Primary Purpose of Job
Service our customers and possible customers, while maintaining a professional friendly demeanor. Must establish and maintain credibility in our local communities. Additional job duties are listed further down but are not all-inclusive. Must follow and enforce bank policies and procedures. Abide by and enforce all compliance regulatory requirements.
Required Experience & Skills:
Education & Experience:
Knowledge of Retail Banking Operations, Customer Service, and Cash. Ongoing education of compliance regulatory requirements is required.
Job Duties:
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Customer Service Representative/Teller Transactions
- Interact with Customers in person or telephone by determining their needs
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Onboard New Customers
- IRA and HSA support
- Be approachable to resolve customers concerns and handle sensitive private matters
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Ensure all required documentation is obtained and is kept current for Business Entities, Trusts, etc.
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Work closely with Operations to service customer needs
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Assist in Dormant Account and Bank Secrecy Act monitoring
- Credit Card Support
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May open early at 7:30 a.m. some days
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Process night drop vault deposits
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Handle customer phone calls
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Cash handling, verify incoming cash shipments
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Operate and maintain a check scanner and PC
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Operate computer software windows based (core)
- Operate a credit card terminal for customer cash advances
- Balance customer’s accounts
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Handle customer dispute of unauthorized charges to account
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Utility payments
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Order foreign currency
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Balance internal accounts
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Balance end of day to Bookkeeping
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Outgoing mailings
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Balance ATMs
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Assist Bank Courier (change orders process deposits)
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Stock incoming supplies
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Daily monitor reports (overdrawn savings, etc.)
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Sort & process (customer transactions) incoming mail
