About The Role
Are you a customer service and sales extraordinaire? Come join our team and
help us continue our legacy of service excellence! We currently have an
opening for a New Account Representative at our Oak Creek, CO Branch. Our
New Account Representatives are responsible for greeting customers visiting
the branch and using the essential skills of effective communication and
listening to meet the financial needs of customers and develop customer
relationships. New Account Representative's perform routine teller and bank
transactions, educate customers as to products/services available, open
new and maintain existing deposit accounts and other customer services
duties, promoting Bank of the San Juans by maintaining good customer
relations and referring customers to appropriate staff for new services. Our
Customer Service Team is the face of our company, and our strongest
champions of our Core Values: Honesty and Integrity, Service to the
Customer, Teamwork, Respect for the Individual, and Giving to the
Communities
The starting salary for this position is $20.00 per hour.
All compensation offers are analyzed individually and take into consideration
multiple factors including but not limited to geographic location, years of
experience, and educational background.
If you want to ACHIEVE YOUR DREAMS and help others in ACHIEVING THEIR DREAMS
come and join our team. le.
Bank Happy. Work Happy. Right Here.
DUTIES AND RESPONSIBILITIES: Teller Responsibilities
Perform transactions for bank customers, including but not limited to:
receive deposits, accept checks for cashing, accept loan payments,
accept wire transfer requests, fill business change orders, issue
cashier's checks, redeem savings bonds, sell travel cards, process
credit card advance requests, process telephone transfers, process and
record night deposit transactions, process check orders, issue debit cards.
Possess a basic knowledge of bank products such as checking, savings, and
money market accounts, CDs, and e-banking services. Promote High
Performance Checking Tell-A-Friend Program as well as helping with branch
displays and big day promotions.
Effectively sell and cross sell the services and accounts offered by the bank
to best fit customers needs.
Assist customers in reconciling accounts, closing accounts, and change of
addresses as well as providing statement printouts and check copy requests.
Answer incoming calls, direct calls, and take messages.
Maintain daily balancing record by correctly balancing cash, locating
overages or shortages, selling excess cash to vault and maintaining
established cash levels in drawer. Sort, count, and wrap money to be
transferred to the vault.
New Account Responsibilities
Assist with wide variety of customer services including opening and
maintaining deposit and savings accounts, safe deposit boxes, and
e-banking products. Prepare associated documentation and scan for record
retention purposes.
Assist customers with opening CDs/IRAs and educate customers as to
penalties, earnings, etc.
Use every customer contact as an opportunity to advise customer about
additional services or programs that might benefit them.
Maintain proficient knowledge of Bank of the San Juans deposit and consumer
loan products and services to effectively present the appropriate solutions to
the customer.
Compliance and Security
Take responsibility for remaining compliant with all applicable banking laws
and regulations as well as following company policies and procedures,
management directives, security and operational procedures.
Accountable for maintaining accuracy and attention to detail in all aspects of
the job.
Responsible for keeping all information related to customers, co-workers and
the bank private and confidential. Assure that any private information is
accessed only as it pertains to the performance of your position, being
aware of others who can hear your conversat ons or view private information.
Proactively protect Bank of the San Juans and its customers from counterfeit
and fraudulent activity by staying current on fraud warnings and initiating
discussion with customers regarding specific transactions to prevent potential
loss to customers and Bank of the San Juans.
Complete all required annual compliance training and continuing education to
stay current with bank policy, regulations and licensing requirements.
Responsible to stay aware of and adhere to the banks security policy. Notify
management of any situation that may cause a security risk.
Additional Responsibilities
Must comply with applicable laws and regulations, including but not limited
to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign
Assets Control.
Adhere to Bank of the San Juans Company Core Values.
Keeps management appropriately informed of area activities and of any
significant problems.
Participate in Community Service and Bank sponsored activities that serve and
support the mission and values of the Bank of the San Juans.
Provide superior internal and external customer service: must demonstrate
self-governance, courtesy and respect toward external customers as well as
internal customers (all organization personnel).
Complete required bank and BVS training courses within assigned time frame(s).
Represent Bank of the San Juans in a professional manner which includes a
professional image, confidentiality, a positive "can-do" attitude,
good attendance, punctuality, flexibility and adaptability in meeting bank
and customer needs. Keep work area tidy and maintain customer privacy.
Attends and participates in meetings as required.
Additional duties as requested or assigned.
Employee must be capable of interacting calmly and professionally with a