Location: Steiner Ranch

FULL-TIME

Summary:

The Branch Manager is responsible for the overall retail/deposit operations of the branch from a sales and service perspective. This position is also the liaison to Human Resource department.  The manager is responsible for developing the retail/deposit business at the branch.  Will works closely with the Marketing Director and Executive to implement bank wide and area wide specific development/growth plans.  Create and execute marketing strategy and tactics that utilize the following disciplines to improve customer experiences: Customer Loyalty Management, Customer Relationship Management and Customer Value Management.

Essential Duties and Responsibilities:

• Oversee the scheduling of branch sales and service staff, ensuring that the branch is open for business and able to provide superior quality service to the customer on a daily basis. Oversee facility condition and physical security monitoring.
• Handle the required human resource functions within the branch such as benefit enrollment paperwork, time clock, absentee accountability etc.
• Ensure that all operational functions in the bookkeeping and proof area are performed timely and completely.
• Provide assistance on customer relations, troubleshooting and problem solving.
• Report to Branch Executive on procedural issues in the teller and new account areas to ensure efficient and consistent workflow to centralized operations area. Report to Branch Executive on sales/service related issues. 
• Key liaison between the Lending officers and the commercial customers to facilitate the development of the deposit relationships, electronic products and any other products the customer would need.
• Maintain a cooperative work environment within the location and between other departments. Coordinate with Branch Executive on operational processes to maintain adequate controls and quality service to customers. Encourages staff to achieve cross selling goals both insured and non-insured products
• Hold regularly scheduled location meetings to ensure that entire staff is aware of the senior management concerns, successes, and upcoming activities. Conduct regularly scheduled meetings with direct report staff to discuss and follow up on issues, status, roadblocks, status etc.
•  Exercise management authority concerning staffing, performance appraisals, promotions, salary recommendations and corrective action. Incumbent shares responsibility for bank-wide morale and attitude, and sets the tone for teamwork and unity among locations.
• Provide support to Chief Operations Officer on key or specific project for overall success of the branch and bank wide.
• Ensure employees are crossed trained to handle all customer services request
• Ensure employees have a complete understanding of products and services offered

Effectively support staff by:

• Transmitting the Bank’s values, vision and direction
• Respecting and using the skills, expertise, experience and insights of people
• Providing direction and resources, removing barriers and helping develop people’s skills
• Communicating which includes helping people transform information into knowledge and learning
• Anticipating conflicts and facilitating a professional resolution
• Modeling behavior; and coaching employee to succeed
• Great cooperation with the Branch Executive and Chief Operations Officer
• Great cooperation with Compliance and Audit officers

Back-Up Duties and Responsibilities:

• Back-Up Teller when needed – General Teller Duties
• Back-Up New Accounts Representative when needed
• Answer Phones – General Customer Service Issues
• Branch facilities coordinator along with Branch Executive
• Balance ATM
• Back-up Vault Teller
• Electronic Banking knowledge of all products offered
• Technology Contact for main location
• Assist in other job duties throughout the bank when needed
• All New Accounts responsibilities

Knowledge, Skills, and Abilities:

• High school diploma or equivalent
• Two years bank operations experience
• Personal computer skills; Word/Excel/PowerPoint/Internet/E-mail/mobile phone
• Good interpersonal skills and knowledge of appropriate customer service
• Excellent verbal and written communication skills with all levels of staff, management and customers
• Ability to handle conflict both with customers and employees in a professional manner
• Organized and detail oriented
• Ability to maintain confidential information
• Valid Driver’s License and Auto Insurance as you may be required to drive between branches

DISPLAY_ULTIMATE_SOCIAL_ICONS]

Location: Leander Annex Building

Summary:

Primarily responsible for the monitoring of loan covenants, tickler management and spreading of financial statements and tax returns for prospective & existing loan customers. The position will require basic financial analyses and underwriting of loan packages for loan officers to include the following: trend, equity & ratio analysis, loan structuring, collateral analysis, guarantor analysis, and calculation of Global Debt Service Coverage. The position actively participates other Credit Administration duties as assigned.

