Description

GENERAL SUMMARY:

This position is responsible for providing exceptional client service including efficient and accurate transaction processing.

STATEMENT OF EXPECTATIONS:

Community First Bank/HFG Trust expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance by:

• Adhering to the Companys policies and supporting Management decisions and goals in a positive, professional manner. 
• Representing the Company with a high level of integrity and professionalism.
• Maintaining knowledge and understanding of banking rules, regulations, laws, and all policies and procedures pertaining to them including but not limited to, the Bank Secrecy Act (BSA) Regulation E and Regulation CC.
• Demonstrate a willingness to adapt to changing business needs and deadlines.
• Possessing a work ethic that includes neatness and dependability.
• Exhibiting a professional, business-like appearance and demeanor.

LEADERSHIP WORK:

• Lead by example to create a positive can do environment that makes clients and employees feel welcomed and appreciated.

ESSENTIAL DUTIES:

• Provide remarkable service to our clients every day to include following the defined Service Standards as determined by the Company.
• Maintain a high level of security for all our clients on each and every transaction by following bank established protocols each and every time.
• On an interim basis, support our Deposit Operations team with on-line banking calls and questions. Assist with validating information as we implement a new online banking platform.
• Maintain an adequate cash drawer at all times, including buying and selling currency from the vault as necessary and maintaining a high level of security.
• Conduct routine transactions within limits and established guidelines (cash checks, accept deposits and loan payments, process withdrawals).
• Verifies cash and processes change orders.
• Identify transaction mistakes when debits and credits do not balance.
• Process transactions such as, night deposits and mail deposits.
• Process Health Savings Transactions.
• Order foreign currency/drafts, and place travel notices.
• Balance and submit batches throughout the day
• Balance cash drawer at end of shift, verify Deposit Review and conduct close of day after all batches have been submitted
• To be able to proficiently process wire transfer requests after completing appropriate training.
• Provide additional products including Cashiers Checks, Personal Money Order.
• Provides routine information concerning bank services and products to include account information and copies of statements; or directs client to appropriate department for specific information.
• Assist clients in accessing safety deposit boxes.
• Accepts stop payment on checks.
• Document scanning and reviewing.
• Proficiently answer client phone inquiries.
• Be proficient at all tasks associated with a CSS1 as determined by the Bank (provided separately).

Qualifications

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Requires High School Diploma or equivalent.
• Requires six (6) months cash handling and client service experience.
• Six (6) months banking experience preferred

KNOWLEDGE, SKILLS AND ABILITIES:

• Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both clients and co-workers.
• Proven skills and ability to work with electronic banking products and services.
• Mathematical skills.
• Strong communication and organizational skills.
• Detail oriented, high degree of accuracy.
• Competence with computers, telephone, 10-key calculator, and other office machinery.