Bank Service Representative
4 days ago
Job Summary:
A Customer Transaction Specialist serves as the primary contact with the public at First National Bank of Waterloo, responsible for comprehensive, prompt, and efficient customer transactions. This role requires knowledge of banking transactions, including cashing checks, accepting deposits, and facilitating basic cash receipt and payment services in accordance with the Bank's procedures.
Key Responsibilities:
- Deliver excellent customer service to all Bank customers, receiving and disbursing money to and from customers following defined policies and procedures.
- Accurately conduct all credit and debit transactions, including Visa payments, loan payments, and cash advances.
- Ensure accurate handling of checks presented via remote capture and verify cash drawer, balance, and prepare daily work.
- Learns and executes proper vault and ATM procedures and reports any discrepancies to the Center Manager.
- Maintain the Teller area that is secure and well-organized and maintain proper cash supply.
- Handle license sticker renewals and become knowledgeable on all bank products and services at a high level to properly direct customers.
- Provide input to Center Management on ways to promote positive customer interactions and perform other duties as assigned.
Requirements:
- High school diploma or equivalent.
- 1+ year related experience preferred.
- Basic cash handling experience required.
- Excellent customer service and communication skills required.
Physical Demands/Work Environment:
Individuals must be able to move about, stand, and have manual dexterity. The work environment is generally well-lighted, HVAC-controlled office. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
It is the responsibility of every Bank employee to maintain an effective BSA/AML/OFAC internal control structure, including suspicious activity monitoring and reporting. Every employee that comes in contact with a reportable transaction and/or suspicious activity should obtain the proper documentation and file the appropriate report in a timely manner.
The First National Bank of Waterloo does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.
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