. Promotes and cross-sells Bank products and services. Remains up to date and knowledgeableGenerates new business to assist in meeting Bank profitability goals.Prepares and compiles new client applications and information to open new accounts.Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling and required documentation.Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business.Responds to client inquiries and requests regarding account.Responsible for compliance with all Banking regulations including but not limited to Bank Secrecy Act.Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.Cashes checks and pays out money after verification of signatures and client balances.Enters clients' transactions into computer to record transactions, and issues computer generated receipts.Places holds on accounts for uncollected funds.Orders daily supply of cash, and counts incoming cash.Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.Explains, promotes, or sells products or services such as travelers checks, savings bonds, money orders, and cashier's checks.Removes deposits from, counts and balances cash in night depository.Issues official checks, travelers checks and savings bond applications.Performs safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports.May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)Maintains files, copies and fax documents, and orders and distributes supplies.Provide expedient and courteous service to all clients both in person and on the phone.
Supervisory Responsibilities: This job has no supervisory responsibilities.
QUALIFICATIONS
Minimum of 3 years banking teller experience is required.
1 year experience in banking with opening new accounts is required. Must be proficient using Word, Excel and Outlook applications and banking programs.Ability to work scheduled hours and maintain regular attendance.
PHYSICAL/MENTAL DEMANDS AND ENVIRONMENT
While performing the duties of this Job, the employee is regularly required to communicate, talk or hear. The employee is frequently required to move; stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. 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 to loud.
Poppy Bank is an EqualOpportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on thebasis of disability.