Concierge and Courier Banker

TITLE: Concierge and Courier Banker

REPORTS TO: Operations Supervisor

FLSA: Non-Exempt

CATEGORY: Full Time

SHIFT: Monday - Friday 8am - 5pm

SUMMARY

The Concierge and Courier Banker reports to the Operations Supervisor and provides over the phone client support and courier services. This position will identify the needs of clients and prospects for a variety of general banking services and connect or resolve with departments accordingly. Responsibility will be to establish client rapport and trust by projecting an attitude of "friendly professionalism," adhere to confidentiality requirements, exceed the client's expectations, and help resolve client concerns.

Additional responsibilities as a courier encompass providing delivery services by motor vehicle and assisting with general office support. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to employment and banking.

ESSENTIAL DUTIES

• Answers main line phone system, appropriately responding to inquiries or referring inquiries to the appropriate department or person. Will exhibit the necessary follow-through with clients and/or colleagues involved.
• Provides direct client service by answering a variety of questions regarding accounts: e.g., account balances, transfers, change orders, stop payments, etc.
• Performs basic client account maintenance.
• Has a working knowledge of various departments and colleagues to direct client requests and inquiries.
• Transports and delivers deposit transactions, documents, letters and packages to and from destinations according to daily route schedule, on-call pickups, and deliveries as needed.
• Accounts for assigned items against receipts and invoices.
• Maintains vehicle maintenance logs.
• Assist with various office duties as needed.
• Any other duties as defined by management.
• Provides excellent personal and professional client service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for own actions.

SECONDARY DUTIES

• Completes assigned Compliance Training. Maintains Compliance with the Bank's BSA/AML policies and procedures.

GENERAL

• Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring.
• Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
• Performs position safely, without endangering health or safety to themselves or others and reports potentially unsafe conditions.
• Works according to established schedules, arriving on time and with a positive attitude.
• Supports the Bank's goals and values; benefits the Bank through outside activities.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Ability to establish and maintain excellent working relationships with clients, managers, and colleagues.
• Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, speak clearly to customers, employees, directors, and shareholders.
• Professional and personable presentation, with the ability to maintain a high level of energy.
• Intermediate typing skills to meet production needs of the position.
• Excellent organizational and time management skills.
• Ability to work with minimal supervision while performing duties and to handle confidential information with discretion.
• High School Diploma or equivalent preferred.

QUALIFICATIONS AND DEMONSTRATED ABILITIES

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• High School diploma or equivalent.
• Valid driver's license with no major traffic violations.
• Good verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, and to speak clearly to clients, colleagues, directors and shareholders.
• Good time management skills to ensure maximum productivity.
• Ability to work with minimal supervision while performing duties and to handle confidential information with discretion.

PHYSICAL REQUIREMENTS

• Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing, and maintaining files.
• Frequent use of arms such as pushing/pulling to open and close drawers and cabinets.
• Ability to sit for extended periods of time at assigned station.
• Ability to bend and/or reach, and to occasionally lift and carry up to 30 - 50 pounds (boxes of copy paper and/or files for storage).
• Continuous clarity of vision at 20 inches or less for normal processing of work.