Major Duties and Responsibilities for New Accounts Representative Level I & II include Explain the different types of bank products and services available to customers and assist them in the selection of the products that are most appropriate for their needs. Cross sell and/or refer customers to other bank products and services such as personal/business online banking, cr

Provide first line commercial/retail electronic payments support for operational onboarding, and customer support questions including but not limited to wires, ACH, RDC, bill pay, and debit card. Conduct review of wires and online account opening. Encourage customers to use all available self service tools Provide branch and/or customer support for e banking and treasury

Develop and implement strategies to enhance employee experiences at all touchpoints. Design and execute career development programs that support employee growth and progression within the organization. Drive FSBs training and development program, focusing on career advancement opportunities for all employees, including assessing needs, designing tailored training programs

Answer incoming telephone calls, determine purpose of calls, and directly help customers with transfers and account information when possible, or forward calls to appropriate personnel or department as necessary. Take and deliver messages or transfer calls to voice mail when appropriate personnel are unavailable. Greet customers in a timely and courteous manner, determine

Provide leadership and management for backroom bank operations teams. Oversees day to day processes of operations including personal electronic banking, non branch customer channels, fraud, BSA, and wires. Develop and maintain SME level knowledge of bank operations systems, regulations, established practices, processes, and initiatives. Monitor and facilitate ongoing impr

Prepare new and renewal loan documents and correspondence including letters, memoranda, and various forms and reports in rough draft and final draft form for the lending staff. Proofread for accuracy and correct errors. Prepare loan file with all appropriate documentation. Meet with lenders regularly to discuss Credit Authorizations and Loan Checklists to determine type o

Establish collaborative environment and implement the strategic direction of the division that supports the direction of the Bank, and periodically assess performance against Bank's strategic goals. Participate as a member of the Senior Management team in the development of the Bank's long range planning and strategic goals. Institute and direct immediate long range plann