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Company name : Bank of Idaho
Location : Dayton, WA 99328
Position : Financial Services Representative
Description :
Description:
POSITION DESCRIPTION:
Provides quality banking service to meet customer needs. Job Duties: Answers customer questions and resolves issues and problems. Handles customer transactions, posts transactions, pays out funds, and verifies cash. Sets up new customer accounts and identifies customer need for other Banking service through consultative banking. Identifies counterfeit currency. Cross-sells bank products and services. Maintains appropriate currency logs. Must perform work under minimal supervision. Handles complex issues and problems and refers only the most complex issues to higher-level staff. Possesses comprehensive knowledge of subject matter. A Level 3 FSR may provide leadership, coaching, and/or mentoring to their subordinate group. This level should be capable of handling the most complex teller transactions as well as relatively complex new accounts, including Trust Accounts and IRA’s. Level 3 may act as a lead teller or first-level supervisor, as assigned by the RBM.
PRINCIPAL ACCOUNTABILITIES:
Primary work location is on the teller line, or at the drive-up window, with overflow into a shared office space or private desk to facilitate opening of accounts for customers
Respond to customer inquires
Respond to customer needs with a consultative banking approach
Set up new accounts in system. As indicated above, complex accounts should be opened/managed by an FSR3 or UB, as appropriate
Interact with new customers (and professionals) to facilitate the opening and funding of accounts
Does not have lending limit or lending authority
May input/receive consumer loan applications, that must then be forwarded to a Universal Banker or Retail Branch Manager for final processing
Reports to: Retail Branch Manager
COMPETENCIES:
Individual has the ability to identify needs of customer and has a strong desire to satisfy those needs.
Individual demonstrates the ability to develop repeat clients and retain/strengthen relationships.
Individual has an understanding of retail branch services and the importance of keeping current with new developments and procedures.
Individual has the ability to thrive in an individual capacity while participating effectively in a team environment.
Proficient in computer software packages including Word, Excel and Outlook and learns new software programs quickly.
Integrity and Trust
Ethics and Values
Requirements:
DESIRED QUALIFICATIONS
High school diploma
Typical Job Level time requirements (Meeting time commitment is not a guarantee of promotion) and other responsibilities for FSR’s based on level.
Level 1: Typically 1-2 years experience
Level 2: Typically 3-4 years experience
Level 3 SR FSR Typically 4+ years experience.
Senior FSR’s may also be asked to provide daily supervision of FSR/Teller Line and other high-level functions as assigned by RBM, such as Branch Certification, Vault and Branch Cash Handling, as well as handling more Complex Account Openings for customers.
PHYSICAL REQUIREMENTS:
Ability to work full time, 40 hours per week
Ability to work overtime when there are business needs
Standing frequently, 66% or more per day
Sitting occasionally, 33%-65% per day
Speaking frequently, 66% or more per day
Listening frequently, 66% or more per day
Climbing rarely, less than 33% per day
Stooping, squatting, rarely, less than 33% per day
Lifting up to 25lbs, occasionally, 33%-65% per day
Manual dexterity, and fine hand manipulation, frequently, 66% of more per day
Overhead work, rarely, less than 33% per day
If you need reasonable accommodation to do the essential job functions, please provide details on the accommodation you would like to request.
The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.
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