This position is responsible for processing transactions for customers. This position is responsible for helping customers benefit from the Bank’s products and services while being accountable for customer centric and needs based sales while utilizing the referral models. Work is performed within the framework of standard operating policies and procedures. Deviations from normal procedures and/or questions are referred to the supervisor.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Responsible to know and understand the Bank’s products and services to best meet the customer’s needs; participate in Bank and branch sales promotions and games, huddle meetings, sales meetings, and one-on-one meetings with manager; utilize Synapsys.
Responsible for ensuring customers have a positive experience by providing memorable customer service; responsible for the use of the Consumer Complaint/Comment process within Synapsys ensuring individual utilization and resolution.
Process transactions via the teller window; verify customer identity and documents produced; verify endorsement(s) and funds available; count currency; check transaction for accuracy and completeness; issue receipts; monitor and balance cash drawer; reconcile differences; maintain teller supplies.
Ensure security of assigned teller drawer and coin vault; maintain proper amount of currency in cash drawer; buy, sell, and verify currency; complete log books and bank slips; process large currency orders; count and bundle currency; process mutilated/unfit currency.
Process bank by mail, night deposits, loan payments, savings bonds, credit card payments and advances, transferring funds, Christmas club transactions, etc.; issue official checks, money orders, travelers checks, etc.
Balance ATM/ITM by following standard operating procedures to ensure safety and security of ATM/ITM and bank personnel.
Respond to loan payoff inquiries; contact Loan Department personnel or refers customer, as needed.
Receive insufficient checks from Deposit Services; present insufficient checks to customers and receives payment.
Identify the customer by name; provide customer service to individuals in person and over the telephone; explain the bank’s policies and procedures regarding transactions.
Serve as a safe deposit clerk by following all established policies and procedures; perform functions associated with the safe deposit area.
Attend mandatory bank meetings and training seminars, including but not limited to, the bank’s web based training program.
Comply with all banking regulations, policies and procedures.
NON-ESSENTIAL DUTIES & RESPONSIBILITIES include the following. Other duties may be assigned.
Maintain education and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED).
Possess a minimum of at least three months of cash handling or other related work experience.
Prior sales experience preferred.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
OTHER SKILLS AND ABILITIES
Operate office and bank equipment (e.g., personal computer and printer, 10-key calculator, typewriter, telephone, fax machine, copier, document scanner, television, check encoder, coin machine, currency counter, paper cutter, hole punch, debit/credit card scanner, dolly, safe deposit timer, vault timer, security system, etc.). Basic CRT inquiry.
KEY CONTACTS–Internal and External
Has frequent contact with all departments. Has constant contact with customers and vendors.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid driver’s license.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 25- 50 pounds. Specific vision abilities required by this job include close vision, and distance vision.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Position may require occasional travel to various locations for job related business.