Responsibilities
- Promotes the sale of Bank products and services to customers through the bank’s defined sales process to maximize banking relationships.
- Adheres to and promotes the Bank’s Core Values.
- Responds to customer and prospect requests regarding service, products, account information, and processing requests for various banking services.
- Processes account openings by collecting and verifying identification and information as required by CIP/CDD in accordance with BSA, ensuring customers receive and understand disclosures.
- Processes transactions including account closings and executes changes following established procedures, deterring fraud by validating identification and signatures, checking documentation validity, collecting pertinent pedigree information, and examining checks.
- Verifies accuracy of monetary transactions using basic math skills and a calculator.
- Processes various customer transactions using the Bank’s core operating system and cash dispenser or cash recycler.
- Balances daily by counting cash, adding checks, listing transaction totals, and ledger items, identifying and correcting transaction errors.
- Ensures regulatory compliance by applying bank policies and procedures when processing transactions.
- Performs scanning of checks and ensures proper bank endorsement for accurate credit and settlement in accordance with Regulation CC.
- Sells currency back to the vault as necessary to mitigate risk and comply with set cash limits.
- Submits referrals to designated areas through appropriate channels.
- Assists with training of new teller trainees by demonstrating and teaching transaction processing, observing and correcting trainees, and assisting them in preparing to open their own teller box.
- Performs clerical tasks assigned by Branch Management Team including filing, locating account records, scanning work, and updating account information on the core system.
- Adheres to current shred procedures to be compliant with Regulation P.
- Analyzes and rectifies customer concerns through satisfactory verbal and written communications by following established procedures.
- Performs follow-up phone calls to customers to ensure exceptional service and receipt of all pending items.
- Acquires comprehensive knowledge of the products and services offered by the bank to provide accurate and relevant information to customers.
- Process ATM and Debit MasterCards for customers through the core system, ensuring correct information for appropriate delivery methods and to mitigate risk.
Requirements
- Banking experience preferred or relevant experience equivalent to a year.
- Above average verbal and written communications skills.
- Basic math skills.
- Knowledge of Bank products and services.
- Proficient with the use of a Personal Computer.
- Basic knowledge of Microsoft Office.
Skills
- Verbal communication
- Written communication
- Basic math skills
- Personal Computer proficiency
- Microsoft Office proficiency
Experience Level
- 1 year equivalent experience
Education Level
- High School Diploma or equivalent
- Pursuit of certification in life insurance, lending, or business banking expected
Salary/Compensations
- $831-$1,011 per week