Primary Duties and Responsibilities:

• Financial Tickler Management, Covenant Monitoring and Loan Documentation Review
• Generate financial ratios to evaluate a Borrower’s financial capacity
• Analyze financial information and assess the risk of offering credit to businesses and individuals
• Researches and summarizes industry information for potential and existing customers.
• Runs credit bureaus and background checks for potential and existing customers and guarantors to evaluate for potential credit worthiness and/or fraud.
• Identifies policy, collateral, and missing document exceptions.
• Identifies strengths and weaknesses of the relationship.
• Help prepare written credit memorandum packages for approval presentation
• Research, examine, and quantify the degree of credit risk involved in a credit
• Accompanies relationship managers on customer calls and site visits of potential and existing customers as necessary.
• Performs loan reviews/annual reviews on selected borrowers and guarantors for credit relationships of $2,500,000 and greater.
• Other duties and responsibilities as assigned

Knowledge, Skills, and Abilities:

• Basic knowledge of financial analysis, including cash flow analysis, balance sheet analysis, profitability, liquidity, and solvency analysis.
• Basic knowledge of Generally Accepted Accounting Principles (GAAP), taxation, legal forms of organizations, and business law.
• Ability to work on multiple tasks simultaneously and prioritize assignments to meet deadlines
• Strong analytical skills with an ability to interpret mid to complex financial information and identify relevant risks
• Strong verbal and written communications skills
• Knowledge of Microsoft Office applications (Outlook, Word, PowerPoint, Excel).

Preferred Education and Experience:

• Bachelor’s Degree in Business Administration, Accounting, or Finance
• One (1) or more years of relevant experience in credit/finance, banking or financial services industry preferred; or appropriate combination of education and experience.
• Completion of a formal credit program preferred, with specific training in financial statement analysis and cash flow analysis
• Exposure to Sageworks preferred

Job Complexity:

Decision Making:

Must be knowledgeable of risks in all areas of the Bank, and make sound decisions accordingly.  Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret regulatory requirements, and make operating decisions that enforce compliance. 

Consequence of Errors:

Errors may result in loss of customers, risk to the Bank, poor community image and regulatory citing.

Confidentiality:

This position has access to confidential records concerning the business and financial affairs of customers and employees.  This information should not be discussed except in the performance of required tasks.

Internal/External Contacts:

This position interacts with other employees and members of management.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.  Required to regularly stand; walk; climb stairs; sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.  May be required to lift and/or move up to 25 pounds on occasion.

SouthStar Bank is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Summary:

This position is responsible for performing duties related to consumer and business loan and Mortgage processing as well as consumer, commercial and real estate loan payments and credit line advances; establishing, monitoring and updating loan document files; working daily insurance and all life of loan servicing needs and monthly reports and promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

 Essential Duties and Responsibilities:

 DAILY

• Performs Prefunding duties for all Consumer Mortgage Loans to ensure compliance with regulations and procedures.
• Set up new loan file
• Verify adherence to Loan policy and Loan Administration procedures in daily work
• Perform all pre-funding requirements for all loans
• Scan loan documents and email to appropriate internal parties and/or Image and Book and set up Loans on our systems
• Review loan documents to ensure completeness and accuracy in accordance with Bank policies, procedures and compliance related issues (to be learned over time)
• Place documents in loan files, maintain filing in loan files as needed
• Purge documents from loan files in accordance with Record Retention Schedule
• Ensure that customer service inquiries are handled promptly
• Promote business for Bank by maintaining good customer relations and by referring customers to new services
• Assist AVP, Loan Operations Manager and Team Lead as directed in other duties as determined

WEEKLY

• Follow up on missing, incomplete or incorrect documentation
• Process assigned tasks as directed by AVP or Team Lead or EVP Credit Operations 

 AS NEEDED

• Access UCC searches, title work review, livestock inspections, and other due diligence as necessary by loan type
• Perform other processing duties as needed including open title with title companies
• Order flood determinations and mail notice (when applicable) to borrowers in accordance with bank policy
• Work with Loan Officers for timely closing and processing of loans and funding  
• Schedule or coordinate closings with all parties

MONTHLY

• Prepare reports to be emailed to Lori Singleton as directed and other duties assigned as special projects or cleanup on time to time basis

ANNUALLY

• Assist in year-end record retention for loan files and loan records by boxing up previous year’s files for storage or shredding loans files per record retention requirements
• Perform Note jacket/Collateral audit to system

Knowledge, Skills, and Abilities:

• High School Diploma or equivalent
• One to three years Lending/Banking/ processing experience (preferred).
• Personal computer skills; Word/Excel/PowerPoint/Internet/E-mail
• Good interpersonal skills and knowledge or appropriate customer service
• Excellent verbal and written communication skills with all levels of staff, management and customers 
• Organized and detail oriented
• Ability to maintain confidential information

Specialized Duties:  A Loan Processor 1 assists in any tasks Roni or your designate request be performed.

