Banking Services Representative jobs in United States
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Great Southern Bank ยท 1 month ago

Banking Services Representative

Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. The Banking Services Representative is responsible for providing exemplary customer service, handling routine inquiries, and performing various banking transactions while ensuring compliance with banking regulations.

BankingFinanceRetail

Responsibilities

Accountable for representing the bank in a courteous and professional manner; knowledgeable of 5 Winning Ways of Customer Service and implements on a daily basis. Directs and greets customers accordingly, both in person and via telephone. Meets or exceeds Secret Shop score expectations. This duty is performed daily, about 25% of the time
Has an excellent working knowledge of and consistently refers customers to appropriate Great Southern services and products. Meets or exceeds referral expectations. Consistently and accurately uses CRM program. This duty is performed daily, about 20% of the time
Performs basic Personal Banker functions including the opening of accounts, cashing Certificates of Deposit, and various other routine transactions. Assists customers with safe deposit box entry ensuring proper identification in accordance with established guidelines. This duty is performed daily, about 15% of the time
Performs Teller functions as necessary. Processes all transactions efficiently and accurately. Meets or exceeds POD error expectations. This duty is performed weekly, about 15% of the time
Maintains a strong working knowledge of the Jack Henry system, routinely using the system to answer customer inquiries. As needed, will research customer issues concerning fee errors, disputed transactions, check orders, and misapplied payments. Refers more difficult or complex problems to management. This duty is performed daily, about 15% of the time
Ensures full compliance with and implementation of all bank policies and procedures. Is familiar with and has working knowledge of the appropriate banking regulations. Maintains confidentiality of customer account information, security alarm codes and general codes used within the facility. Ensures effective implementation of bank security policies and procedures, and attends annual BSA and Security training. This duty is performed weekly, about 10% of the time
Perform any other related duties as required or assigned

Qualification

Customer ServiceBanking RegulationsJack Henry SystemCRM ProgramClerical Skills

Required

High school or GED
Specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc
7 to 11 months related experience and/or training
Ability to perform each essential duty satisfactorily
Knowledge of banking laws and regulations, including BSA and AML
Ability to provide exemplary customer service
Strong working knowledge of the Jack Henry system
Ability to maintain confidentiality of customer account information
Ability to ensure compliance with bank policies and procedures

Company

Great Southern Bank

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Great Southern Bank, headquartered in Springfield, Missouri, was founded in 1923 with a $5,000 investment and six employees.

Funding

Current Stage
Public Company
Total Funding
unknown
1989-12-15IPO

Leadership Team

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John Bugh
Chief Lending Officer
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Company data provided by crunchbase