Janica Riza Rontos

• Greets clients as they enter the banking center and identifies client needs, promotes products and services and refers clients to the appropriate business colleague if needed.
• Opens new accounts, CD’s and cross-sells bank services.
• Rotates positions (i.e., CSR window) as needed in the banking center.
• Builds client loyalty; establishes client relationships, including addressing each client by name.
• Consistently delivers exceptional customer service to each and every client.
• Adheres to established bank policies, procedures and guidelines.
• Participates in retail sales programs to help meet personal and banking center goals.
• Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
• Assists banking center team in operational duties (ie., balancing the ATM, vault and end of day work) as requested.
• In absence of Banking Center Manager, may serve as backup if needed.
• Performs supervisory responsibilities as requested.
• Responsible for the completion of all 1 Source University and compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

• Performed tasks assigned to a Senior Officer or Senior Service Associate in their absence, including vault custodianship, inventory of supplies, and accountable forms.
• Handled account opening activities, particularly for preferred individuals and large corporate customers.
• Actively participated in cross-selling efforts to increase sales volume.
• Addressed inquiries related to account balances, deposit and investment products, prevailing rates, and other client concerns.
• Provided customer solutions while assessing risks and profit realization, ensuring a balance between customer and bank interests.

• Performed daily teller operations including cash and check deposits, withdrawals, encashments, internal transfers, and other routine transactions.
• Addressed client inquiries regarding charges, fees, currency conversion rates, and deposit-related information, ensuring clarity and customer satisfaction.
• Executed over-the-counter transactions while ensuring compliance with the bank’s internal policies, procedures, and regulatory requirements, maintaining a high standard of service.