Full-Time Banking Associate

2 weeks ago


Price, Utah, United States EUCCU Full time
Job Overview

Salary: $18.25 Hourly

Position Summary

The Banking Associate is accountable for efficiently handling financial transactions while serving as a knowledgeable resource for clients, whether in the lobby, at the drive-thru, or via phone. This role emphasizes delivering courteous, professional, and confidential support to ensure a positive customer experience and reduce wait times.

Key Responsibilities

  • Process financial transactions for clients with checking, savings, and loan accounts, ensuring accuracy by confirming details with customers to meet their needs effectively.
  • Maintain daily cash drawer accuracy, promptly reporting any discrepancies to the supervisor while adhering to established policies.
  • Investigate and resolve inquiries from customers and internal departments regarding policies, practices, and products.
  • Handle the issuance of Traveler's Checks and money orders, manage currency exchanges, and process bond redemptions and check cashing in accordance with procedural guidelines.
  • Accept loan payments and savings deposits, address account inquiries, and accurately record transaction details, ensuring validation of checks and cash payments.
  • Support other departments and branches with transactions as necessary, assisting management in fulfilling customer requests and verifying merchant information.
  • Adhere to all company policies and procedures, as well as relevant laws and regulations, including the Bank Secrecy Act and the Patriot Act.

Essential Interpersonal Skills

  • Exhibit courtesy, tact, and diplomacy in all interactions, as the role involves regular communication with individuals both inside and outside the organization, often concerning routine matters that require concise discussions.

Qualifications

  • A high school diploma or GED is required.


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