Banking Center Support Specialist (Full Time) - Plano na None

POSITION PURPOSE

Responsible for providing excellent service and maintaining strong professional relationships in the Bank with all associates.   Professionally, courteously, and promptly assist with resolving associate’s questions and/or problems.   Responsible for complete knowledge of a broad variety of financial services handled by Banking Center Associates; in order to support their questions, and/or problems.  Including but not limited to the following: Opening and closing accounts, renewing time deposit/IRA accounts, account maintenance for all products, and problem resolution.  Has extensive knowledge of all complex deposit products.  

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1.Assumes responsibility for the effective and professional performance of financial service functions.

• Works closely with all Banking Center Associates relating information.
• Provides Bank personnel with excellent services via phone calls, and emails.
• Presents and explains products and services to Bank Associates; including but not limited to opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds and wires.
• Solves problems by listening, collecting data, and securing answers.
• Maintains and projects the Bank’s professional reputation, while adhering to the Bank policies. 
• Consistently maintaining knowledge and training for all new and changing services, products, policies, and procedures.
• Assist associates with trouble shooting issues with errors received while using BPM.  
• Having complete knowledge of the share drive and how to navigate and direct associates to the proper procedure. 
• Completes required maintenance accurately, and promptly.
• Other duties as assigned.

2. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. 

• Keeps management informed of problems.
• Assist the entire team in all aspects.
• Assists management as needed with maintenance, and or training.

3.  Assumes responsibility for related duties as required or assigned.

• Assists other departments, as necessary
• Performs related clerical duties as needed.
• Keeps work area clean, secure, and well maintained.
• Maintains the privacy of customer information.

PERFORMANCE MEASUREMENTS

1. Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
2. Good business relations exit with customers.
3. Accurate and complete information about Bank products and services is provided.
4. Good working relationships and coordination exist with Bank personnel and with management. Appropriate assistance is provided to staff as needed.  
5. Required reports and records are accurate, complete, and timely.
6. Consistently meets established call quality standards.
7. The Bank’s professional reputation is conveyed and maintained. 

The above statements describe the general nature and level of work only.  They are not an exhaustive list of all required responsibilities, duties, and skills.  Other duties may be added, or this job description amended at any time.