Responsibilities

• Assist clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions.
• Process transactions, adhering to strict security measures and to strong balancing procedures.
• Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as opening accounts, wire transfer input, change of address, and client's research.
• Take an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities.
• May provide guidance and training to Universal Banker or other Universal Banker Seniors assigned to other Bank locations.
• Help ensure scheduling of Universal Bankers meet client needs (breaks, lunch schedule).
• Take a leading role when one or more Universal Bankers are in the banking center, acting as a mentor.
• Engage in conversation with clients by actively listening and asking questions; introduce clients to other CNB team members as appropriate.
• Proactively and pleasantly greet clients to establish a connection and develop rapport, providing outstanding, personalized client experience.
• Client Services duties include ensuring clients are attended to in the lobby; assist clients in the lobby and refer clients to appropriate bank personnel.
• Execute a variety of transactions with high accuracy and efficiency while maximizing sales potential of every interaction.

Requirements

• 5-7 years of prior banking experience which includes cash handling, sales, and client service.
• Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary.
• Professional demeanor/appearance.
• Must have proven abilities in needs-based sales and high-level client servicing skills.
• Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately.
• Be security conscious, accurate and attentive to detail.
• Should have an understanding of compliance with Federal & State laws governing teller areas.
• A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required.
• May need to work extended hours that may include weekends.
• Education: High School Diploma or GED equivalent.

Preferred

• Strong sales background is a plus.