Responsibilities

• Maintain the knowledge and job skills required to open, close, service and support all accounts, products and services offered by PointBank.
• Follow established policies and procedures, using computerized platform and programs when necessary, to ensure work is completed correctly and in compliance with regulations.
• Respond to customer questions or problems in a quick, courteous and friendly manner, taking advantage of any sales or referral opportunities.
• Responsible for sales, cross-sales and referrals of bank products and services, or any other sales or marketing campaigns or initiatives, to new and existing customers to meet individual and branch goals, and overall bank goals and objectives.
• Solicitation of new business, including outside sales calls, according to schedule set by manager.
• Responsible for entering, updating and maintaining information and status of customers and leads in CRM system.
• Know procedures for opening/closing branch.
• Know procedures for robbery/emergency response
• Educate customers regarding identity fraud, phishing scams, etc., and that the bank will never ask for confidential information via text, email, etc.
• Help answer and operate the telephone system; give information and take messages when needed; follow-up with customers on any outstanding or pending issues.