SENIOR SERVICE REPRESENTATIVE, FLOATING

SENIOR SERVICE REPRESENTATIVE, FLOATING

First Northern Bank & Trust Co Coplay, PA Job Details Full-time 1 day ago Benefits Paid training Health insurance Dental insurance 401(k) Paid time off Vision insurance Life insurance Prescription drug insurance Paid sick time Qualifications MLO License Opening bank accounts Client onboarding Operations management Financial transaction processing Promoting bank products Filing Mid-level Customer inquiry handling Administrative experience Cross-selling Loan application intake Financial record maintenance Data entry Assisting with digital banking services Typing Clerical experience Loan application review Office management Promoting bank services Full Job Description

BANKING PLATFORM EXPERIENCE REQUIRED POSITION SUMMARY

Performs various clerical and administrative functions related to opening customer accounts. Explain banking services available to prospective customers and assist them in preparing forms. Ensure that all established policies and procedures are followed. Act as the Branch Manager in his/her absence. This position requires work assignments to all branches on a planned or unplanned basis. Reasonable Accommodations Statement To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

ESSENTIAL FUNCTIONS

• Interview customers to explain and obtain information needed to open new accounts such as checking, savings, Certificates of Deposit, and other bank products.
• Answers customers' questions, explain, and cross sell all available services such as deposit accounts, debit cards, online banking, express banking, overdraft protection, business account products and various loan services.
• Compile information about new accounts, enter account information into computers, and file related forms or other documents.
• Investigate and correct errors upon customers' request, according to customer and bank records, assist customers with account inquiries, balancing accounts, change of addresses, order debit cards, order checks, etc.
• Process stop payments, holds, releases, and account transfers.
• Complete application for Merchant accounts for the businesses that want to accept credit cards.
• Type documents and correspondence to customers as needed. Process paperwork for bonds.
• In conjunction with the Branch Manager, responsible for the administration and safe, profitable operations of the branch office, including teller operations, security, new accounts, audits, etc. Including monitoring monthly branch goals.
• Must have wide knowledge of bank operations in order to take over branch operations in the absence of the Branch Manager.

Example:

ATM duties, opening and closing, officer calls, etc.

• Accept loan applications within lending limits. Maintain the necessary records for compliance on all loans.
• Must maintain an active NMLS ID with the Nationwide Mortgage Licensing System.

Benefits:

401(k) Dental insurance Health insurance Life insurance Paid sick time Paid time off Paid training Prescription drug insurance Vision insurance

Experience:

Banking Customer Service:

2 years (Required)

License/Certification:

NMLS ID (Preferred)

Work Location:

In person