Greet all incoming customers, direct lobby traffic, and answer phone calls.
Resolve account issues at the request of both internal and external customers.
Observe and enforce all Bank policies and procedures.
Update deposit rates and lobby PC display.
Accept wires, transfers, stop payments, change of addresses; order checks, ATM and debit cards, balance checkbooks, etc.
Send “Thank you” notes for new accounts and as requested by management.
Maintain an extensive knowledge of deposits services offered by studying product information, bulletins, regulations and updates.
Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations.
Open accounts, be CSR back-up by promoting multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services can best satisfy those needs.
Spot sales opportunities and cross-sell other Bank services as they arise.
Refer potential clients to the Investment Center.

Receptionist – Customer Service Representative

Key skills