Sales and Service Associate II

Job Summary

The Sales and Service Associate II (SSA II) is responsible for providing exceptional customer service through the efficient management of customer interactions, and provides solutions based on the customer’s needs.

This position 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


* Attract and retain 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.


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


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


* Receive checks and cash for deposits to accounts, verify amounts, examine checks for proper endorsement, enter deposits into computer records, and place holds on accounts for uncollected funds.


* Cash checks and process withdrawals, pay out money after verification of signatures and customer balances.


* Provide a complete range of customer services including wire transfers, explain bank product and service features and benefits, gather customer information to set up new accounts (basic and complex consumer accounts), and process updates or to provide maintenance on existing accounts.


* Perform as the vault custodian maintaining control and balance of the vault.


* Participate in retail sales, service and product training meetings, branch huddles, and other meetings as scheduled. 


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


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


* Maintain confidentiality and security of sensitive information.


* Adhere to all corporate policies and procedures, Federal and State regulations and laws.


* Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.


* Complete all mandatory annual compliance training.


* Perform other duties and special projects as assigned.

 

Job Requirements

Education:
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