CSR

Planters Bank & Trust Company is an equal opportunity employer.

About the Role

Attentive to customer needs with a welcoming personality and a team-oriented attitude. This role focuses on promoting and maintaining positive relations with all customers and potential customers, opening new accounts, cross-selling bank products, and providing general office support.

Responsibilities

• Maintain a strict standard of confidentiality involving all transactions.
• Develop a working knowledge of all bank products.
• Promote and maintain positive relations with all contacts, customers, and potential customers.
• Comply with all department and company policies and procedures.
• Contribute to the fulfillment of department and bank’s objectives and goals.
• Meet and greet customers.
• Open and process new accounts, including DDA, Savings, and Certificates of Deposit.
• Promote the bank’s products and services; consistently cross-sell bank products at every opportunity.
• Research and answer customer inquiries; quote products and rates.
• Research and verify customer account information, and resolve problems for customers as necessary.
• Assist in answering the telephone and transferring calls to the appropriate personnel.
• Perform as a team member in allocating and coordinating the work flow.
• May train new employees and answer co-worker questions.
• Admit customers to safe deposit boxes and ensure the branch office adheres to all Bank safe deposit regulations.
• Assist loan applicants, check credit, and complete and process necessary documentation in accordance with Bank procedures.
• Serve as back-up Teller on an “as needed” basis.
• Follow any other job-related instructions and perform other job-related duties as requested by management.

Requirements

• High School Diploma or equivalent preferred.
• Basic Accounting knowledge.
• Strong verbal, written, and telephone/video communication skills.
• Computer skills: keyboard, word processing software, spreadsheet software, email, and use of the Internet.
• Must be comfortable being on camera and communicating with customers via video monitors.
• Excellent customer service skills.
• NCRC Certification minimum level of Bronze.
• Satisfactory Credit Bureau and Background Reporting.

Skills

• Proficiency with ten-key calculator, fax machine, photocopier, and Integrated Teller Machine.

Physical Requirements

• Sitting: 90%
• Standing: 20%
• Walking: 10%
• Fine Manipulation of Hands: 80%
• Lifting Frequently: 40 lbs
• Carrying Frequently: 40 lbs
• Bending/Squatting: Frequently