Receptionist/Universal Banker

    • Job Tracking ID: 512636-610147
    • Job Location: Treynor, IA
    • Job Level: Entry Level (less than 2 years)
    • Level of Education: High School/GED
    • Job Type: Full-Time/Regular
    • Date Updated: February 26, 2018
    • Years of Experience: Up to 2 Years
    • Starting Date: ASAP
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Job Description:

TS Bank is seeking to hire a Receptionist/Universal Banker for our Treynor, Iowa location. This dual role will be responsible for providing clients, vendors and visitors with exceptional service; all incoming and outgoing correspondence pertaining to mail, packages, faxes, and interoffice mailings; and supply ordering for the company. In addition the role will be accountable for delivering to clients efficient and accurate processing of financial transactions and recommending appropriate products and services to meet the clients' needs.

Preferred education and work experience includes: Possess a high school diploma or GED certification required. Additional post high school education and/or training is preferred. Two years of work experience as a receptionist. One year of work experience in the financial industry. Cash handling and prior sales experience a plus.

Location: Treynor, Iowa

Experience and Skills:

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Receptionist-related:

  • All persons entering the bank are expected to be greeted in a professional manner and immediately made to feel welcome. Determine the nature of their business, and direct them to appropriate area or person or announces visitors to appropriate personnel.

  • Monitor visitor access and issue passes when required.

  • Assist in supply ordering for branch as needed.

  • Fold and stuff checking and savings statements and daily notices as needed.

  • Sort mail and maintain mailboxes as needed.

  • Sign for and disperse deliveries.

  • Maintain fax machine, assist users, send faxes, and retrieve and routes incoming faxes appropriately.

  • Tend to treats, coffee, and water for clients in the lobby area as needed.

  • May serve as backup to the safe deposit box area as needed.

  • Must have excellent communication skills.

Universal Banker-related:

  • Complete the onboarding process, which includes BAI training.

  • Interact with the local market to gain new clients and expand relationships with existing clients.

  • Provide exceptional client service through quality conversations, efficient and accurate processing of client transactions and adhering to the Branch Service Level Agreement.

  • Sell, open, and maintain all personal banking products and services to new and existing clients, by highlighting features and benefits of bank products and cross sell/referrals to other TS Banking Group areas including commercial and small business lending and wealth management and trust.

  • Meet or exceed all established sales goals and contribute to branch deposit growth; track and log all interactions in the bank’s CRM system; provide feedback at weekly sales huddles; completion of 2.2.2 follow-up.

  • Maintain a system of follow-up mail and telephone communication several times during the year with new and existing clients to generate additional business.

  • Answer client questions and handle objections during the sales process; diplomatically handle dissatisfied clients by providing exceptional client service.

  • Perform both account opening and transactional processes in the delivery of efficient, accurate and professional service that defines exceptional client service and reputation.

  • Proficient in personal account opening, maintenance, closing including checking, savings, and safe deposit boxes. Adheres to lean account opening process.

  • Check ordering; check cashing procedures; issue cashier’s checks; process wire transfers; account maintenance; transfer/sweeps; online banking and mobile banking maintenance; stop payments; process holds and ACH/debit card disputes.

  • Approve overdrafts and returns (with lending authority).

  • Proficient in BSA requirements including CTR transactions, monetary instrument log, and detecting/reporting suspicious/unusual activity.

  • Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients. Make appropriate referrals and possesses a thorough knowledge of TS Banking Group products and services. Gathers and organize client information based on referrals; answer questions regarding same; make follow-up calls; use CRM system to prepare and proceed with the next steps in referral process (current and prospective clientele); provide feedback to supervisor and affected bank personnel.

  • Participate in branch and bank business development activities including community events to promote the bank’s favorable image.

  • Protect TS Banking Group financial interests and reputation by complying with internal and external policies, procedures and regulations.

  • Proficient in deposit compliance disclosures.
  • Comply with all banking and company regulations, policies and procedures.

NON-ESSENTIAL DUTIES & RESPONSIBILITIES include the following. Other duties may be assigned. Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops, and involvement in professional and community groups in leadership positions.

SUPERVISORY RESPONSIBILITIES. There are no supervisory responsibilities in this position.

QUALIFICATIONS. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE. Preferred education and work experience includes: Possess a high school diploma or GED certification required. Additional post high school education and/or training is preferred. Two years of work experience as a receptionist. One year of work experience in the financial industry. Cash handling and prior sales experience a plus.

LANGUAGE SKILLS. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, procedure manuals, general business periodicals, professional journals, and governmental regulations. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from groups of clients, employees, and general public. Must possess good communication skills.

MATHEMATICAL SKILLS. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY. Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations

OTHER SKILLS AND ABILITIES. Must have the ability to operate personal computer and printer, copy and fax machines and telephone; 10-key calculator; document scanner, check encoder, coin machine, currency counter, safe deposit timer, and vault timer. Basic personal computer knowledge.

KEY CONTACTS--Internal and External.

Has frequent contact with clients, visitors, vendors, all employees.
Has constant contact with accounts, attorneys, etc., in responding to inquiries as part of the client service function.
Has moderate contact with individuals at other financial institutions.

CERTIFICATES, LICENSES, REGISTRATIONS. To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.

PHYSICAL DEMANDS. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

WORK ENVIRONMENT. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

COMMENTS. Position requires the ability to work before or after normal business hours, including weekends, to meet required deadlines and attend various meetings and/or training programs.

Benefits

Paid Time Off
Health and Dental Insurance
Wellness Program
Gym Membership Reimbursement
401K Contribution and Match




EEO Employer/Vet/Disabled

TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.

TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.