Service Banker
Company: Country Club Bank
Location: Kansas City
Posted on: August 7, 2022
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Job Description:
Service Banker It's more than just a job. We're looking for
tenacious, spirited go-getters to join the Country Club Bank
family. With room for growth and competitive compensation,
accompany us in taking community-based banking in the KC metro
region to a new level. Banking is more than numbers - it's about
people. At Country Club Bank, the ultimate goal is to help people
succeed, thrive and find their 'True North' - the path that leads a
customer, client or CCB associate to personal and professional
success. As the first point of contact with clients, we're looking
for forward-thinking, compassionate individuals to lead the charge
in providing top-notch products and services. Essential Duties and
Responsibilities: * Demonstrates commitment, dependability and
respect for the team with regular and predictable attendance,
punctuality, and agreed-upon schedule of availability. Projects a
professional image in attire, manner, communication, and focus.
* Greet & assist customers as they arrive in the financial center;
provides exceptional customer service throughout the customer
interaction. Consistently exceeds customer expectations for service
using the CCB 7 Steps of Customer Service. Assists with or resolves
customer requests and service issues effectively and
efficiently.
* Primary responsibility for processing a variety of teller
transactions. Will also manage customer service requests, sales,
new account opening and referral to other business partners as
needed to support the banker in the financial center.
* Completes accurate teller and banker transactions/documentation
according to policies & procedures including checking account
deposits, cashing checks, daily merchant deposits, cash advance,
Cashier's Checks, money orders, travel and gift cards, loan
payments, etc. according to authority levels per the Retail Banking
Authorities and Guidelines.
* Knows features and benefits of all bank and partner products;
uses needs assessment and consultative selling techniques to sell,
cross-sell, up-sell, or refer products and services. Uses Customer
Profile/relationship selling model for ongoing profiling of new and
existing customers in person and on the phone to identify immediate
and future needs.
* Proactively works toward achievement of individual and financial
center sales and service goals. Expected to meet individual goals
monthly, quarterly and annually as outlined in the annual incentive
plan.
* Maintains acceptable teller and banker risk management standards.
Preserves the confidentiality of customer information according to
the Non-solicitation and Non-disclosure policy of the Bank.
* On an exception basis, handles compliance, audit, operations and
regulatory issues and coordinates operational work flow for teller
area if performing in a Vault Teller capacity or in the absence of
Vault Teller.
* Expected to attend and participate in ongoing training, financial
center meetings and Sales/Service ExSELLence Meetings.
* Other tasks as assigned from time to time by supervisor or other
member of management. Job Qualifications/ Required Skills and
Abilities: * Superior written and verbal communication skills
* Exhibit and maintain high degree of professionalism
* Maintain high degree of confidentiality and integrity
* Ability to communicate effectively and professionally at all
levels of the organization
* Excellent follow through and time management skills
* Excellent attention to detail
* Proficient in PC, web and database
* MUST possess a "can do" customer-service attitude/philosophy
* Proactive sales and service skills including outbound calls to
customers
* Education: High School diploma or equivalent
* Experience: Prior teller and/or banker experience or strong
retail sales/service experience Hours: 8:30am to 5:30pm Alternating
Saturday Rotation 8:45am to 12:15pm
Keywords: Country Club Bank, Kansas City , Service Banker, Other , Kansas City, Kansas
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