Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services.

Responsibilities

• Proactively seeks ways to expand customer relationships to achieve individual and branch goals, displaying sales leadership and driving sales through service and knowledge.
• Engages in outbound calling and needs assessment to generate qualified referrals for alternate products, channels, and other lines of business, meeting specific partner referral goals.
• Actively assists in training, coaching, and motivating branch staff, potentially providing feedback and completing performance reviews.
• Actively leads branch huddles, meetings, and one-on-one coaching sessions, responsible for developing branch staff and serving as manager in the absence of the Branch Manager.
• Provides cross-training and on-the-job training to employees on a regular basis.
• Leads and manages branch staffing, retail and operational reports, and ensures all staff complete required training.
• Accurately processes routine and complex transactions for branch customers, including deposits, withdrawals, and loan payment processing, while balancing a cash drawer and safeguarding against fraud.
• Assists with the maintenance and servicing of bank equipment such as ATMs, Night Drops, and Cash Advance Machines.
• Researches customer inquiries, orders checks/debit cards, returns phone calls, and addresses other customer-originated service needs to enhance customer retention and uncover additional sales opportunities.
• Confidently uses needs-based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and uncover customer needs, recommending and selling appropriate solutions both in person and over the phone.
• Opens deposit accounts, inputs and follows through with loan applications following operations and regulatory requirements, opening all types of business and personal accounts and preparing related documentation, and following up with clients after new accounts are opened to deepen the relationship.
• Demonstrates a high level of courtesy and efficiency with customers, continuously exceeding expectations with servicing skills, and maintaining a strong understanding of industry trends and their impact on the customer.
• Obtains and maintains an active NMLS registration and possesses and utilizes a Lending Line.
• Completes effective business calls with or without the Branch Manager.
• Services Small Business Customers as needed and sells to branch-managed business when no branch manager is available.
• Actively participates in community activities that may generate new customer leads and supports the organization’s overall Community Outreach and CRA goals and initiatives.
• Adheres to operational controls including legal, corporate, and regulatory procedures to ensure the safety and security of client bank assets.
• Conforms to General Performance Expectations as identified for all employees.

Requirements

• High School Diploma or equivalent required.
• Business-related college courses preferred.
• A minimum of 3 years’ experience in banking or considerable relevant customer service experience.
• Proficient analytical and mathematic skills, along with reading and writing skills.
• Proficient communication, interpersonal, and sales skills.
• A comprehensive knowledge of operating policies and procedures impacting consumer services.
• A thorough knowledge of the features and benefits of company consumer products and services.
• Basic computer skills, including Microsoft Outlook, Word, and Excel.
• Ability to lift up to 50 lbs. of coin.
• Must be able to support multiple branch locations as needed.

Skills

• Customer service
• Cross-selling
• Sales
• Communication
• Interpersonal skills
• Analytical skills
• Mathematic skills
• Reading skills
• Writing skills
• Microsoft Outlook
• Microsoft Word
• Microsoft Excel

Location

• Multiple branch locations

Work Type

• Full-time

Experience Level

• 3 years of experience in banking or relevant customer service

Education Level

• High School Diploma or equivalent
• Business related college courses preferred

Salary/Compensations

• $19 to $29 hourly

Benefits

• Profit Sharing/401K Plan
• Health, Dental & Vision Insurance
• Tuition Reimbursement
• Paid time off
• Employee Assistance Program

About the Company

• Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential.
• As a proud community bank, we believe in giving back to the neighborhoods we serve.
• Supporting local events and organizations across our 14-county footprint isn’t just something we do—it’s who we are.

Equal Opportunity

• EEO/AA Including Veterans and Disabled