Duties & Responsibilities
Actively engage in greeting all customers, learning their names, develop customer relationships, customer loyalty and satisfaction by actively listening and assisting customers with their financial requests.
Provides extraordinary customer service according to the Quality Service Standards and My Service Pledge
(S - Smile, E – Eye Contact, R – Refer to Customers by Name, V – Viable Options – Never Say No, I – Instant Acknowledgment, C – Customers Always Come First, E – End with Thank You)
- Develop and retain customer relationships by actively listening and assisting customers with their requests.
- Conduct customer’s financial transactions within time limits and established guidelines (deposits, withdrawals, check cashing, loan payments, cashier’s checks, etc.).
- Introduce new products and services (credit cards, debit cards, online banking, etc.) when applicable.
- Balances accurately and maintains cash limits of his/her drawer daily, safeguarding assigned cash/currency by adhering to all company policies and procedures regarding cash handling, cash variations, opening/closing procedures, and dual-control processing. Accountable for all cash/currency handled.
- Manage risk in every transaction and detect fraudulent transactions to prevent loss for First Bank of Wyoming and its customers from counterfeit currency and fraudulent activity by staying current on fraud warnings and initiating discussion with customers regarding specific transaction as defined by procedure.
- Process overages/shortages according to Cash Variation Policy.
- Proactive in creating, maintaining, and promoting a clean, neat, pleasant work environment always aware of the customer’s view (keeping confidential information confidential).
- Responsible for keeping all information related to our customers private and confidential.
- Keeps a professional appearance in accordance with the dress code.
- Maintains a positive attitude and displays courteous and respectful behavior towards customers and co-workers.
- Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers.
- Must complete assigned online training courses and achieve a passing score by due date.
- Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the USA Patriot Act, and the Office of Foreign Asset Control.
- Other duties as assigned.
About You
Minimum Qualifications
Education and Experience:
- High school diploma or equivalent is required
- Six months prior cash handling experience is preferred
- Prior banking experience is preferred
- Customer service experience is preferred
Preferred Knowledge, Skills, and Abilities:
- A commitment to community involvement
- Ability to apply policies and procedures and to maintain good relationships with employees.
- Ability to maintain strict confidentiality
- Ability to multi-task and handle complex tasks efficiently.
- Basic computer literacy
- Comfortable communicating with various customers
- Comfortable making dozens of transactions daily
- Great Verbal and Written Communication Skills
- Must have ability to prioritize and organize heavy workload(s) and demonstrate effective time management skill(s).
- Must have the ability to work in a professional manner and consistently demonstrate courtesy, customer service, and tact in a fast-paced/deadlines-oriented environment.
- Proficient in Microsoft Office
