Service Associate

3 months ago

Stamford, United States Patriot Bank, N.A. Full time

Accurately and efficiently processes all customer transactions in accordance with established policies and procedures, while providing excellent customer service. Contribute to the overall sales and service goals of the branch by supporting sales plans that are aligned with the overall business targets. The Service Associate is a key banking position that makes up the frontline within the Branch, and acts as a resource in identifying, resolving, and processing client servicing and transaction requests.

Primary Responsibilities

  • Perform daily banking transactions using the TCR such as, but not limited to, deposits, withdrawals, check cashing, maintaining and reloading ATMs, and requests for account information.
  • Cross-sell and up-sell bank products by answering inquiries, inform customers of new services and product promotions, determine customer needs, and refer to platform as appropriate.
  • Maintain logs and process mail, night drop and ATM transactions.
  • Record transactions by logging Cashier's Checks, Money Orders, and other special services.
  • Prepare and submit counterfeit currency and suspicious transaction reports.
  • Perform daily, monthly, quarterly, and annual audits to ensure operational soundness.
  • Perform daily cash drawer and branch balancing by proving cash transactions and electronic journal entries against end of the day totals, count and package currency and coins for shipment.
  • Reconcile check transactions and submit a batch deposit daily prior to completing the branch proof.
  • Comply with bank operations and security procedures by performing all dual-control functions and participate in monthly security meetings.
  • Assist other branch personnel as required.
  • Must be willing to work flexible shifts including Saturdays and be willing to cover other branches when needed.
  • All employees are responsible for compliance with the Bank Secrecy Act and in some roles, OFAC regulations. Depending on your job responsibilities, more or less aspects of the regulations may apply, but at a minimum, all employees are responsible for reporting suspicious activity they identify in the course of performing their job duties. This includes activities conducted by customers, fellow employees, board members, and vendors.
Requirements
  • Good communication skills.
  • Attention to details.
  • Strong math aptitude.
  • Excellent customer service abilities and able to build customer relationships.
  • Must be a team player with willingness to work in other branches on an as needed basis.
  • Strong sense of integrity and personal ethics.
  • Solid working knowledge of Bank products and services.
Experience
  • Experience in cash handling is preferable.
  • Basic PC, MS Word and Excel proficiency.
  • Previous experience in customer service and/or sales experience is helpful.
Education
  • High School Diploma or GED.

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