Essential Duties & Responsibilities:
- Adhere to all operational controls, including legal, corporate, and regulatory policies and procedures to ensure the safety and security of customers and bank assets.
- Drive efforts in the branch to identify and implement a positive overall customer experience which will build customer loyalty and add value.
- Present a positive, friendly and professional image to customers and fellow employees
- Identify sales opportunities and make referrals which support the sales efforts of the bank.
- Satisfactorily complete required compliance training and complies with all regulations which apply within the scope of the position.
- Receives checks and cash for deposits, verifies amounts, examines checks and cash for validity, ensure all transactional documents are properly endorsed and/or signed.
- Properly identify customers to protect both the customer and the bank from loss.
- Determine proper funds availability based on regulatory requirements and completes hold notices as needed.
- Use all sales tools, including profiling customers' needs through the use of various technologies and sales tools to ensure a consistent and valued customer experience.
- Responsible and accountable for maintaining an awareness of the features and benefits of the Bank’s products and services. Must be able to effectively explain features and benefits.
- Promotes and explains other financial institution services such as consumer loans, IRA’s, certificates of deposit, safe deposit boxes, and investment services, etc. while complying with disclosure requirements, regulations and consumer privacy policies.
- Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
- Refer customers to the proper individual or department for services that cannot be resolved at the front line.
- Deepen customer relationships by effectively cross-selling bank products and services.
- Resolve account service issues and respond to customer inquiries promptly and effectively.
- Responsible for buying and selling cash from the vault, ensuring cash drawer limits are not exceeded and cash drawer is locked whenever the personal banker is not in close proximity.
- Responsible for balancing cash drawer daily, adhering to retail balancing guidelines.
- Maintains currency logs and customer relationship management systems with appropriate information.
- Ensure work station and customer supply areas are well stocked and clean.
- Provides for the proper security of all non-public personal information.
- Promotes team efforts in all areas.
- Perform customer transactions including but not limited to the following
- Process checking deposits and withdrawals
- Process savings deposit and withdrawals including passbook updates
- Count and roll loose coins
- Issue money orders and bank checks
- Perform credit card cash advances
- Process night and mail deposits
- Assist with ATM balancing and coin machine servicing
- In accordance with established policies and procedures, the incumbent provides efficient, accurate and professional service to new and existing customers, in keeping with the Bank’s Mission and Vision. Service will be provided to customers with a consistent level of quality service, recognizing the need to retain and expand our customer relationships. The position is accountable to the Branch Supervisor.
- High School graduate or equivalent diploma is required.
No prior experience is required although there is a strong preference for an individual who has prior retail sales or customer service experience.
A valid driver’s license is required as travel from time to time may be necessary.
Good organizational skills.
A pre-employment assessment may be required.
Job Type: Part-time
Pay: $17.00 per hour
Experience level:
Physical setting:
Schedule:
Work Location: In person