Note: We are currently focusing our search on a candidate who lives within 30 miles of Sulphur Springs, TX. This position is not eligible for remote work or relocation consideration.

POSITION PURPOSE

This position is responsible for performing tasks associated with all types of customer transactions via telephone, fax, mail, and e-mail. Promotes team participation throughout the department and organization. This employee offers the customer the highest degree of service and promotes all Alliance Bank’s products and services.

SKILLS, KNOWLEDGE, AND PHYSICAL REQUIREMENTS 

1. High School diploma or equivalency.
2. Ability to read, speak and write the English language, bilingual helpful.
3. Ability to offer Alliance Bank’s products and services.
4. Two (2) years of experience in banking, a call center environment, a job-related field of study; or a combination of education and experience providing equivalent knowledge.
5. A minimum of 1 year at Alliance Bank is preferred.
6. Ability to handle telephone calls to communicate effectively with proper grammar and telephone etiquette.
7. Must possess excellent interpersonal communication skills and have the ability to deal with and respond to employees, customers, third-party vendors, and salespersons with tact, diplomacy, and a sense of urgency.
8. Ability to solve problems by considering multiple solutions to the same problem or multiple methods of arriving at a solution.
9. Ability to communicate, solve problems, work in a group, and promote cooperation within the group.
10. Working knowledge of all banking applications to assist other bank employees.
11. Ability to operate basic office equipment including a PC with job-related software.
12. Ability to handle bank and customer transactions with a high level of confidentiality.
13. Knowledge of state and federal regulations.
14. Knowledge of Alliance Bank’s policies and procedures.
15. Knowledge of Alliance Bank’s products and services.
16. Schedules are prepared based on business needs and are subject to change at any time. This may include the need for evenings, weekends, or holiday coverage.
17. Office setting with moderately varied desk-oriented activity.
18. Ability to stand, bend, stoop, squat, and kneel.
19. Repetitive movement of finger, wrist, and hand.
20. Ability to lift 50 lbs.

ESSENTIAL FUNCTIONS AND BASIC DUTIES 

1. Personify Alliance Bank’s mission statement of The best in all we do.
2. Provide prompt, courteous, and friendly service.
3. Promotes Alliance Bank’s culture through all interactions modeling the Alliance Bank way of Customer Experience.
4. Assists customers with monetary and non-monetary transactions, including transactions such as general account inquiries, transfers between accounts, withdrawals by check, stop payments, and account changes.
5. Analyzes and resolves account discrepancies or customer concerns to a certain extent.
6. Responds to customer requests and questions about product and service information by telephone, fax, mail, and e-mail, including questions about accounts, loans, plastic cards, Internet banking, website, and bill pay service.
7. Uses a computer to access specialized databases for information, referrals, and research requests.
8. Perform certain debit card functions such as limit increases, travel notifications, adding cards to the warning bulletin, etc.
9. Maintains knowledge of current promotions, products, and services.
10. Acts as a customer advisor for the bank, uncovering, understanding, and acting upon financial cues to meet the customers’ needs.
11. Review and approve mobile and ATM deposits.
12. Review and approve remote deposit capture exceptions.
13. Establish, retain, and deepen relationships with banking center customers and potential customers to achieve sales goals and provide quality customer service.
14. Keep updated on all Alliance Bank policies and procedures pertaining to this position.
15. Attendance and punctuality are a must.