Provides quality, accurate and timely customer service. Promotes bank products through positive proactive sales (walk-in clients and outside calls), informs and educates customers about products, services and benefits. Performs related duties as required to achieve banking branch goals (meet/exceed sales goals/referral goals, etc). Provides support to the Branch Manager to ensure service quality, staff knowledge and performs daily processing of financial transactions (if needed) in a retail environment.
Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
-This position is responsible for opening checking accounts, savings accounts, and provides all other deposit product services at the customer’s request. Looks for products/services to benefit customers & actively informs/sells these benefits/products to clients. Profile customers to identify needs, follow through and close the sale.
-Explains product benefits, changes, restrictions, requirements, and any other relevant product information to customers and bank employees.
-Responsible for offering the teller line supports in order to keep the lines to a minimum and customer service to a maximum (performs daily processing of financial transactions if needed).
-Cross-sells and makes referrals to generate new business and additional services, promote bank products and further establish business relationships. Actively calls on potential clients, develops a call/referral plan to generate new business.
-Assists in conducting meetings to promote sales, product knowledge and customer service. Assists Branch Manager with training personal.
-Responsible for taking loan applications for personal/retail consumer needs as required.
-Assists with dual control vault responsibilities and assists with audit controls.
-Ability to prepare basic business loans for underwriting
-Ability to approve overdrafts and assists Branch Manager in monitoring the daily transactions of NSF’s and overdrafts.
-Acts on behalf of the Branch Manager in the absence of the Branch Manager
-All other job related duties as assigned.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
IBERIABANK - 15 months ago
IBERIABANK Corp. serves up financial services with a Cajun flare. Through its flagship bank subsidiary, also called IBERIABANK, the holding...