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Solvay Bank · 4 months ago

Banking Solutions Representative - DeWitt Office

Dewitt, Syracuse, NY, US

Full-time

Onsite

Entry Level

$17.55/hr - $26.33/hr

1+ years exp

Solvay Bank is a growth-oriented community bank dedicated to excellence and customer service. The Banking Solutions Representative role focuses on providing high-quality customer service, assisting with account management, and achieving retail sales goals.

AssociationBankingCommunitiesFinancial ServicesInsurance

Responsibilities

Delivers excellence in customer service, education, guidance and respect to all Solvay Bank customers and co-workers in accordance with the Solvay Bank Client Service Standards

Thoroughly understands, embraces and exhibits Solvay Bank Values and serves as an example to others in actions and words

Takes personal initiative in welcoming Bank customers, assessing customer needs, and responding appropriately through personal service or re-direction to the appropriate party

Educates and assists customers with opening various types of deposit, loan accounts and changes to existing accounts. Is an expert on all of the Bank’s Digital Banking products and actively uses them. Provides information on products and services that meet the customer’s needs and wants in accordance with all Bank policies and procedures

Instructs and assists customers in the use of all automated banking products

Actively and professionally cross-sells Bank products and other Bank services; referring customers to other departments as appropriate

Enthusiastically meets and exceeds sales goals, referrals, and marketing of various bank products and services. Regularly uses the Bank’s Client Contact software

Processes customer check orders; accepts stop payment requests and address changes, distributing to the proper personnel for processing

Demonstrates the ability to comply with Bank regulation and policy as it pertains to responsibilities and the overall security of the Bank, customers, employees and assets

Assists customers with Safe Deposit access, questions, and procedures

Accurately maintains and balances daily cash drawer, and completes various customer transactions

Receives checks and cash for deposit; verifying amount and appropriate endorsement

Ability to perform and balance duties associated with Teller and Customer Service Representative job functions based on needs of the branch

Completes all duties associated with counting and balancing automated banking machines and night deposits as necessary

Assists with daily scanning to balance branch

Actively supports and participates in outbound call efforts to build banking relationship with clients

Adheres to established policies, procedures and federal regulations

Performs other tasks requested by supervisor/manager as they relate to the bank and its functions

Ability to maintain operations of the branch in absence of Manager and/or Assistant

Adheres to Information Security policies and related regulatory policies, procedures and standards designed to protect customer and Bank-owned information

Ensures excellent customer service by working in alternative branches as needed and requested by management, fostering teamwork across the retail network