Under general supervision and following established policies and procedures as well as all applicable banking laws and regulations, including BSA and AML, provides a variety of customer service functions, including product referrals and meeting Banking Center Associate Standards. Provide exemplary customer service. Process a variety of financial transactions in a timely and accurate manner. Maintain security of assigned cash, balancing each day’s transactions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Accountable for representing the bank in a courteous and professional manner; knowledgeable of 5 Winning Ways of Customer Service and implements on a daily basis. Meets or exceeds Secret Shop score expectations. This duty is
performed daily, about 20% of the time.
2. Has a basic working knowledge of and routinely refers customers to appropriate Great Southern services and products. Meets or exceeds referrals expectations. Consistently and accurately uses CRM program. This duty is performed daily, about 20% of the time.
3. Responsible for balancing each day’s transactions and verifying cash totals. Responsible for locating any cash differences and ensuring that they are properly documented and reviewed. Meets or exceeds balancing expectations. This duty is performed daily, about 20% of the time.
4. Processes all transactions efficiently and accurately. Meets or exceeds POD error expectations. This duty is performed daily, about 15% of the time.
5. Maintain confidentiality of customer account information, security alarm codes, and general codes used within the facility. Ensures effective implementation of bank security policies and procedures, and attends annual BSA
and Security training. This duty is performed daily, about 10% of the time.
6. Ensures full compliance with and implementation of all bank policies and procedures. Is familiar with and has working knowledge of appropriate banking regulations. This duty is performed daily, about 10% of the time.
7. All other special projects, reports and duties as assigned. This duty is performed weekly, about 5% of the time.
Minimum Education & Other Requirements
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Mental alertness and adaptability to office and field area work routines. Equivalent to four years high school or GED, with particular emphasis during high school in office skills, shop skills, or others, plus 0 to 6 months related experience or training. Or equivalent combination of education and experience.
Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; Ability to write routine reports and correspondence.
Ability to add, subtract, multiply and divide numbers. Ability to perform these mathematical skills using money and other forms of measurement.
CRITICAL THINKING SKILLS
Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
SOFTWARE SKILLS REQUIRED
Basic: 10-Key, Accounting, Alphanumeric Data Entry, Contact Management,
Database, Word Processing/Typing
INITIATIVE AND INGENUITY
Under immediate supervision, performs general assignments of work, with periodic check of performance by supervisor.
Limited responsibility with regard to specific assignments in planning time, method, manner, and/or sequence of performance of own work operations.
Performs work operations which permit infrequent opportunity for decision-making of minor importance and which would only affect the operating efficiency of the individual involved to a slight degree.
Moderate mental demand. Operations requiring almost continuous attention, but work is sufficiently repetitive that a habit cycle is formed; operations requiring intermittent directed thinking to determine or select materials, equipment or operations where variable sequences may be selected by the employee.
ANALYTICAL ABILITY / PROBLEM SOLVING
Repetitive. Activities or duties using a pre-determined set of processes or directions coupled with nearby supervision. Learned things in situations where choice is simple or patterned.
RESPONSIBILITY FOR FUNDS, PROPERTY and EQUIPMENT
Regularly responsible for property where carelessness or error would result in only minor damage or minor monetary loss. Almost continuous care and attention is required when handling this property in order to prevent loss.
Probable errors of internal scope should ordinarily be detected within the department or office in which they occur, but may affect the work of others within the unit, requiring additional expenditure of time to trace errors and make all necessary corrections. Errors would require a moderate amount of time to correct.
FREEDOM TO ACT
Established. Specific, detailed processes and instructions with immediate
ANNUAL MONETARY IMPACT
None. Job does not create any dollar monetary impact for the organization.
IMPACT ON END RESULTS
Modest impact. Job has some impact on the organizations end results, but still from an indirect level. Provides assistance and support services that facilitates decision making by others.
Frequent contacts with general public, patrons, or other outside representatives, wherein the manner of handling these contacts has a bearing on the organization's position and operation.
Contacts occasionally with others beyond immediate associates, but generally of a routine nature. May obtain, present or discuss data, but only as pertains to an immediate and specific assignment. No responsibility for obtaining cooperation or approval of action or decision.
USE OF MACHINES, EQUIPMENT AND/OR COMPUTERS
Regular use of complex machines and equipment (desktop/laptop computer and software, road and production machines and equipment, etc.)
Periodically exposed to such elements as noise, intermittent standing, walking, occasionally pushing, carrying, or lifting; but none are present to the extent of being disagreeable.
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, use hands to finger, handle, or feel, reach with hands and arms; occasionally required to walk, sit, climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up
to 25 pounds; regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; distance vision; and color vision.
Successfully complete a new teller training class passing the final test with a 90% or better score. A valid motor vehicle operator’s license and/or the ability to travel to training sites and other banking center locations are required.
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