Banterra Bank

Concierge Banker I

Job Overview

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Employment Type

Hourly
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Compensation

Type:
Hourly
Rate:
Range $16.01 - $18.41
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Work Schedule

Weekend Shifts
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Professional development opportunities
Equal opportunity employer

Job Description

Banterra Bank is a well-established financial institution committed to providing comprehensive banking services to communities across its region. With a reputation built on trust, integrity, and customer-focused solutions, Banterra Bank offers a wide array of services including personal and business banking, loans, investment options, and financial planning. The bank prides itself on fostering long-lasting relationships with its clients, emphasizing personalized service and a proactive approach to meeting customer needs. Banterra is recognized for its dedication to creating a welcoming environment where customers feel valued and supported in achieving their financial goals.

The role of the Customer Service Representative at ... Show More

Job Requirements

  • High school diploma or equivalent
  • Minimum of one year of relevant experience
  • Ability to promote, sell and cross-sell bank products and meet referral goals
  • Must have professional and personable presentation
  • Strong organizational skills and attention to detail
  • Strong customer service orientation
  • Ability to problem solve and prioritize tasks
  • Ability to think critically and use good judgment in decision making
  • Ability to write routine correspondence and communicate effectively
  • Must understand and comply with company policies and procedures
  • Ability to maintain a friendly and courteous attitude
  • Ability to accurately complete mathematical calculations
  • Ability to use a calculator and computer software
  • Ability to use Microsoft Internet Explorer and Microsoft Office programs, specifically Word, Outlook and Excel
  • Ability to lift and carry 25 pounds

Job Qualifications

  • High school diploma or equivalent
  • Minimum of one year of relevant experience
  • Bachelor's degree in related field preferred
  • Strong knowledge of bank products and services
  • Strong sales and relationship building skills
  • Ability to promote, sell and cross-sell bank products and meet referral goals
  • Must have professional and personable presentation with ability to maintain a high level of energy
  • Strong organizational skills and attention to detail
  • Strong customer service orientation
  • Ability to problem solve, prioritize tasks and meet required deadlines
  • Ability to think critically and use good, sound judgment in decision making
  • Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management
  • Ability to define problems, collect data, establish facts and draw valid conclusions
  • Must understand and comply with company policies and procedures
  • Ability to maintain a friendly, helpful and courteous attitude when working with customers or co-workers under diverse conditions
  • Ability to accurately and quickly complete standard mathematical calculations
  • Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations
  • Ability to use a calculator, computer and applicable software
  • Ability to use Microsoft Internet Explorer and Microsoft Office programs, specifically Word, Outlook and Excel

Job Duties

  • Develop and maintain customer relationships by calling on customers, identifying prospects, establishing suitable methods of contact and determining appropriate products and/or services
  • Recognize and pursue opportunities to cross-sell banking products and services to new and existing customers by assessing the customer's needs and being knowledgeable of the features and benefits of the products
  • Facilitate a sales culture within the branch facility
  • Meets or exceeds established sales goals
  • Represent the bank in a positive, courteous and professional manner
  • Provides excellent personal customer service to all internal and external customers
  • Assist customers with questions, concerns, and explanations of bank products or services offered
  • Refers customers to other departments as appropriate
  • Provide direct customer service by answering a variety of questions in regard to accounts
  • Ensure proper functioning of day to day operations, including opening and closing procedures, vault activities, cash levels and inventory supply as needed
  • Perform routine teller transactional services following procedures
  • Take ownership of customer service issues through critical thinking and problem resolution skills
  • Maintain a working knowledge of various departments and colleagues to direct customer requests and inquiries
  • Follow policies and procedures, complete administrative tasks correctly and on time, contribute to the overall profitability of the Bank through cost controls and expense monitoring
  • Maintain adequate working funds as required by bank policy
  • Verify and balance assigned cash drawer as appropriate with a minimal level of variance
  • Maintain customer confidence and protects bank operations by keeping information confidential
  • Assume responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

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