Banking Center Representative
3 weeks ago
BASIC PURPOSE:
Provide high-quality customer service by accurately and efficiently completing bank transactions and identifying products to meet the financial needs of bank customers.
PRINCIPLE ACCOUNTABILITIES:
• Provide high-quality customer service within the branch, including:
• Cash checks according to bank policies and procedures.
• Accept deposits for checking and savings accounts; verify cash and checks received; determine proper short and long-term holds to be placed on deposited funds, in accordance with Regulation CC.
• Accept payments for various types of loans.
• Accept stop payments, revocations, stop ranges, alerts, address changes, check orders, deposit slip orders, telephone transfers, items for collections.
• Close checking and savings accounts.
• Process night deposits; mail receipts and records.
• Resolve customer's problems with scope of authority.
• Sell cashier's checks.
• Order Debit/ATM cards; notify 'Hot Card' department and complete unauthorized usage report.
• Contribute to overall banking center operations:
• Balance cash and daily transactions and ATM.
• Understand and ensure compliance for regulations and reporting, including but not limited to: BSA, OFAC, CIP, etc...
• Verify check orders.
• Prepare change order.
• Assist with opening and closing banking center.
Support a sales environment and actively seek opportunities to cross-sell bank products, make customer referrals in support of the retail scorecard goal.
Adhere to the policies and procedures in Teller Manual.
Attend and/or complete applicable and required training sessions.
EDUCATION, EXPERIENCE, SKILLS:
Education- High school diploma or equivalent (GED)
Experience- Three (3) months of cash handling, sales or related experience.
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