Sales and Service Associate III

Job Summary

The Sales and Service Associate III (SSA III) is responsible for providing exceptional customer service through the efficient managing of customer interactions and will provide solutions based on the customer’s needs.  The SSA III handles transaction processing to establishing new customer relationships and enhances existing relationships through in-branch interactions as well as phone conversations.  

Key Responsibilities / Essential Functions


* Attracts and retains customer relationships by delivering customer service both in person and by phone, identifying customer needs and suggesting appropriate products and services to solidify and enhance relationships.


* Serves as primary customer contact for transaction processing, new account opening and account maintenance requests.


* Handles transactions at the teller line and moves to a lobby workstation for customer conversations and new account opening, creating a central location for the customer’s financial needs.


* Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, enters deposits into computer records, and places holds on accounts for uncollected funds.


* Performs other functions as assigned to the Sales and Service Associate and Sales and Service Associate II positions.


* Provides a complete range of customer services including wire transfers, explains bank product and service features and benefits, gathers customer information to set up new consumer and business accounts, and processes updates or to provide maintenance on existing accounts.


* Serves as an IRA specialist for opening new IRAs, processing contributions and distributions.


* Participates in retail sales, service and product training meetings, branch huddles, and other meetings as scheduled, and assists and facilitates branch adherence to operations and audits.


* Directly promotes and offers solutions for all retail bank products and services, including checking, savings, money market, certificates of deposit, debit card, online/mobile banking, and consumer loans, including HELOC loans.


* Promotes and introduces other financial institution products and services to customers and makes appropriate referrals, including mortgage referrals, investment services, and treasury management services.

Job Requirements

Education:


* High school diploma or equivalent required.

Required:


* 5+ years of public contact or sales experience.


* Experience in SSA position or equivalent at another financial institution.


* Above average PC and technology skills, and ability to use applicable software and operation branch automation systems.


* Familiarity with all federal and state banking regulations pertaining to lending and consumer finance, including fair lending laws, the Bank Secrecy Act, and the US Patriot Act.


* Thorough knowledge of the Teller system and all applicable system applicati...