MasonComets.Org

Objectives

Understand the importance of excellent customer service.
Greet potential customers in a pleasant manner.
Greet current customers in a pleasant manner and by name.
Continue to develop and improve necessary people skills.
Appropriately explain ,in detail, the terms and conditions for each account as well as the general terms and conditions for the bank.
Learn all necessary procedures of opening new accounts including Savings, Certificate of Deposit and Comet Classics.
Organize all necessary documentation so it is easily accessible as customers come into the bank.
Explain to customers the procedures for filling out the following:
     -Deposit slips
     -Withdrawal slips
     -Passbooks
     -Certificates of Deposits
     -Account sheets
     -Loan slips
Recognize situations and information that needs to be revised.
Work with minimal supervision.
Handle “down-time” by showing the initiative to help in other departments.
Update all CD information and have it approved by Vice President of Finance.
Create balance sheet and income statement for Finance Department.
Look for improvements and minimize mistakes.
Properly fill out the following:
     -New account sheets
     -Ledger cards
     -Passbooks
Follow through with daily tasks including the end of the day check lists.
Help with lunch marketing when needed.
Print all Certificate of Deposits and keep them supplied in the files.
Create new folders for all new customers and properly file all information.
Keep all information on instant loans and notify students and/or parents with late notices.