New Accounts Representative - Stone's Corner

Join Southwest Missouri Bank at our Stone's Corner location as a New Accounts Representative.

About the role

This vital role provides prompt, courteous, and accurate customer service while assisting customers with deposit account products and banking inquiries. You will explain account services to prospective customers and assist in preparing applications for accounts. The position requires an in-depth working knowledge of bank products and services, with the ability to cross-sell products and services as appropriate.

Responsibilities

• Handle internal and external customer needs and inquiries by providing accurate, efficient, and confidential customer service.
• Maintain an in-depth working knowledge of accounts and products to assist customers in ways that best suit their financial needs.
• Recognize opportunities to cross-sell bank products and services to existing and prospective customers to meet company goals.
• Complete all necessary documentation for customers in accordance with bank policies and regulatory requirements.
• Prepare signature cards, check orders, transfers, and service charges.
• Inform and educate customers of procedures for applying for services, such as business accounts, personal accounts, certificates of deposits, individual retirement accounts, and safe deposit boxes.
• Drive deposit growth through customer and prospective customer calls and involvement in bank activities and community events.
• Monitor and assist overflow customers in the lobby waiting in the teller line.
• Fill in as a teller when schedules permit and assistance is needed (e.g., vacations, leave of absences).
• Participate in available training to strengthen job knowledge.
• Maintain a work area that ensures the safety of all negotiables and confidential records.
• Cross-train to cover other areas as needed and perform other related duties as assigned.

Requirements

• High school diploma or equivalent required.
• 6-12 months of prior teller or banking experience is required.

Skills

• Excellent customer service skills with active listening.
• Trustworthiness and the ability to act with integrity.
• Strong oral and written communication skills.
• Detail-oriented and service-focused with the ability to multi-task.
• Excellent sales and negotiation skills.
• Friendly and/or outgoing personality.
• Ability to prioritize and follow up as necessary.
• Basic computer skills (Jack Henry, Microsoft Word, Excel).
• Knowledge of office equipment such as printers, ten-key, and telephone systems.

Physical Requirements

• Must be able to stand for long periods of time.
• Must be able to sit, bend, squat, twist, and lift/carry coin bags weighing up to 50 lbs.