Universal Banker 2 CSR

Description

Objective: Serve the customers’ total financial needs working within Phoenixville Federal Bank and Trust’s core values of: Service to Others, Commitment and Honesty. 

Requirements

Action Steps:

• Enthusiastically greet each and every customer.
• Handle the mix of routine and unexpected requests while always maintaining a professional image.
• Routinely work to exceed goals within a “total team” approach and effort.
• Maintain and develop relationships with both customers and not yet customers by exceeding their expectations.
• Promote the Phoenixville Federal brand by participating in community activities.
• Continually seek out opportunities for self-development and professional growth.

Expected Outcomes:

• You contribute to the harmonious professional atmosphere within your branch.
• You work independently but closely with branch management regarding sales and service.
• You develop and maintain strong client relationships.
• You maintain an organized system for customer service tasks and follow up.
• You maintain an organized system for teller tasks.
• You achieve/exceed all assigned goals.
• You are prepared to accept new responsibilities and grow in your position or take the next step in your career with Phoenixville Federal Bank and Trust.
• All other duties as assigned by Executive Management.

Work Environment:  This job operates in a professional office environment.   This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

Physical Demands:  This is largely a sedentary role; however, some filing is required.  This would require the ability to move files, open filing cabinets and bend or stand as necessary.  Must be able to lift/move coin bags, file boxes, deliveries, water jugs weighing up to 50 lbs. This position frequently communicates with customers, co-workers, managers.  Must be able to exchange accurate information in these situations.