Job Summary
Provides basic cash receipts and payment services in accordance with Bank's policies and procedures.
Performs customer service such as opening accounts, servicing existing customers and assisting
customers with inquiries concerning Bank's services. Responsible for the development of new business
relationships and maintaining existing relationships by recognizing selling, cross-selling, and referral
opportunities.
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Essential Duties & Responsibilities :
- Open the main vault daily.
- Receives checks and cash for deposits to accounts, verifying amounts, examining checks for
proper endorsements, and entering deposits into computer system.
Cashes checks and processes withdrawals; pays-out money after verification of customer'ssignature and account balance.
Issues negotiable instruments.Receives payments for mortgage, consumer, and other loans ensuring the payment amountmatches the balance due.
Process CTR transaction when presented.Counts and balances checks, and currency / coin packages.Balances cash drawer at the end of the shift and compares totaled amounts to the system, andgenerates proof of balancing. Reports any discrepancies to the supervisor.
Ensures that the workstation is properly stocked with forms, supplies, etc.Reports malfunctions of the computer terminals and any equipment used at the workstation.Responsible for checking / processing night depository bags and records the proper informationon the Bank's forms (dual control).
Responsible for daily and weekly balancing of the ATM, replenish cash as needed.Provides a complete range of customer services at the Bank, including opening new accountsDDA, savings, IRA's, CD's, etc.), explaining available products and services, while gathering the
customer's information in order to process new and / or existing accounts.
Performs maintenance services including, but not limited to wire transfers, change ofaddress / phone, stop payments, direct deposit, providing statements, etc.
Follow-up on all customers inquires in a timely and efficient manner.Carries out the Bank's client retention strategies.Follows policies and procedures related to the retail areas.Opens and closes Branch by following the established policies and procedures.Represents the bank in the community through good customer relations and businessorganizations.
Participates in all scheduled trainings and events that are required by the bank.Promotes the Bank's products and services.Support the team in activities and networking events as needed.Minimum Requirements :
High School diploma
Six (6) month Teller or cash handling Experience, as well as sales experience, particularly in cross selling products and services helpful but not necessary - willing to trainHigh level of accuracy requiredBi-lingual (English / Spanish) preferredExcellent written and verbal communication skills - both English and Spanish (preferred)Strong interpersonal skills, able to communicate professionally and interact with customers and individuals across the organizationAble to identify and resolve problems in a timely mannerGood organizational skills and detail orientedAble to work under pressureWork with integrity and ethically upholding organizational values
