Full-Time Banking Associate

1 week ago


Price, Utah, United States EUCCU Full time
Job Overview

Salary: $18.25 Hourly

Position Summary

The Banking Associate is accountable for the precise execution of financial transactions while serving as a reliable source of information for clients, whether in the lobby, at the drive-thru, or via telephone. This role demands a friendly, professional, and confidential approach to assist customers and colleagues, ensuring a positive experience and reducing wait times.

Key Responsibilities

  • Efficiently handle financial transactions for checking, savings, and loan customers: receive funds, record transactions, and disburse funds as requested. Confirm transactions verbally with customers to ensure their needs are met and minimize errors.
  • Daily reconciliation of cash drawer to ensure transaction accuracy and report any discrepancies to the supervisor, while adhering to company policies.
  • Investigate, troubleshoot, and resolve inquiries from customers and internal staff regarding policies, practices, and products.
  • Process Traveler's Checks and money orders, accept currency for coin, verify amounts, and manage the redemption of bonds, as well as cash checks following established procedures.
  • Receive loan payments and savings deposits, address account inquiries, record payment amounts and dates, validate checks, and count cash payments.
  • Provide assistance to other departments and branches with transactions as required, supporting department and branch managers in fulfilling customer requests and merchant verifications.
  • Adhere to all company policies and procedures, as well as applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Interpersonal Skills

  • Exhibit courtesy, tact, and diplomacy as essential elements of the role. This position involves personal interaction with others both inside and outside the organization, generally concerning routine matters for the purpose of providing and obtaining information, as well as advising or referring, which typically necessitates brief discussions.

Qualifications

  • A high school diploma or GED is required.


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