Evergreen New Accounts Representative

Division: Retail Banking

Classification: Non-Exempt Full Time, 40 hours

Salary Range: $2,600-$2,800 per month

Job Summary and Responsibilities

The primary function of this position is to assist Evergreen customers with opening and file maintenance on personal and business accounts as well as the following:

• Answer customer inquiries in person and on the telephone with the utmost attention to accuracy, efficiency and courtesy.
• Identify issues and offer solutions that will help Evergreen customers experience the most convenient banking possible.
• Process deposits, withdrawals, transfers, and loan payments.
• Thoroughly review all transactions and situations to ensure accurate processing and compliance with all regulatory Policies and Procedures.
• Initiate outgoing domestic and international wires.
• Process retirement transaction requests.
• Redeem savings bonds.
• Provide Notary services.
• Be knowledgeable of and adhere to all security procedures.
• Assist other team members with special projects and tasks as needed or assigned.
• Complete requests and assignments as provided by management.

Requirements include compliance with internal policies and procedures, as well as applicable laws and regulations, including the Bank Secrecy Act.

Eligibility & Core Competencies

The successful individual in this position will possess the following core skills/competencies:

• Customer Focus
• Integrity and Trust
• Approachability
• Functional/Technical Skills
• Listening
• Time Management
• Dealing with Ambiguity
• Problem Solving
• Personal Disclosure
• Humor
• Intellectual Horsepower
• Strong Peer Relationships
• Interpersonal Savvy
• Learning on the Fly
• Decision Quality
• Patience

Education/Experience

This position requires a minimum High School Diploma. It is preferred to have previous banking experience and/or strong customer service and cash-handling experience. The successful individual will have strong computer navigation skills.

Physical demands

• Sitting – 80%, working at a computer
• Walking – 10%, within the building
• Climbing – 1%, break room is located on the second floor
• Standing – 10%, conducting back-office work-filming documents, etc.
• Bending – 1%, to file documents
• Lifting/Carrying – 1%, maximum 30 lbs.
• Reaching/Handling – throughout normal job functions to reach for an item within the workstation
• Twisting – throughout normal job functions, twisting the torso to reach items within the workstation
• Crawling – Not required

Environmental Factors

The work performed in this position is done within a climate-controlled environment. No smoking is allowed and work areas are well lighted.

Products and Materials

Products used in this position include pens, pencils, highlighters, paper, and other standard office products.

Machines/Tools/Equipment

The items used as part of this position include a computer, typewriter, copy machine, calculator, telephone, and other standard office equipment.

Evergreen Federal Bank is an Equal Opportunity Employer/Minorities/Females/Vet Disabled.

Email resume to: [email protected]

 

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