Banking Services Representative

Great Southern Bancorp, Inc.

Posted Under: Ankeny, Iowa jobs in Sales; Sales jobs
Posted On: 2019-01-11 00:00:00

GENERAL DESCRIPTION OF POSITION Under general supervision, but following existing policies and procedures as well as all applicable banking laws and regulations, including BSA and AML, is responsible for answering and responding to routine customer inquiries, questions, and complaints in person, by telephone and/or mail. Provides exemplary customer service and meets applicable Associate Performance Standards. Handles a variety of clerical tasks that can be performed at the assigned workstation, including basic Personal Banker and Teller tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Accountable for representing the bank in a courteous and professional manner; knowledgeable of 5 Winning Ways of Customer Service and implements on a daily basis. Directs and greets customers accordingly, both in person and via telephone. Meets or exceeds Secret Shop score expectations. This duty is performed daily, about 25% of the time. 2. Has an excellent working knowledge of and consistently refers customers to appropriate Great Southern services and products. Meets or exceeds referral expectations. Consistently and accurately uses CRM program. This duty is performed daily, about 20% of the time. 3. Performs basic Personal Banker functions including the opening of accounts, cashing Certificates of Deposit, and various other routine transactions. Assists customers with safe deposit box entry ensuring proper identification in accordance with established guidelines. This duty is performed daily, about 15% of the time. 4. Performs Teller functions as necessary. Processes all transactions efficiently and accurately. Meets or exceeds POD error expectations. This duty is performed weekly, about 15% of the time. 5. Maintains a strong working knowledge of the Jack Henry system, routinely using the system to answer customer inquiries. As needed, will research customer issues concerning fee errors, disputed transactions, check orders, and misapplied payments. Refers more difficult or complex problems to management. This duty is performed daily, about 15% of the time. 6. Ensures full compliance with and implementation of all bank policies and procedures. Is familiar with and has working knowledge of the appropriate banking regulations. Maintains confidentiality of customer account information, security alarm codes and general codes used within the facility. Ensures effective implementation of bank security policies and procedures, and attends annual BSA and Security training. This duty is performed weekly, about 10% of the time. 7. Perform any other related duties as required or assigned. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training. Or equivalent combination of education and experience. PHYSICAL ACTIVITIES Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks. While performing the functions of this job, the employee is regularly required to talk or hear; frequently required to sit; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; and color vision. ADDITIONAL INFORMATION 6 months customer service and cash handling experience are required. Completion of the suggested training program as stated in the current training curriculum within six months of placement in this position is required. Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, gender, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation or any other basis prohibited by law. Monday- Friday 8:00am- 6:10pm; Rotating 8:40am- 12:10pm Total of 40 hours per week Job Grade: 3