Retail Sales Rep Floater
Bank of Luxemburg · Luxemburg, WI · 1 wk ago
Business DevelopmentInternship
JOB REQUIREMENTS
Due to a promotion, Bank of Luxemburg is hiring a full time Retail Sales Rep to float between all of our 9 locations! This position will work 35-40 hours per week including 1-2 Saturday mornings per month.
Position Summary
As an employee of the Bank, supports company culture and mission statement to “Have a Positive Impact on People's Lives”. Ensure prompt accurate service to all customers regarding their deposit and loan accounts. Initiates new business development opportunities and deals directly with existing customers to expand and strengthen banking relationships.
Principal Responsibilities and Duties
-
Maintain New Account Relationships
- A. Quotes rates and answers customer inquiries.
- B. Opens, services and makes changes as requested to all deposit accounts. Inputs account data onto platform system.
- C. Prepares customer direct deposit sign-ups.
- D. Opens and services safe deposit boxes.
- E. Formulates mandatory IRA customer distributions, completing required documentation for customer signature and processing IRA’s on system.
- F. Assists customers with imaging research and balancing accounts.
- G. Process wire requests (if applicable).
-
Develop New Account Relationships
- A. Accesses customer needs and recommends appropriate products and services to existing and potential customers by phone or personal visits.
- B. Follows up on new account relationships after 90 days.
- C. Makes appropriate customer referrals to all business areas of the bank.
- D. Attends and actively participates in team sales meetings.
-
Processes Teller Transactions
- A. Cashes customer checks.
- B. Handles savings and checking deposits, withdrawals and transfers.
- C. Process customer loan payments, utility payments and cash advance requests.
- D. Issues personal money orders and cashiers checks.
- E. Assists with customer phone transfers.
- F. Balances and verify cash drawer.
- G. Wrap coin and currency.
- H. Assists with processing daily Imaging.
- I. Maintains branch ATM machine (if applicable to branch).
- J. Orders and sells postage stamps (if applicable).
- K. Valut teller duties (if applicable).
- L. Order checks and tickets for customer through internal and external vendors.
- M. Identify and report potential fraudulant customer activity.
- N. Follow appropriate bank policies and procedures when completing transactions, placing holds when necessary.
- O. Quotes values and redeems savings bonds.
-
Acts as a Receptionist
- A. Answers incoming telephone calls and transfer to appropriate person.
- B. Greets customers, answer inquiries and direct them to the appropriate individual.
OTHER EXPERIENCE AND QUALIFICATIONS
- One year Banking Experience And Sales Experience Required.
- Bank Related Courses strongly recommended.
- Background in customer service and sales.
- Computer knowledge required. Proficient in Microsoft Office programs to include Word And Excel.
- Organizational And Problem Solving Skills Required.
- Able to work with all levels within the organization.
- Must have strong people skills, be detail orientated, organized and able to handle multiple tasks.
- Able to handle confidential information and positively represent the company.
APPLICATION INSTRUCTIONS
Apply Online