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Banking Associate

2 weeks ago

Pittsburgh, Pennsylvania, United States Dollar Bank, FSB Part time

The Financial Services Specialist serves as a key team member, dedicated to delivering exceptional customer experiences and fostering a positive banking environment. This role involves interacting with customers, building relationships, and providing tailored support.

Main responsibilities include handling various financial transactions, such as deposits, withdrawals, and loan payments, for both individual and commercial clients. The Financial Services Specialist is also trained to recognize opportunities for referrals, enabling customers to explore additional banking solutions.

Requirements
  • A high school diploma or equivalent is required
  • Travel may be necessary for training purposes
Key Responsibilities
  • Process financial transactions using teller equipment for retail and corporate accounts, including deposits, withdrawals, transfers, loan payments, and cash advances
  • Meet referral targets
  • Ensure accurate cash handling and maintain security standards
  • Effectively manage a teller workstation while maintaining a balanced ledger
  • Practice multitasking to efficiently handle multiple transactions
  • Accurately count and manage cash
  • Demonstrate proficiency in using computer systems to access account information and process transactions
  • Stay up-to-date with bank products and guidelines through required training
  • Deliver high-quality customer service while processing transactions efficiently
  • Present a professional image and maintain a respectful demeanor
  • Uphold the highest standards of professionalism and integrity
  • Employees are expected to take ownership of risk management within their departments, adhering to Dollar Bank's risk management protocols