Personal Requirements:
- The New Accounts Representative has a vital contact with the customers and therefore, should have strong verbal and interpersonal skills that demonstrate the ability to deal effectively and tactfully with all types of customers. The NAR must be honest and fair with all customers and employees. This person should have strong personal attributes such as a high energy level, positive outlook and integrity in all relations with customers and the community. This person should have a professional appearance in both grooming and dress, adhering to the Company dress code.
Competencies Required:
- Proficiency with 10 key touch, Microsoft Office (Excel, Word, and Outlook) and knowledge of or the ability to learn quickly banking software applications (Bankpac, Document Management, Deluxe Order Pro).
- Ability to work flexible or extended working hours to meet bank needs; demonstrate good attendance and punctuality.
- Customer service skill with effective problem solving abilities; ability to maintain composure and convey a positive attitude while interacting with customers and internal workers.
- Outstanding listening and communication skills, both written and verbal.
- Knowledge of or ability to quickly learn banking products (checking, savings, certificate of deposit, IRAs, and safe deposit box regulations.) Quickly learn policies, procedures and regulatory guidelines for compliance and job duties.
- Must be self-motivated, goal oriented and a team player
- Excellent organizational skills with the ability to prioritize workload; ability to multi-task in a fast pace work environment while maintaining accuracy and attention to detail.
- Ability to read, process, and understand a variety of customer request accurately and efficiently in compliance with Bank policy, procedure.
- Expected to be aware of risk within their area. Including observing all policies, procedures, laws, regulations, and risk limits specific to job role. They should have the ability to recognize violations and report to the appropriate department authority in a timely fashion.
Position:
- Major emphasis will be New Accounts Representative with Customer Service and back-up Teller Duties as needed. Will be assisting with Loan Processing duties as needed.
- Greet Customers - Open Various Bank Accounts as well as Safe Deposit Box - Process transactions related to IRA’s, CD’s, and other banking accounts. Initially issue Debit Cards, review/audit department work, balance credit card cash advances, process check orders, review imaged paperwork from Account Folio, inventory department supplies, responsible for general mail and overnight mail logs. Inventory and audit official check and money order stock supply.
- Must be able to quickly learn and understand legal documents related to various accounts such as POA’s and Trust Documents.
- Balance Safe Deposit Boxes, Negotiable Collateral, Metro Advantage Report and IOLTA report.
- Assists with review and completion of annual IRA Required Minimum Distributions and various related Tax forms. Assist with Annual mailing of Safe Deposit Box Statements, logging payments etc.
Working Conditions:
- Requires sitting for a period of time, some walking and lifting (i.e. customer files, supplies)
Minimum Qualifications / Experience:
- 1-3 years customer service or banking experience / High School Diploma or equivalent required
Metro Bank seeks individuals with strong personal attributes such as positive outlook, integrity and a passion to work with our customers and serve our community. Metro Bank has a family atmosphere where all employees are treated fairly and promoted based on work ethics and performance.
For more information on career opportunities email us at hr@metrobankpc.com.
Metro Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.