Job Description
Position Summary: Responsible for providing prompt and accurate financialtransactions in accordance with the Bank's policies and procedures.Contributes to the development and retention of customer relationships byproviding exceptional customer service and identifying appropriate cross sellopportunities with professionalism and enthusiasm.
Essential Duties & Responsibilities:
Profiles new and existing customers to better serve their financial needs;informs and advises customers of appropriate bank products/services thatwill make their life easier, save them time, or save them money.
Provides exceptional customer service by standing to welcome the customer,using the customer's name, taking responsibility for the customer,thanking the customer by name and exceeding the customer's expectations.
Prepares and compiles new customer information in accordance with the banksCIP and know your Customer policies.
Opens new accounts; ensures completeness and accuracy of documentationincluding scanning into the system, and timely follow up on missing orincomplete documents.
Successfully completes Account/File Maintenance with proper documentation.
Helps customers with items such as Stop Payments, Debit CardOrders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts,Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.
Takes initiative to answer customer phone calls/email, takes ownership oftheir issue, takes proper steps to resolve their issue and provides thecustomer with appropriate feedback in a timely manner.
Promptly responds to customer's inquiries and requests regarding account andsuggests resolutions for account disputes and other account activity.
Continues to build relationships with current customers to maintain goodwilland gain additional business.
Actively participates in meeting retail branch goals and events.
Professionally makes quality referrals to other areas of the bank and bankpartners such as Commercial Lending, Consumer Lending, TreasuryManagement, Merchant Services, or the Mortgage Partner in your area, etc.
Works professionally with, and generates goodwill between the retail bankingdepartment and other internal departments.
Generates new business to assist in meeting established profitability goals.
Performs all customer transactions and inputs them into the computer system inaccordance with established procedures. Cashes checks, receives cash fordeposit, verifies amounts, verifies customer balances and examines checksfor appropriate signatures and endorsements.
Places holds on accounts for uncollected funds in accordance with regulations.
Monitors customer account activity and transactions in order to identifypossible fraud.
Balances currency, coin, and checks in cash drawer at end of shift incomparison to computer totals. Maintains appropriate cash levels in tellerdrawer in accordance with the security policy. Complies with the Teller Overand Short Procedure.
Processes savings bonds, branch capture, cashier's checks, and otheritems based on branch.
Allows customers access to safe deposit boxes following specified procedures.
Assists tellers with balancing daily transactions.
May assist in balancing vault.
Actively participates in daily branch Daily Plan It's and weekly branchmeetings.
Completes required training within prescribed deadlines to develop anunderstanding of banking industry and banking regulations and job skills.
Protects and safeguards customer information and bank property.
Adheres to all bank and regulatory requirements and participates inrequired... For full info follow application link.
Triumph Financial, Inc. and its subsidiaries (hereafter the"Company") is an equal opportunity employer and provides equalemployment opportunities to all employees and applicants for employment. TheCompany prohibits discrimination and harassment against all employees andapplicants for employment based on race, color, sex, gender, age,religion, creed, covered veteran status, military service, nationalorigin or ancestry, ethnicity, sexual orientation, gender identity,gender expression, transgender status, actual or perceived physical ormental disability, genetic information, citizenship or immigrationstatus, marital status, pregnancy, childbirth, or related medicalconditions, reproductive health decision making, or any othercharacteristic protected by law. Equal employment opportunity applies to allterms and conditions of employment, including, without limitation,