Personal Banking Representative - Phoenix, AZ - Camelback

Personal Banking Representative - Phoenix, AZ - Camelback 

 

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Company Information:

Bell Bank was founded in 1966 and headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $10 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $25 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

 

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune. 

If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank be your destination workplace.

 

Bell’s Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.
• “Paying it forward” by giving back to the communities we serve.

Our Bottom Line:

Happy Employees! Happy Customers!

 

Job Summary:

This position represents Bell Bank to the customers in a courteous and professional manner, providing prompt, efficient, and accurate service in the processing of transactions in accordance with established policies and procedures. This position is responsible to work the teller area and customer service area as scheduled.

 

Primary Duties:

Teller Functions:

• Accurately complete teller transactions in accordance with established policies and procedures.
• Greet customers courteously and refer them to the appropriate area or individual.
• Meet monthly with Teller Supervisor in order to create and discuss goals, assess progress, develop personal steps for growth and provide feedback.
• Keep till, teller line, and customer areas neat and orderly at all times.
• Develop new business by referring new or additional services to existing customers and prospects.
• Maintain security and confidentiality of the bank at all times.
• Resolve customer problems, obtaining information, researching records and following up on details to resolve the matter to the customer’s satisfaction, whenever possible.
• Be knowledgeable of current fraud trends and report suspicious customer transactions to the appropriate department or individual.
• Be knowledgeable of the various Bank Secrecy Act requirements that apply to the teller transactions. (CTRs, Monetary Instrument Log, OFAC, etc.)

 

Flex Coverage:

• Communicate regularly with the Branch Manager to remain up to date on scheduling and staffing needs.
• Travel to different branches, as scheduled, for varying shifts.
• Respond quickly to requests for shift coverage.
• Attend periodic refresher training sessions, as needed.
• Collaborate with Manager to develop and achieve meaningful individual goals.
• Meet quarterly with Branch Manager in order to discuss goals, assess progress, develop personal steps for growth and provide feedback.

 

Customer Service and Customer Retention:

• Counsel customers regarding financial matters, advising them on products and rates, suggesting a strategy to obtain the best results based on individual desires and resources.
• Resolve customer problems, obtaining information, researching records and following up on details to resolve the matter to the customer’s satisfaction, whenever possible.

Production:

• Open business and personal accounts.
• Educate and advise on bank products and services through personal contact; loans, checking, savings, certificate of deposits, individual retirement accounts, and other retail