Service Associate II (37.5 hours)

Starting Rate: $24.00 Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Major Responsibilities: Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in "in-store" locations, or in other unique locations where such a "hybrid" position is authorized. Account Representative Duties: Works toward achieving specific individual sales and service goals through the following activities: * Opens deposit accounts * Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.) * Closes loans for customers for applicable business lines (i.e. consumer lending) * Ability to process ATM, ITM, TCR and ICOM * Makes referrals to other bank business lines and third-party partners * Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio * Responsible for operational compliance and adherence to policy * Handles daily account maintenance and other service issues as necessary * Understands and provides support in achieving quarterly sales * Successfully completed and implemented 4 additional trainings (Fiduciary, Business Documentation, Operations and Safe Deposit) Teller Duties: * Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts. * Cash checks for customers and non-customers according to bank policy. * Process and properly record the sale of monetary instruments (i.e. official bank checks). * Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments. * Process foreign currency purchases and sales. * Process various types of loan payments and credit card cash advances. * Relative to all duties, must adhere to all bank policies and procedures. Individuals in this position will have a mixture of time spent between account representative duties and teller duties. On some occasions more time might be spent on one verse the other. Qualifications: * Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the account representative should seek guidance from their immediate supervisor. * Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. * Individual should be an outgoing self-starter and be technically literate. * Basic business acumen and professionalism is a must. * The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. * Ability to build relationships and strong alliances across the organization. * Ability to quickly learn all details about the products and services offered by the bank. * High School diploma or equivalent * 2-4 years of sales experience in a retail, financial services or hospitality environment preferred. Working Conditions: * Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact. * Incumbent must be able to transport items weighing 15 pounds or more.

Created: 2025-09-22