Account Services Representative provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Account Services Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Description
GENERAL DESCRIPTION:
The Lobby Services Representative (“LSR”) will be primarily responsible for providing superior and quality service to customers through efficient and accurate financial transaction processing.
ESSENTIAL FUNCTIONS OF JOB:
Requirements
REQUIRED SKILLS:
PHYSICAL REQUIREMENTS and WORKING CONDITIONS:
While performing the essential functions of this job, the LSR is continuously required to sit, stand, talk, or hear; they regularly sit, use hands to handle or feel and frequently are required to reach with their hands and arms and occasionally stand, walk, climb or balance. The LSR may occasionally lift, move, push, or pull up to 10 pounds. Specific vision abilities required by this job include close vision. This is an indoor position and the noise level in the work area is usually moderate.
REQUIRED EXPERIENCE:
High school degree or higher; emphasis on office skills, shop skills or others, plus 12-18 months of related experience and/or training or equivalent combination of education and experience. Minimum of six months’ cash handling experience preferred.
REPORTING RELATIONSHIP:
This position reports directly to the Branch Manager, Assistant Vice President. The Branch Manager, Assistant Vice President reports to the Roanoke Market President, who reports to the President/Chief Executive Officer of American National Bank & Trust.
DISCLAIMER:
This job description is representative only and not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Duties and responsibilities may be changed, expanded, reduced or delegated by Management to meet the business needs of the organization.
This document in no way constitutes an offer of employment or a contract of employment. ANB&T reserves the right to modify job descriptions, policies, or any other procedural document at any time, for any reason, with or without prior notice.
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