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216 Jobs

 
 
Via: trcstaffing.com Apply / More Info
 
Full Details

Our client has a direct hire opportunity for a Deposit Solutions Representative.

This is a multi-functional role with duties similar to a Teller and/or Personal Banker

Responsibilities of the Deposit Solutions Representative

• Prospect new clients within the market area
• Adhere to all policies and procedures set forth by the bank and regulatory agencies
• Determine financial needs of current and prospective customers and refer them to the appropriate Quantum Bank professional
• Open new accounts including checking, saving, certificates of deposit (CDs) and Individual Retirement Accounts (IRAs), gather required customer data, ensure appropriate Compliance and Regulatory Policies and Procedures are followed
• Complete account maintenance and perform account research when necessary
• Greet and be the first point of contact for each client or prospect who walks into the bank lobby
• Provide efficient, professional and courteous customer service
• Provide consultation to prospects and existing clients to determine their financial needs and find the best solutions
• Recognize and cross-sell other banking products and services and direct opportunities to the appropriate department and/or banking professional
• Uncover opportunities for new business by:
Making out-bound business development calls to set appoints for the Branch Manager
Making out-bound customer phone calls and participating in branch call nights
Following up on referrals from other business partners and customers
• Meet goals assigned for new branch deposits and cash management referrals
• Complete account maintenance and perform account research when necessary
• Process deposits and loan payments, including night drop and mail deposits
• Pay and cash checks
• Receive, strap, store and ship money
• Balance and maintain ATM
• Conduct scheduling for other DSS’s within the branch (lunches, Saturday shifts, etc.)
• Control all cash transactions into and out of the vault
• Order and Sell Cash as needed for the Branch through FED (working with Retail Operations).
• Handle foreign collection items (Submit and Clear)
• Manage “proof process” so that work is scanned in a timely fashion every day regardless of staffing.
• Be an subject matter expert on Teller Policies and Procedures
• Assign and ensure ancillary duties and tasks are completed daily (mailroom, logging in mail, post office runs, etc.)
• Manage Courier Service

Qualifications

• Minimum 1 year experience in a sales and prospecting environment
• Minimum1 year experience in a customer service environment
• Exposure within a financial institution to both new account openings and teller transactions
• Computer literate
• High school diploma
• Strong communication skills, both verbal and written, both in English

Ideal:

• 1-3 years’ experience in a financial environment including exposure to new account openings and teller transactions
• Familiarity with word processing and spreadsheet software
• College degree

Please send resumes to Abigail.peterson@trcstaffing.com

*PRO

 
Map: Suwanee, GA
 
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