At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Teller/Client Services Representative is responsible for proactively looking for opportunities to deepen and enhance existing relationships and establishing new client relationships; assisting with all service related issues; processing all new account transactions; assisting clients in their selection of various accounts and financial services; cross-selling the Bank’s products and services; opening, maintaining and closing all account types; promoting business for the Bank by providing exceptional quality customer service; and performing branch clerical duties as needed.
The incumbent will:
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Interview clients to obtain information and establish proper identification of new clients while determining needs
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Assist clients in their selection of various accounts, products and financial services available from the Bank
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Ensure cross-selling opportunities are presented by applying professional sales techniques
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Make decisions in regard to the opening of new accounts; assigning account numbers; completing forms requiring client signature(s); checking credit history; accepting initial deposits; preparing all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing
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Print temporary checks for use until ordered checks arrive, ensuring all client information is correct
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Represent the Bank in various community, civic and community reinvestment functions to further enhance the Bank’s image and develop additional business
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Provide exceptional customer service by answering client questions; investigating and correcting errors; and resolving problems or other issues
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Issue official checks
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Perform safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports (in certain locations)
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Receive and process stop payment and hold orders
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Present funds received from client to teller for initial deposits; determine funds availability and obtain receipt for client
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Process credit reports, wire transfers, credit card orders, address changes, check and deposit slip orders and endorsement stamp orders
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Answer telephones and direct calls to proper Bank personnel
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Process debit card applications, card ordering and file maintenance
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Cross-train less experienced branch personnel
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Prepare routine letters, reports and forms
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Assist with Teller duties as needed
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Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
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Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned
MINIMUM QUALIFICATIONS
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High school diploma or equivalent
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Six (6) months of customer service related Teller experience
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Knowledge of basic accounting
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Knowledge of and training on federal and state consumer compliance laws
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Ability to analyze and interpret various financial data
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Good organizational skills
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Good written and verbal communication
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Experience using Microsoft Outlook, Word and Excel
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Good data entry/keyboarding and math skills
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Excellent customer service skills
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
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Sustained standing and sitting
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Frequently typing using a keyboard and/or calculator
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Occasional lifting of basic office files or equipment up to 20 lbs
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Normal office environment with comfortable internal temperatures and low level noise
EOE/AA
