About the job
Department: Retail Branch
Job Status: Full-time
FLSA Status: Non-Exempt
Reports to: Branch Manager
Amount of Travel Required: Local
Positions Supervised: No
Work Schedule: Monday – Saturday
Position Summary
New Accounts will assist in providing consistent customer service, handle customers banking needs, assist in demonstrating Compliance with Applicable Laws and Regulations, provide teller support when necessary.
Essential Functions
Demonstrate excellent customer service.
Open new deposit accounts and provide ongoing support for those accounts.
Work a teller drawer when needed.
Provide guidance and/or training to other New Account personnel.
Provide prompt, efficient, and accurate service in handling customers.
Answer correspondence via phone, email, fax in timely fashion
Proactively resolve customers issues or disputes while elevating complex issues to branch management.
Follow up with customers to ensure they are still in the accurate products and service.
Process all new account transactions and maintenance including deposit accounts and CDs.
Perform customer online, bill pay, and e-statement setups.
Open, change, and close safe deposit boxes
Handle 401K and IRAs to FCN Bank from other institutions
Service debit cards not limited to activate, close, increase limits, and add vacation notifications.
Order and re-order customer checks when requested.
Perform change of address, name changes, account closing, stop payments, and transfers.
Follow procedures on deceased customer files.
Process credit card applications and provide underwriting results to customer, if applicable
Maximize customer satisfaction and minimize customer banking issues.
Understand and follow applicable laws and regulations for your job responsibilities, including but not limited to Equity Bank Business Ethics and Conduct Policy, Bank Secrecy Act, Anti-money Laundering, Information Security, Suspicious Activity Reporting required, policies, and procedures.
Follow deposit account opening procedures and internal suspicious activity referral requirements and processes, as appropriate for this position.
Actively work with branch management to understand each customer’s normal account activity, as appropriate for each person
Any additional tasks requested by the supervisor.
Skills & Abilities
Experience and/or Education:
High School Graduate or General Education Degree (GED): Required
Previous Retail Banking Experience Preferred.
Excellent interpersonal, verbal, and written communication skills
Microsoft Word, Excel, and Outlook
Skills:
Ability to maintain a high degree of confidentiality.
Accountability to accept responsibility for his/her actions.
Accuracy to perform work thoroughly.
Active listening to attend to, convey, and understand comments/questions of others.
Adaptability to change in workplace.
Ambition to drive/achieve personal advancement.
Analytical skills to use thinking/reasoning for problem solving.
Autonomy to work independently with minimal supervision.
Communication (oral/written) to effectively communicate clear/concisely.
Customer oriented to take care of customer’s needs while following company procedures.
Ethical conduct conforming to a set of values and accepted standards.
Energetic to work at a sustained pace and produce quality work.
Initiative to make decisions/take action to solve problem or reach a goal.
Honesty/Integrity to be truthful and be seen credible in the workplace.
Time Management to utilize the available time to organize/complete work within deadlines.
Working under pressure to complete assigned tasks under stressful situations.
Friendly to exhibit cheerful demeanor towards others.
Organizational skills, able to multi-task
Judgement to formulate a sound decision using available information.
At FCN Bank, our people are our greatest differentiator and competitive advantage in the areas we serve. United in delivering the best experience for our customers, we foster an inclusive workplace culture where all employees feel respected, valued, and have the opportunity to contribute to the company's success
FCN Bank N.A. is an equal opportunity employer.
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