Client Relationship Consultant in Dade City, Florida at First National Bank of Pasco Inc
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Job Description
Summary:
The Client Relationship Consultant performs customer services, such as opening new accounts, establishing direct deposit accounts, opening retirement accounts, teller functions, and assisting customers with queries concerning Bank services. You are responsible for the development of new business relationships and maintaining existing relationships. You will answer questions about all services the Bank provides, and recognizes selling and referral opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Core duties and responsibilities include the following. Other duties may be assigned.
EDUCATION AND/OR EXPERIENCE:
COMPUTER SKILLS:
To perform this job successfully, an individual should have knowledge of accounting software; Database software; Internet software; and Word Processing software; Jack Henry core system.
BANK SECRECY ACT:
In the performance of respective tasks and duties, the employee is expected to maintain knowledge of and ensure compliance with all BSA/AML/OFAC regulations and all other regulatory, security and bank policies.
COMPANY CONFORMANCE:
In the performance of respective tasks and duties, the employee is expected to successfully perform quality work within deadlines with or without supervision, interact professionally with other employees, customers and suppliers; work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
PHYSICAL DEMANDS/WORK CONDITIONS:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 25 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
OTHER DUTIES:
This job description in no way should be construed as a contract for employment. These job duties may be subject to change at any time due to reasonable accommodation or other reasons. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.