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Due to a recent promotion, Bank of Luxemburg is hiring for a full-time Retail Sales Rep to work out of our Fish Creek office! This position will work M-F 8:30am-4:30pm and 1-2 Saturday mornings per month in our Sturgeon Bay office.

Position Summary:

As an employee of the Bank, supports company culture and mission statement to Have a Positive Impact on Peoples Lives. Ensure prompt accurate service to all customers regarding their deposit and loan accounts. Initiates new business development opportunities and deals directly with existing customers to expand and strengthen banking relationships.

Principal Responsibilities and Duties:

1. Maintain Account Relationships

• Quotes rates and answers customer inquiries.
• Opens, services and makes changes as requested to all deposit accounts. Inputs account data into platform system.
• Prepares customer direct deposit sign-ups.
• Opens and services safe deposit boxes.
• Formulates mandatory IRA customer distributions, completing required documentation for customer signature and processing IRAs on system.
• Assists customers with imaging research and balancing accounts.
• Process wire requests.
• Assists customers with debit card disputes.
• Ensures customer data remains up to date and accurate. Performs updates as needed.

2. Develop New Account Relationships

• Accesses customer needs and recommends appropriate products and services to existing and potential customers by phone or personal visits.
• Follows up on new account relationships after 21 days.
• Makes appropriate customer referrals to all business areas of the bank.
• Attends and actively participates in team sales meetings.
• Assists customers completing credit card applications.

3. Processes Teller Transactions

• Cashes customer checks.
• Handles savings and checking deposits, withdrawals and transfers.
• Process customer loan payments,utility payments and cash advance requests.
• Issues personal money orders and cashiers checks.
• Assists with customer phone transfers.
• Balances and verify cash drawer.
• Wrap coin and currency.
• Assists with processing daily Imaging.
• Maintains branch ATM/ITM machine.
• Orders and sells postage stamps (if applicable to branch).
• Performs vault teller duties.
• Orders checks and deposit tickets for customers.
• Identifies and reports potential fraudulent customer activity.
• Follows appropriate bank policies and procedures when completing transactions, placing holds when necessary.
• Evaluates and places holds when necessary for transactions.
• Adds and performs maintenance on customer and non-customer information profiles.
• Assists with EFT card travel alerts and online banking and 24 hour banker inquiries.
• Prepares and processes cash buy and sell orders.

4. Acts as a Receptionist

• Answers incoming telephone calls and transfer to appropriate person.
• Greets customers promptly, answer inquiries and direct them to the appropriate individual.

Knowledge, Skills and Abilities Required:

One year banking or more than 1 year similar sales equivalent required. Bank related courses strongly recommended. Background in customer service and sales. Computer knowledge required. Proficient in Microsoft Office programs to include Word and Excel. Organizational and problem solving skills required. Ability to work with all levels within the organization. Must have strong people skills, be detail orientated, organized and able to handle multiple tasks. Able to handle confidential information and positively represent the company.

Competencies:

Technical skills, customer focus, approachability, closing, selling, personal accountability, trust and respect, and time management.