Customer Banking Specialist

Responsibilities

• Handles multiple transaction types such as accepting checks for cash and deposit, verifying cash, endorsements, and issuing receipts;
• Accepts deposits including bulk coin/currency, savings and checking deposits, issue cashier checks, and currency orders and shipments;
• Maintains proper cash levels in drawers and is responsible for keeping cash secure;
• Responsible for daily balancing of cash drawer;
• Responsible for handling over/short account in acceptable approved manner;
• Ability to balance ATM, Vault, Coin and cash GL Accounts;
• Performs minor account maintenance tasks, as trained and assigned per branch needs, including but not limited to address changes, debit card maintenance & check ordering;
• Refers customers to an internal team of experts when additional financial goals and needs are recognized;
• Educates clients on bank technology, such as mobile and online banking, ATM and ITM;
• Ensures safe and sound banking practices, including adherence to all applicable laws and regulations;
• Assists with online banking initial enrollment & assists clients via Q2 Assist;
• Must maintain confidentiality of client transactions and bank records;
• Ability to operate standard office equipment, such as computer work stations, typewriters, calculators, and copier;
• Thorough knowledge of bank operations, products, and services offered at the bank;
• Knowledge of banking laws and regulations including the Bank Secrecy Act;