DISPLAY_ULTIMATE_SOCIAL_ICONS]

Location: Calvert

Summary:

This position is responsible for performing duties related to consumer and business loan and Mortgage processing as well as consumer, commercial and real estate loan payments and credit line advances; establishing, monitoring and updating loan document files; working daily insurance and all life of loan servicing needs and monthly reports and promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

 Essential Duties and Responsibilities:

 DAILY

• Performs Prefunding duties for all Consumer Mortgage Loans to ensure compliance with regulations and procedures.
• Set up new loan file
• Verify adherence to Loan policy and Loan Administration procedures in daily work
• Perform all pre-funding requirements for all loans
• Scan loan documents and email to appropriate internal parties and/or Image and Book and set up Loans on our systems
• Review loan documents to ensure completeness and accuracy in accordance with Bank policies, procedures and compliance related issues (to be learned over time)
• Place documents in loan files, maintain filing in loan files as needed
• Purge documents from loan files in accordance with Record Retention Schedule
• Ensure that customer service inquiries are handled promptly
• Promote business for Bank by maintaining good customer relations and by referring customers to new services
• Assist AVP, Loan Operations Manager and Team Lead as directed in other duties as determined

WEEKLY

• Follow up on missing, incomplete or incorrect documentation
• Process assigned tasks as directed by AVP or Team Lead or EVP Credit Operations 

 AS NEEDED

• Access UCC searches, title work review, livestock inspections, and other due diligence as necessary by loan type
• Perform other processing duties as needed including open title with title companies
• Order flood determinations and mail notice (when applicable) to borrowers in accordance with bank policy
• Work with Loan Officers for timely closing and processing of loans and funding  
• Schedule or coordinate closings with all parties

MONTHLY

• Prepare reports to be emailed to Lori Singleton as directed and other duties assigned as special projects or cleanup on time to time basis

ANNUALLY

• Assist in year-end record retention for loan files and loan records by boxing up previous year’s files for storage or shredding loans files per record retention requirements
• Perform Note jacket/Collateral audit to system

Knowledge, Skills, and Abilities:

• High School Diploma or equivalent
• One to three years Lending/Banking/ processing experience (preferred).
• Personal computer skills; Word/Excel/PowerPoint/Internet/E-mail
• Good interpersonal skills and knowledge or appropriate customer service
• Excellent verbal and written communication skills with all levels of staff, management and customers 
• Organized and detail oriented
• Ability to maintain confidential information

Specialized Duties:  A Loan Processor 1 assists in any tasks Roni or your designate request be performed.

DISPLAY_ULTIMATE_SOCIAL_ICONS]

Location: Urban South (shared coverage between Steiner Ranch, Bee Cave, and SW Austin)

FULL-TIME

Teller Functions (50%)

1. Always maintain a neat and organized work area.  Make sure that you have ample supplies on hand and your Teller/CSR station is properly set up prior to opening for business.
2. Count currency, coins, and checks received, by hand or using currency-counting machine.
3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
5. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
6. Enter customers’ transactions into computers in order to record transactions and issue computer-generated receipts.
7. Count and balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
8. Identify transaction mistakes when debits and credits do not balance when running proof.
9. Process transactions such as term deposits, retirement savings plan contributions, automated Teller/CSR transactions, night deposits, and mail deposits.
10. Prepare and verify cashier’s checks.
11. Process mortgage or other loan payments, verifying payment dates and amounts due.
12. Provide exemplary customer service via phone and in person.
13. Resolve problems or discrepancies concerning customers’ accounts.
14. Explain, promote, or sell other bank products or services.
15. Assist in balancing cash vault to ensure cash balances are correct.  Count, verify, and post armored car deposits.
16. Carry out special services for customers, such as ordering bank cards, check and internet banking products.
17. Follow compliance reporting procedures concerning CTRs, SARs, others
18. Assist in maintaining dual control and other bank logs such as: daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier’s checks; counter-checks; new account kits; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions.
19. Willing to travel to different locations within the organization.
20. Willing to cross sell all bank and non-banking products and services.

New Account Representative Functions (50%)

1. Perform Teller Duties as required.
2. Execute wire transfers.
3. Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes.
4. Answer customers’ questions, and explain available services such as deposit accounts, CDs, and IRAs.
5. Inform customers of procedures for applying for services such as Online Banking, ATM cards, direct deposit of checks, certificates of deposit and IRAs.
6. Learn and follow CIP policy when opening new accounts.
7. Obtain all necessary information and required documentation to open specific account type.
8. Use computers and computer systems/programs to set up functions, enter data, or process information.
9. Compile information about new accounts, enter account information into computers, scan and file related forms or other documents.
10. Compile, code, categorize, calculate, tabulate, audit or verify information or data.
11. Obtain credit records from reporting agencies.
12. Cross-sell other value-added bank products and services.
13. Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes.
14. Analyze information and evaluate results to choose the best solution and solve problems.
15. Refer customers to appropriate bank personnel in order to meet their financial needs.
16. Develop specific goals and plans to prioritize, organize, and accomplish your work.
17. Assess the value, importance, or quality of things or people.
18. Develop constructive and cooperative working relationships with others, and maintaining them over time.
19. Perform day-to-day administrative tasks such as maintaining information files and processing paperwork.
20. Monitor and review information from materials, events, or the environment, to detect or assess problems.
21. Handle complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
22. Willing to travel to different locations within the organization.
23. Willing to cross sell all bank and non-banking products and services.

