Act as the pleasant front-response associate to all entering bank clients, greeting via lobby or phone in a positive, professional manner.
Cash handling with clients, including disbursements & deposits, and recording and proofing such transactions in accordance with well-defined routine Bank policies/procedures.
Accurately conduct all credit and debit transactions, including receiving checking and savings deposits/withdrawals, checking endorsements, and accepting checks for cashing.
Verify cash drawer, balance, and prepare daily work forms.
Issue traveler’s checks, money orders, savings bonds, and official bank checks.
Keep proper cash supply on hand and prepare daily proof records while maintaining an acceptable difference record.
Assist Banking Center Manager in maintaining accurate audit records as required by Banking Center Monthly Checklist and Semi-Annual Review.
Refer clients to appropriate banking associates for any product information requests or problem resolution.
Cross-trained to open new accounts and/or assist a personal banker with related duties.
Perform client service transactions, including: address changes, performing stop payments, taking check orders, giving account balances, accepting loan payments, and maintaining client records.
May assist in opening/closing procedures and night deposits/ATM transactions.
Works with other associates to ensure proper lobby management and security policies (including alarm functions, cash control, etc.).
Key Qualifications:
Polite, courteous, and respectful to all customers.
Use established procedures and guidelines under direct supervision.
Resolve basic client questions & problems. Consult or refer more complex issues to superiors.
Ability to learn the Bank’s line of products and services, relying on that knowledge to assist other associates and clients with questions
Limited decision-making – ability to follow instructions routinely and accurately.
Knowledgeable in financial institution operating policies and procedures, and banking regulations, state and federal.
Position requirements:
High school degree or equivalent (GED).
1+ years of previous Teller experience. Two or more years of heavy cashiering experience may be substituted for Teller experience.
Knowledge of bank products, services, policies, and procedures.
Proficiency with personal computers and other business equipment.
Knowledgeable in financial institution operating policies and procedures, and banking regulations, state and federal.