Member Service Rep/Receptionist (Charlotte, NC) at TowneBank in Charlotte, North Carolina

Job Description:

Essential Responsibilities:

• Welcoming members to TowneBank, determining the nature of their business and directing them to the appropriate person or department.


• Operating the bank’s main telephone line and assisting callers by transferring them to the appropriate party or taking messages from the caller.


• Becoming familiar with TowneBank’s locations, hours, telephone numbers and individuals so that routine questions can be answered with ease.


• Handling monetary transactions for members and enters them in the Bank’s software programs and provides receipts


• Following the Bank’s security guidelines on a daily basis


• Staying abreast of the Bank’s check cashing policies and procedures and Federal Laws to verify checks and cash and examine documents for essential elements


• Reviewing member accounts in order to make appropriate decisions regarding the requested transaction


• Accurately keeping cash drawer in balance on a daily basis


• Promoting TowneBank and its products and services


• Providing exquisite service to members in person, on the phone or by email


• Displaying a professional appearance and behavior


• Handling other branch duties as assigned


• Obeying all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Minimum Required Skills and Competencies:

• Has basic computer skills including Outlook, Excel, Word and Bank software programs


• Has flexibility to learn and grow as new systems or processes emerge


• Has the ability to keep cash drawer in balance on a daily basis


• Has the ability to accurately process monetary transactions in a timely fashion


• Has a proven ability to give our members excellent service in person, on the phone, and by email


• Has the ability to work as an integral team player


• Is punctual

Desired Skills and Competencies:

• Prior receptionist experience


• Prior member service/teller experience

Physically you can anticipate to:

• Express or exchange ideas by means of the spoken word via email and verbally.


• Exert up to 50 pounds of force occasionally, use your arms and legs, and sit most of the time.


• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.


• Not substantially exposed to adverse environmental conditions.

Clerical Office/Admin