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 JOB DESCRIPTION: NEW ACCOUNT REPRESENTATIVE
Summary/Objective: First contact for new customers to the bank and the contact for existing customers, making changes and opening additional accounts. Informs potential customers and existing customers of the bank's products and services. Directs customers and potential customers to the correct departments for assistance.
Essential Functions
- Opening Checking, Savings, Safe Deposit Boxes, CD’s, and IRA Accounts
- Learns all New Account documentation, disclosures, and software programs
- Learns HomeTown Bank's Policy, Procedure, Products & Services
- Learns federal regulations and state laws
- Scans documentsÂ
- Order Checks
- Maintains existing accounts
- Operate phone system
- Knowledge of General Ledger- processing ticket entries
- Customer Service Duties (including but not limited to) stop payments, wire transfers, closing accounts, debit card disputes
- Responsible for following the Code of Ethics policy
- Responsible for reporting any Code of Ethics/ Internal fraud violations
- Assist the Branch Manager and Lobby Services Managers
- All other duties as assigned
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Competencies
- Customer/Client Focus.
- Decision Making.
- Technical Capacity.
- Stress Management/Composure.
- Thoroughness.
- Communication Proficiency
Supervisory Responsibility: This position has no supervisory responsibilities.
Classification: Non-Exempt
Work Environment: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines, calculators, typewriters, and scanners.Â
Physical Demands: This position requires manual dexterity, the ability to lift files, and open filing cabinets. This position requires bending, stooping or standing, and sitting as necessary. This position requires lifting boxes of paper.Â
Position Type/Expected Hours of Work: This is a full-time position. Typical days and hours of work are Monday through Friday, 8:30 a.m. to 6:00 p.m. Must be able to work a Saturday rotation, 8:30 a.m. to 12:00 noon.
Travel: No travel is normally expected for this position. However, temporary placement at other locations may occur due to vacation, illness, or staff shortage.
Required Education and Experience  Â
- High school diploma or equivalent.
- Customer service experience.
Preferred Education and Experience  Â
- Banking Experience and working in Professional Environment of 2 years.
- Previous New Account experience.
Additional Eligibility Qualifications
Multi-lingual capabilities, including Spanish, are a plus.
Proficient in the Microsoft suite.
EOE/AA Disability/ VeteranÂ
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