Towne Family of Companies
Member Service Representative/Receptionist
Towne Family of Companies, Charlotte, North Carolina, United States, 28245
Essential Responsibilities:
Welcoming members to TowneBank, determining the nature of their business and directing them to the appropriate person or department
Operating the bank's main telephone line and assisting callers by transferring them to the appropriate party or taking messages from the caller
Becoming familiar with TowneBank's locations, hours, telephone numbers and individuals so that routine questions can be answered with ease
Handling monetary transactions for members and enters them in the Bank's software programs and provides receipts
Following the Bank's security guidelines on a daily basis
Staying abreast of the Bank's check cashing policies and procedures and Federal Laws to verify checks and cash and examine documents for essential elements
Reviewing member accounts to make appropriate decisions regarding the requested transaction
Accurately keeping cash drawer in balance on a daily basis
Promoting TowneBank and its products and services
Providing exquisite service to members in person, on the phone or by email
Displaying a professional appearance and behavior
Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA)
Other duties as assigned.
Minimum Required Skills & Competencies:
Has a minimum of 12 months customer service experience with a single employer Has basic computer skills including Outlook, Excel, Word and Bank software programs Has flexibility to learn and grow as new systems or processes emerge Has the ability to keep cash drawer in balance on a daily basis Has the ability to accurately process monetary transactions in a timely fashion Has a proven ability to give our members excellent service in person, on the phone, and by email Has the ability to work as an integral team player Is punctual Desired Skills & Competencies:
Prior receptionist experience Prior member service/teller experience at a bank Physical Requirements:
Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 50 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Has a minimum of 12 months customer service experience with a single employer Has basic computer skills including Outlook, Excel, Word and Bank software programs Has flexibility to learn and grow as new systems or processes emerge Has the ability to keep cash drawer in balance on a daily basis Has the ability to accurately process monetary transactions in a timely fashion Has a proven ability to give our members excellent service in person, on the phone, and by email Has the ability to work as an integral team player Is punctual Desired Skills & Competencies:
Prior receptionist experience Prior member service/teller experience at a bank Physical Requirements:
Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 50 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.