26 B1Bank Customer Service Representative Jobs Hiring Near You

Summary

The Banking Center Manager is responsible for the growth and profitability of the banking center. This position directs and manages a branch services team to ensure exceptional client satisfaction and retention. The Banking Center Manager is responsible for the compliance with all applicable operational policies and procedures, and performance alignment with assigned targets and objectives.

Specific Job Functions

TELLER JOB DUTIES

• Assisting clients with processing transactions, such as deposits, withdrawals, payments, money orders, official checks, or cash advances, resolving complaints or account discrepancies, and answering questions.
• Meet client’s needs by listening and identifying the proper b1BANK product or service for the client.
• Tracking, recording, reporting, and storing information related to transactions, bank supplies, and clients, ensuring all information is accurate and complete.
• Responsible for accuracy in work.
• Handling currency, transactions, and confidential information in a responsible manner.
• Maintaining and balancing cash drawers and reconciling discrepancies as needed.
• May be responsible for multiple drawers. (Teller, Vault, and/or ATM drawers)
• If responsible for Vault and/or ATM keep cash stocked appropriately.
• Packaging cash and rolling coins to be stored in drawers or the banking center vault.

CLIENT SERVICE REPRESENTATIVE JOB DUTIES

• Onboard new clients while listening for the right products and services for our new clients by following our Client Experience steps.
• Managing existing client’s bank accounts by helping to facilitate the following:
  1. Opening and closing accounts
  2. Placing stop pays
  3. Issuing debit and gift cards
  4. Check ordering
  5. Online Banking and additional electronic services setup
  6. Filing disputes
  7. Wire Agreement onboarding
  8. Problem solving on client queries
• Expected to be an expert on b1BANK products and services.

MANAGEMENT JOB DUTIES

• Responsible for promoting a positive environment for team members and clients.
• Tracking, recording, reporting, and storing information related to transactions, bank supplies, and clients, ensuring all information is accurate and complete. This includes the All-In-One Log, Daily Checklist, Monthly Operational Audit, and Security Monthly Audit.
• Pull and actively contact clients on the NSF List each day by the deadline.
• Responsible for overseeing timely submissions required by other departments
• Facilitate and lead Weekly Connection Meetings
• Managing scheduling for banking center team members.
• Coach and mentor banking center team members as needed. This also included Quarterly Touchpoints and Annual Performance Evaluations.
• Support team with higher transaction limits and approvals.
• Resolving client concerns professionally, timely and with excellent communication.
• Ensure the banking center is clean, safe, and appearance is maintained.
• Responsible for accuracy in work.
• Keeping a clean, organized work area and a professional appearance.
• Using software to track bank information and generate reports.
• Following all bank financial and security regulations and procedures.
• To live by b1BANK’s Five Guiding Principles that guide our behavior and interactions with clients and each other every day.
• Represent the bank in the communities we serve by volunteering.

BUSINESS DEVELOPMENT JOB DUTIES

• Responsible for developing, maintaining and growing deposit and loan portfolios assigned to them or their banking center.
• Identify opportunities to meet client needs through non-interest income products such as, Treasury Management and Credit Card products.
• Meet or exceed annual deposit and loan goals set by Market Leadership.
• Participate in civic responsibilities by serving on the board of a chamber of commerce, workforce development, Kiwanis, Lions Club, Junior League, etc.

Minimum Job Requirements

• High school diploma or equivalent is required.
• Bachelor's degree is preferred.
• Four (4) years of banking experience is required.
• One (1) year of leadership experience is required.
• Experience can run concurrently.
• Ability to pass a background check.
• Exceptional time management, communication, client experience, and computer skills.
• Bilingual may be preferred.
• High level of accountability, efficiency, and accuracy.
• Professional appearance and courteous manner.