Account Representative, Sr. jobs in Boulder, CO

About The Role

Are you a customer service and sales extraordinaire ? Come join our team and help us continue our legacy of service excellence! We currently have an opening for a New Account Representative at our Oak Creek, CO Branch .

Our New Account Representatives are responsible for greeting customers visiting the branch and using the essential skills of effective communication and listening to meet the financial needs of customers and develop customer relationships.

New Account Representative’s perform routine teller and bank transactions, educate customers as to products / services available, open new and maintain existing deposit accounts and other customer services duties, promoting Bank of the San Juans by maintaining good customer relations and referring customers to appropriate staff for new services.

Our Customer Service Team is the face of our company, and our strongest champions of our Core Values : Honesty and Integrity, Service to the Customer, Teamwork, Respect for the Individual, and Giving to the Communities We Serve.

The salary range for this position is $18.00-$20.00 per hour. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

If you want to ACHIEVE YOUR DREAMS and help others in ACHIEVING THEIR DREAMS come and join our team. le.

Bank Happy. Work Happy. Right Here.

DUTIES AND RESPONSIBILITIES :

Teller Responsibilities

• Perform transactions for bank customers, including but not limited to : receive deposits, accept checks for cashing, accept loan payments, accept wire transfer requests, fill business change orders, issue cashier’s checks, redeem savings bonds, sell travel cards, process credit card advance requests, process telephone transfers, process and record night deposit transactions, process check orders, issue debit cards.
• Possess a basic knowledge of bank products such as checking, savings, and money market accounts, CDs, and e-banking services.

• Effectively sell and cross sell the services and accounts offered by the bank to best fit customers needs.
• Assist customers in reconciling accounts, closing accounts, and change of addresses as well as providing statement printouts and check copy requests.
• Answer incoming calls, direct calls, and take messages.
• Maintain daily balancing record by correctly balancing cash, locating overages or shortages, selling excess cash to vault and maintaining established cash levels in drawer.

Sort, count, and wrap money to be transferred to the vault.

New Account Responsibilities

Assist with wide variety of customer services including opening and maintaining deposit and savings accounts, safe deposit boxes, and e-banking products.

Prepare associated documentation and scan for record retention purposes.

• Assist customers with opening CDs / IRAs and educate customers as to penalties, earnings, etc.
• Use every customer contact as an opportunity to advise customer about additional services or programs that might benefit them.
• Maintain proficient knowledge of Bank of the San Juans deposit and consumer loan products and services to effectively present the appropriate solutions to the customer.

Compliance and Security

• Take responsibility for remaining compliant with all applicable banking laws and regulations as well as following company policies and procedures, management directives, security and operational procedures.
• Accountable for maintaining accuracy and attention to detail in all aspects of the job.
• Responsible for keeping all information related to customers, co-workers and the bank private and confidential. Assure that any private information is accessed only as it pertains to the performance of your position, being aware of others who can hear your conversations or view private information.
• Proactively protect Bank of the San Juans and its customers from counterfeit and fraudulent activity by staying current on fraud warnings and initiating discussion with customers regarding specific transactions to prevent potential loss to customers and Bank of the San Juans.
• Complete all required annual compliance training and continuing education to stay current with bank policy, regulations and licensing requirements.
• Responsible to stay aware of and adhere to the banks security policy. Notify management of any situation that may cause a security risk.

Additional Responsibilities

• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Adhere to Bank of the San Juans Company Core Values.
• Keeps management appropriately informed of area activities and of any significant problems.
• Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Bank of the San Juans.
• Provide superior internal and external customer service : must demonstrate self-governance, courtesy and respect toward external customers as well as internal customers (all organization personnel).
• Complete required bank and BVS training courses within assigned time frame(s).
• Represent Bank of the San Juans in a professional manner which includes a professional image, confidentiality, a positive can-do attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs.

Keep work area tidy and maintain customer privacy. Attends and participates in meetings as required.

Additional duties as requested or assigned.

Employee must be capable of interacting calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization.

Employee must be capable of regular, reliable, and timely attendance.

About You

QUALIFICATIONS :

• High school diploma or equivalent.
• Minimum of 6 months prior Customer service and Cash Handling experience is required.

KNOWLEDGE, SKILL, ABILITY :

• Proficiency in computer applications.
• Ability to understand and follow written and oral instructions.

WORK ENVIRONMENT :

• Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.
• Must be able to work Monday-Friday with rotating Saturdays.

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 this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to : sit; use hands in repetitive motions to finger, grasp, handle or feel;

and talk or hear, as well as be required to : stand; walk; and lift or reach with hands and arms. The employee may also be required to : crouch (Bending the body downward and forward by bending leg and spine), stoop (Bending body downward and forward by bending spine at the waist.

This factor is important if it occurs to a considerable degree and requires full motion of the lower extremities and back muscles), push (Using upper extremities to press against something with steady force in order to thrust forward, downward or outward), pull (Using upper extremities to exert force in order to draw, haul or tug objects in a sustained motion).

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.

Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management.

Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include : Medium work. Exerting up to 50 pounds of force occasionally, and / or up to 25 pounds of force frequently, and / or up to 10 pounds of force constantly to move objects.

Specific vision abilities required by this job include : The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures;

transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and / or operation / inspection of machines and / or using measurement devices at distances close to the eyes.

What We Offer

COMPENSATION & BENEFITS : Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position.

We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays.

Visit our website for more details!

COMPANY OVERVIEW : We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same.

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Last updated : 2024-04-23