Personal Banker in Traverse City, Michigan at State Savings Bank

Tasks

· Perform all functions of CSR and Sr. CSR.

· Deal with customers or potential customers by telephone, electronically or in person.

· Respond promptly to customer inquiries.

· Provide information on all products offered by the Bank or refer to proper person to handle request.

· Set up new customers in system. Basic account opening.

· Assist customers with internet banking.

· Assist customers with safety deposit boxes and maintain records for boxes.

· Assist customers with IRA’s and file reports as needed.

· Assist customers with Certificates of deposit.

· Maintain customer records and files.

· Complete daily reports.

· Answer phones, filing, maintaining supplies.

· Follow all Bank policies and procedures.

· Maintain professional, business-like appearance.

· Respond to ATM service calls under dual control.

· Perform other tasks requested by supervisor related to the Bank and its function.

Work Activities

· Communicating with Supervisors, Peers, or Subordinates

· Establishing and Maintaining Interpersonal Relationships

· Communicating with Persons Outside Organization

· Processing Information

· Answer telephones to direct calls or provide information.

· Discuss goods or services information with customers.

· Greet customers, patrons, or visitors.

· Operate computers or computerized equipment.

· Respond to customer problems or complaints.