Universal Support - BankWest

Scope of Job:

Provide support to customers and bank staff which would include Universal Bankers, Business Banking Assistants, and Business Development Officers in the areas of deposit and loans in accordance to the needs and activity levels of the branch.

Process customer transactions accurately with the proper customer service standards while assisting loan documentation support to the Lending Staff in the branch with regard to compliance requirements and standardized procedures.

Primary Duties:

Responsible to actively greet each customer personally and by telephone. Handle incoming customer telephone requests for account, product, and service inquiries.

Responsible for the accurate processing of all customer deposit and loan transactions requested through the lobby, drive-up, or telephone. Including but not limited to; deposits, withdrawals, loan payment receipt, cashier check issuance, check cashing, credit card advances, savings bond redemption, check orders, wire transfer and ACH transactions.

Responsible to provide customer service, perform account maintenance and problem solve; according to customer need. This includes but is not limited to; stop payments, funds transfer, balance inquiry, address or other information changes, account balancing, debit card and web banking support.

Acts on behalf of and in support of Universal Bankers, Business Development Officers or Business Banking Assistants as needed in loan operations and other loan functions at the branch level. This may include typing, drafting letters, filing, checking reports, following up on requested insurance documents, distributing correspondence, assisting with loan documents, the placing of liens or release of liens, and other clerical duties. In addition, will ensure compliant fulfillment of loan documentation requirements.

Work to identify customer needs for additional Bank and Financial Service products; sell and refer Bank, Trust, Brokerage, and Insurance products and services to new and existing customers.

Open new personal and business accounts including; checking, savings, deposit, and IRA/HSA accounts; identify and recommend additional convenience services including web banking and debit cards. Close personal and business accounts as requested.

Requirements

Education:

A high school diploma or equivalent.

Experience:

2 years' experience in related field.