DISPLAY_ULTIMATE_SOCIAL_ICONS]

Location: Franklin

FULL-TIME

Teller Functions (50%)

1. Always maintain a neat and organized work area.  Make sure that you have ample supplies on hand and your Teller/CSR station is properly set up prior to opening for business.
2. Count currency, coins, and checks received, by hand or using currency-counting machine.
3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
5. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
6. Enter customers’ transactions into computers in order to record transactions and issue computer-generated receipts.
7. Count and balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
8. Identify transaction mistakes when debits and credits do not balance when running proof.
9. Process transactions such as term deposits, retirement savings plan contributions, automated Teller/CSR transactions, night deposits, and mail deposits.
10. Prepare and verify cashier’s checks.
11. Process mortgage or other loan payments, verifying payment dates and amounts due.
12. Provide exemplary customer service via phone and in person.
13. Resolve problems or discrepancies concerning customers’ accounts.
14. Explain, promote, or sell other bank products or services.
15. Assist in balancing cash vault to ensure cash balances are correct.  Count, verify, and post armored car deposits.
16. Carry out special services for customers, such as ordering bank cards, check and internet banking products.
17. Follow compliance reporting procedures concerning CTRs, SARs, others
18. Assist in maintaining dual control and other bank logs such as: daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier’s checks; counter-checks; new account kits; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions.
19. Willing to travel to different locations within the organization.
20. Willing to cross sell all bank and non-banking products and services.

New Account Representative Functions (50%)

1. Perform Teller Duties as required.
2. Execute wire transfers.
3. Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes.
4. Answer customers’ questions, and explain available services such as deposit accounts, CDs, and IRAs.
5. Inform customers of procedures for applying for services such as Online Banking, ATM cards, direct deposit of checks, certificates of deposit and IRAs.
6. Learn and follow CIP policy when opening new accounts.
7. Obtain all necessary information and required documentation to open specific account type.
8. Use computers and computer systems/programs to set up functions, enter data, or process information.
9. Compile information about new accounts, enter account information into computers, scan and file related forms or other documents.
10. Compile, code, categorize, calculate, tabulate, audit or verify information or data.
11. Obtain credit records from reporting agencies.
12. Cross-sell other value-added bank products and services.
13. Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes.
14. Analyze information and evaluate results to choose the best solution and solve problems.
15. Refer customers to appropriate bank personnel in order to meet their financial needs.
16. Develop specific goals and plans to prioritize, organize, and accomplish your work.
17. Assess the value, importance, or quality of things or people.
18. Develop constructive and cooperative working relationships with others, and maintaining them over time.
19. Perform day-to-day administrative tasks such as maintaining information files and processing paperwork.
20. Monitor and review information from materials, events, or the environment, to detect or assess problems.
21. Handle complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
22. Willing to travel to different locations within the organization.
23. Willing to cross sell all bank and non-banking products and services.

DISPLAY_ULTIMATE_SOCIAL_ICONS]

Location: Hearne

FULL-TIME

Teller Functions (50%)

1. Always maintain a neat and organized work area.  Make sure that you have ample supplies on hand and your Teller/CSR station is properly set up prior to opening for business.
2. Count currency, coins, and checks received, by hand or using currency-counting machine.
3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
5. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
6. Enter customers’ transactions into computers in order to record transactions and issue computer-generated receipts.
7. Count and balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
8. Identify transaction mistakes when debits and credits do not balance when running proof.
9. Process transactions such as term deposits, retirement savings plan contributions, automated Teller/CSR transactions, night deposits, and mail deposits.
10. Prepare and verify cashier’s checks.
11. Process mortgage or other loan payments, verifying payment dates and amounts due.
12. Provide exemplary customer service via phone and in person.
13. Resolve problems or discrepancies concerning customers’ accounts.
14. Explain, promote, or sell other bank products or services.
15. Assist in balancing cash vault to ensure cash balances are correct.  Count, verify, and post armored car deposits.
16. Carry out special services for customers, such as ordering bank cards, check and internet banking products.
17. Follow compliance reporting procedures concerning CTRs, SARs, others
18. Assist in maintaining dual control and other bank logs such as: daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier’s checks; counter-checks; new account kits; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions.
19. Willing to travel to different locations within the organization.
20. Willing to cross sell all bank and non-banking products and services.

