Job Summary: Provides accurate cash handling and positive client relations while performing a variety of service functions, including cashing checks, processing savings, checking, and loan transactions. Also sells cashiers checks and travelers checks. Is responsible for balancing each days transactions and verifying cash totals.
Primary Duties/Responsibilities: This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.
Represents the bank and oneself in a positive, courteous, friendly, and professional manner.
Provides prompt, efficient, and accurate service in response to requests, inquiries, or problems concerning service associate services provided by the bank.
Builds and maintains relationships with clients. Provides a superior level of service by identifying clients needs, and recognizing and acting upon opportunities to refer and sell services and/or products provided by the bank.
Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability, and enters transactions into bank records via an online service associate terminal.
Cashes checks and pays money from savings and checking accounts upon verification of signatures and client balances. Inspects all checks, bonds, cashiers checks, savings withdrawals, and so forth to determine their negotiability.
Maintains adequate cash and coin supply in drawer, while staying within maximum limits. Keeps currency and coin in a neat and orderly arrangement.
Balances drawer and coin vault daily.
Prepares change orders for clients, receives payments for loans and distributes to proper channels, and sells cashiers checks and travelers checks.
Complies with all relevant regulatory requirements. Completes and records accurate documentation on large transactions.
May be asked to cross train and support Personal Banking function on occasion.
Performs other relevant duties as assigned.