Banking Associate

2 weeks ago


Turlock, California, United States Westamerica Bank Full time
Job Summary

Westamerica Bank is seeking a skilled Banking Associate to provide exceptional customer service and promote sales of bank services and products.

Key Responsibilities
  • Deliver 5 points of service to external customers, adhering to QIS standards and actively contributing to team success through clear communication.
  • Promote sales of bank services, meeting a goal of $110/FTE per month on average, and cross-sell appropriate products and services to clients and prospects.
  • Meet established standards for accuracy and compliance, un-located cash differences, operating losses, and BSA errors to be within established limits.
Requirements
  • Good customer relations and basic math skills required.
  • Ability to work in an office environment and occasionally perform job duties outside of the typical office setting.
Work Environment

The work environment is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equipment Used

10-key machine, Microsoft-based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment.

Decision Making
  • Accept and process checks of bank customers written to non-customers when proper documentation is produced.
  • Identify best approaches to obtain additional data from customers when there appears to be questions about the legitimacy of their requested transactions.

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