Education/Training:  A high school diploma or equivalent with an emphasis in accounting or business curriculum.

Skill(s):  Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; ability to lift approximately fifty (50) lbs. of coin; demonstrated management and supervisory skills; visual and auditory skills; a comprehensive knowledge of all bank forms and documents used in opening new accounts; a working knowledge of bank consumer products and services, along with the operating policies and procedures that impact these products.

            Experience:  A minimum of two (2) years' experience in related positions normally required.

Essential Duties

1. Completes the documentation and performs point-of-sale processing on all types of new accounts, e.g., loans, deposits, etc.
2. Provides support to office customer service personnel engaged in establishing quantitative customer service and sales objectives on an annual basis as warranted; this activity to be integrated with the office's annual operating plan.
3. Provides customer service information on a timely basis in order that this information may be included as part of monthly and year-to-date performance reports.
4. Serves as a member of the office sales team, e.g., Branch Executive Officer, Consumer Services Officer, etc.
5. Maintains a thorough knowledge of the features and benefits of all bank products and services in order to ascertain customer needs and to participate in selling in conjunction with these needs.
6. Provides direct service to customers of the bank with respect to deposit products and services; supplies pertinent information on other products and services, e.g., loans, trust, etc., as needed.
7. Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems.
8. Maintains an awareness of new business opportunities with customers; actively refers customers to appropriate customer service personnel as warranted when these opportunities are available.