Customer Service Financial Representative

2 weeks ago


Price, Utah, United States EUCCU Full time
Job Overview

Salary: $18.25 Hourly

Position Summary

The Banking Associate plays a crucial role in delivering exceptional service while efficiently managing financial transactions. This position requires a commitment to providing accurate information and assistance to customers, whether in person, via drive-thru, or over the phone. The goal is to ensure a positive customer experience while minimizing wait times.

Key Responsibilities

  • Process financial transactions for customers with checking, savings, and loan accounts, ensuring accuracy and clarity in communication to meet customer needs.
  • Maintain daily cash drawer accuracy and report any discrepancies to the supervisor, adhering to established policies.
  • Investigate and resolve inquiries from customers and internal departments regarding banking policies, practices, and products.
  • Handle the issuance of Traveler's Checks and money orders, verify currency amounts, and process bond redemptions and check cashing in accordance with procedures.
  • Accept loan payments and savings deposits, providing account information and validating transactions as necessary.
  • Support other departments and branches with transaction processing and assist management in fulfilling customer requests.
  • Adhere to all company policies, procedures, and relevant 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 both internal and external stakeholders.

Qualifications

  • A high school diploma or GED is required.


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