JOB SUMMARY:
Responsible for delivering excellent customer experiences to current and potential customers. Is committed to personal growth and development while providing professional and personalized service to customers and supporting our diverse communities. Displays effective communication skills and exhibits knowledge of products and services offered. Engages in relationship building activities to enhance customer relationships, resulting in expanding relationships with additional products and services.
JOB DUTIES:
Accurately processes customer transactions and safeguards against fraud. Maintains 90% transaction and balancing record.
Has extensive knowledge of Dart Bank products and services.
Assists customers with deposit account openings and maintenance requests.
Identifies appropriate products through needs-based questioning to build and deepen customer relationships.
Ensures compliance with all Bank policies and procedures and federal regulatory guidelines, following all compliance related policies, including audit and security procedures. Ensures all work is completed accurately and follows up with any outstanding customer or operational issues.
Provides superior customer service and proactively resolves all customer issues. Will work with a sense of urgency to meet and exceed customers’ needs and expectations, while taking ownership and accountability of customer issues and complaints.
Responsible for completing all educational requirements as assigned by the supervisor and training specialist.
Performs a wide variety of customer service transactions in person, over the phone, and in the Contact Center as needed, and other duties as assigned by management.
Acts as back up for incoming phone calls for the Contact Center, proactively answering overflow phone calls.
Travels to work in all of our full-service offices as assigned.
Attends Personal Banker meetings monthly.
Demonstrates behaviors consistent with and holds others accountable for behaviors consistent with our Dart Bank Commitment.
Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act.
All other duties as assigned.
JOB SPECIFICATIONS:
Education: High school diploma or equivalent, some additional education in banking and/or financial planning would be helpful.
Skills: Excellent communication skills; strong problem-solving skills; good computer skills.
Experience: Experience in sales is desirable, banking experience preferred. Completes all training including Compliance and Educational requirements of position.
ESSENTIAL FUNCTIONS:
Some mobility.
Use of hands.
Vision.
Verbal communication.
ACCURACY AND ACCOUNTABILITY.
Measured by ability to effectively sell bank services and perform job duties accurately and in a timely manner.
SUPERVISED BY:
Office Manager
SUPERVISES:
None
