Jobs for People with MS: National MS Society

JOB PURPOSE Serves as a customer ambassador for the bank with the overall purpose of providingquality and efficiency to customers who prefer face-to-face interaction with the bank. Has a thorough understanding of the customers transaction requirements and is able toeffectively communicate all available options to them on a basic level. Educates customers about the banks sales and service delivery options and refers the appropriateproducts and services that match the customers needs. Processes basic customary transactions, such as receiving and paying out money and transactions involvingnegotiable instruments, and utilizes technological resources to assist the customer in an efficient, friendly and accurate manner. Provides personalized banking services to thebanks customers.

DUTIES AND RESPONSIBILITIES 1. With a clear and basic understanding of the banks products and services and thecustomer or prospective customers current relationship with the bank, offers the customer information on basic bank products and services that can benefit thecustomer and enhance their banking relationship. The relationship banker uncovers the customers needs and then matches those needs to the appropriatebank product or service. For more advanced level products and services, makes a referral and introduces the customer to the appropriate internal resource forcontinued service. 2. Provides professional and proactive customer service by assisting customers withnew and existing account inquiries, and/or researching and resolving account problems. Establishes basic types of new accounts for customers and followsdesignated new accounts procedures. 3. Processes basic and customary transactions such as receiving and paying outmoney, transactions involving negotiable instruments, and other transactions by utilizing technological resources. 4. Maintains technical knowledge of bank processes, systems and policy andprocedures for consumer products and services. Complies with all applicable laws and regulations. 5. Processes customer requests including but not limited to temporary checks, debitcards, check orders, stop payments, wire transfers, change of address and loan payments. 6. Provides support to the branch and lending staff with clerical and administrativeduties as assigned. 7. Receives and greets bank visitors, providing them with information and directingthem to appropriate staff as necessary.

CONTACTS Daily contact with customers, supervisor and co-workers. Frequent contact with otherbank departments in researching and resolving customer issues.

SPECIFIC REQUIREMENTS 1. High school diploma or equivalent experience. 2. Comprehensive knowledge of banking rules and regulations. 3. Excellent oral and written communication skills. 4. Experience in providing quality customer service. 5. Conflict resolution skills. 6. Professional appearance and demeanor. 7. Ability to use basic office equipment. 8. Ability to use personal computers and other bank provided technologicalresources. 9. Detail oriented and demonstrated proficiency and accuracy in processingcustomer requests and transactions. 10. Ability to multitask, prioritize, and effectively complete assignments withcontinued distractions.

PREFERRED REQUIREMENTS 1. Familiar with the banks core accounting system. 2. One year experience in a financial institution in a customer contact position. 3. Ability to work independently and as a team with excellent time managementskills. 4. Knowledge of various banking departments.

PHYSICAL REQUIREMENTS Office setting with moderately varied walking, standing, and desk-oriented activity, withfatigue being relieved by opportunities to change positions and move around in a comfortable indoor office environment.

NOTICE 1. This job description in no way states or implies that these are the only tasks to beperformed by the incumbent occupyi g this position. The incumbent will be required to follow any other instructions and to perform any other job-related duties. 2. Requirements are representative of minimum levels of knowledge, skills, and/orabilities. To perform in this position successfully, the incumbent will possess the abilities and aptitudes to perform each task proficiently. 3. Ability means to possess and apply both knowledge and skill. 4. This position description has excluded the marginal or peripheral functions that areincidental to the performance of primary functions. All requirements are essential to the function of the position. 5. This job description describes the minimum selection requirements to qualify for theposition. However, promotion and other employment decisions are also based on Bank needs, being in good standing, fully competent performance, and other nondiscriminatory issues. 6. All requirements are subject to possible modification to reasonably accommodateindividuals with disabilities. 7. Some requirements may exclude individuals who pose a direct threat or significantrisk to the health and safety of themselves or other employees. 8. This position description does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.