Branch Service Associate II - Gig Harbor North (121)

Description



POSITION SUMMARY

Develop profitable relationships by assessing customer needs through referring, limited profiling, and selling the appropriate products and/or services to meet the customer’s needs.  Assist branch staff, both service and sales, to ensure customers receive quality service, quickly, professionally, and efficiently.  This position could act as Branch Lead in the absence of the Branch Service Manager.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

 Provides ongoing service and support to the Branch by providing accurate and timely processing of various documents to meet the customer’s needs.  Provides referrals, profiles, and sales for walk-in customers.  Completes requests for single services (i.e. checking accounts, stop payments, check orders, account research, etc.). Provides Quality Customer Service and Relationship Sales to customers.  Makes service calls and provide in-person assistance to all customers, resulting in referrals for Personal Bankers.  Ensure service needs are being met.Assists the Branch Service Associate’s in the achievement of their individual referral and service goals. Stays abreast of market offerings to successfully sell our products and services.Accurately completes and processes account paperwork and customer files.May assist the Personal Bankers by accurately processing new accounts including checking, savings, Visa check cards, certificates of deposit, and IRAs.  Accepts opening deposits, issues receipts, prepares relevant documents, and enters information into computer system.Assists with mentoring and training of new Branch Service Associates. Assists the Branch Service Manager with auditing of reports, budgets, team meetings, tracking, and recording Branch referrals, and Branch audits.  Assists the Branch Service Manager in other assigned responsibilities such as, but not limited to branch cash orders, compliance training, staff scheduling, wire transfers, dormant accounts, and account maintenance.   Meets and completes established annual certification requirements, through the certification of assigned BVS regulatory training and other assigned training classes required to fulfill product and service needs. Consistently demonstrates corporate values; encourages and coaches others to consistently demonstrate corporate values.Contributes toward effective team problem solving with staff, peers, and management. Supports and encourages the future-focused, results-driven, values-based, sales and service culture throughout the organization.Develops and maintains ethical and professional relationships with key vendors and recruiting sources in an effort to obtain added value to Rainier Pacific.Contributes to a favorable public image of Rainier Pacific by establishing and maintaining relationships and participation in the community (civic, industry, and professional).Exercises an appropriate level of courtesy, tact, and professional communications in dealing with others.  Performs other duties as assigned.Required Skills





Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members/customers and other employees of Rainier Pacific.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.

Licenses or Certificates

Must be bondable.Required Experience



Education and/or Experience

High school diploma or general education degree (GED) and six to twelve months related experience and/or training, or equivalent combination of education and experience. Cash handling experience required. One year as a teller in a financial institution preferred.