New Account Representative Functions (50%)

1. Perform Teller Duties as required.
2. Execute wire transfers.
3. Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes.
4. Answer customers’ questions, and explain available services such as deposit accounts, CDs, and IRAs.
5. Inform customers of procedures for applying for services such as Online Banking, ATM cards, direct deposit of checks, certificates of deposit and IRAs.
6. Learn and follow CIP policy when opening new accounts.
7. Obtain all necessary information and required documentation to open specific account type.
8. Use computers and computer systems/programs to set up functions, enter data, or process information.
9. Compile information about new accounts, enter account information into computers, scan and file related forms or other documents.
10. Compile, code, categorize, calculate, tabulate, audit or verify information or data.
11. Obtain credit records from reporting agencies.
12. Cross-sell other value-added bank products and services.
13. Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes.
14. Analyze information and evaluate results to choose the best solution and solve problems.
15. Refer customers to appropriate bank personnel in order to meet their financial needs.
16. Develop specific goals and plans to prioritize, organize, and accomplish your work.
17. Assess the value, importance, or quality of things or people.
18. Develop constructive and cooperative working relationships with others, and maintaining them over time.
19. Perform day-to-day administrative tasks such as maintaining information files and processing paperwork.
20. Monitor and review information from materials, events, or the environment, to detect or assess problems.
21. Handle complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
22. Willing to travel to different locations within the organization.
23. Willing to cross sell all bank and non-banking products and services.

DISPLAY_ULTIMATE_SOCIAL_ICONS]

Location: Southwest Austin

FULL-TIME

Teller Functions (50%)

1. Always maintain a neat and organized work area.  Make sure that you have ample supplies on hand and your Teller/CSR station is properly set up prior to opening for business.
2. Count currency, coins, and checks received, by hand or using currency-counting machine.
3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
5. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
6. Enter customers’ transactions into computers in order to record transactions and issue computer-generated receipts.
7. Count and balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
8. Identify transaction mistakes when debits and credits do not balance when running proof.
9. Process transactions such as term deposits, retirement savings plan contributions, automated Teller/CSR transactions, night deposits, and mail deposits.
10. Prepare and verify cashier’s checks.
11. Process mortgage or other loan payments, verifying payment dates and amounts due.
12. Provide exemplary customer service via phone and in person.
13. Resolve problems or discrepancies concerning customers’ accounts.
14. Explain, promote, or sell other bank products or services.
15. Assist in balancing cash vault to ensure cash balances are correct.  Count, verify, and post armored car deposits.
16. Carry out special services for customers, such as ordering bank cards, check and internet banking products.
17. Follow compliance reporting procedures concerning CTRs, SARs, others
18. Assist in maintaining dual control and other bank logs such as: daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier’s checks; counter-checks; new account kits; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions.
19. Willing to travel to different locations within the organization.
20. Willing to cross sell all bank and non-banking products and services.

New Account Representative Functions (50%)

1. Perform Teller Duties as required.
2. Execute wire transfers.
3. Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes.
4. Answer customers’ questions, and explain available services such as deposit accounts, CDs, and IRAs.
5. Inform customers of procedures for applying for services such as Online Banking, ATM cards, direct deposit of checks, certificates of deposit and IRAs.
6. Learn and follow CIP policy when opening new accounts.
7. Obtain all necessary information and required documentation to open specific account type.
8. Use computers and computer systems/programs to set up functions, enter data, or process information.
9. Compile information about new accounts, enter account information into computers, scan and file related forms or other documents.
10. Compile, code, categorize, calculate, tabulate, audit or verify information or data.
11. Obtain credit records from reporting agencies.
12. Cross-sell other value-added bank products and services.
13. Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes.
14. Analyze information and evaluate results to choose the best solution and solve problems.
15. Refer customers to appropriate bank personnel in order to meet their financial needs.
16. Develop specific goals and plans to prioritize, organize, and accomplish your work.
17. Assess the value, importance, or quality of things or people.
18. Develop constructive and cooperative working relationships with others, and maintaining them over time.
19. Perform day-to-day administrative tasks such as maintaining information files and processing paperwork.
20. Monitor and review information from materials, events, or the environment, to detect or assess problems.
21. Handle complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
22. Willing to travel to different locations within the organization.
23. Willing to cross sell all bank and non-banking products and services.

DISPLAY_ULTIMATE_SOCIAL_ICONS]