Branch/Retail Banking Clerk

2 weeks ago

Santa Barbara, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering a contract for a permanent position as a Branch/Retail Banking Clerk to join our team in the financial services industry located in Santa Barbara, California. As a Branch/Retail Banking Clerk, your role will involve handling routine banking tasks, maintaining accurate client records, and providing exceptional customer service.

Responsibilities
• Efficiently process various customer transactions, including deposits, withdrawals, transfers, and cash advances.
• Maintain a balanced cash drawer by accounting for all cash transactions and returning excess cash to the vault.
• Utilize banking software to record transactions and issue receipts to customers.
• Assist customers in accessing other bank services by answering inquiries in-person or over the phone.
• Handle special customer requests like closing accounts, ordering checks, exchanging foreign currencies, and assisting with safe deposit boxes.
• Implement bank operations and security procedures, including participating in dual-control functions and auditing teller's currency.
• Ensure customer information confidentiality as part of bank operations protection.
• Stay updated with relevant laws and regulations by participating in online compliance training.
• Foster strong customer relationships through effective interaction and cross-selling of products and services.
• Exercise good risk management decisions, including adhering to guidelines for fraud prevention.
• Occasionally assist in coverage at other branch locations as required.
• Participate in Community Reinvestment Act (CRA) qualifying activities.
• Perform other duties as assigned.• The applicant should have at least a high school diploma or equivalent education.
• Prior experience in retail or branch banking is preferred.
• The candidate should have a strong understanding of banking transactions and operations.
• Demonstrated ability to accurately handle cash and financial transactions is required.
• Excellent customer service skills and a meticulous demeanor.
• The ability to work in a fast-paced environment and manage multiple tasks simultaneously is necessary.
• Proficiency in using computer systems and software commonly used in banking is required.
• Strong communication skills, both written and verbal, are necessary.
• The candidate should be meticulous and have strong organizational skills.
• The ability to maintain confidentiality and adhere to banking regulations is required.
• The candidate should be reliable and able to work flexible hours, including weekends.
• Knowledge of financial services products is a plus.
• The ability to work effectively as part of a team is necessary.
• Demonstrated problem-solving skills and the ability to make sound decisions under pressure are required.

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