- Manage individual cash drawer and process customer transactions
- Maintain established teller cash drawer limits (top & bottom) and adhere to the work quality standards as outlined in the Teller Balancing Standards.
- Assist customers with account maintenance, service issues and inquiries to include but not limited to change of address, debit card servicing, stop payment, etc.)
- Assist with all bank functions (e.g. night drop, notary, ATM duties)
- Cross-sell additional bank products other than those requested by the customer.
- Achieve stated individual sales goals.
- Refer clients to other departments
- Provide exceptional customer service.
- Be flexible and adaptable to frequent changing environments, particularly important for Banking Associates who often work outside of their home branches.
- Be up to date with all technology and remote services.
- Attendance: Reporting to work on time and on scheduled day at your scheduled location.
- Face-to-face interaction with co-workers and the ability to work in a team environment.
- Perform other branch specific tasks as defined by the Banking Center Manager or the Assistant Banking Center Manager.
- Process loose coin and maintain the coin machine.
- Facilitates cash shipments/orders
- Assist in balancing vault and ATM cash.
- Order branch supplies as required by branch activities.
- Assist customers in entering their safe deposit boxes.
- Log activity and customer interaction in Synapsys
- Liaison to special projects.
- Computer/Software training.
- Product specific training (e.g. IRA’s).
- Quality customer service, including telephone etiquette.
- Bank security.
- Regulation CC (Procedures for placing holds on checks)
- HR training
- Bank Secrecy Act
- Privacy Act
- Other compliance training as assigned
Each Banking Associate must possess well refined verbal and written communications skills to effectively and efficiently execute their duties. Effective communication with subordinates, management, and customers will greatly impact the success of the branch.
Knowledge and Skills: (Any academic levels, years of experience or required skill)
Proficiency in the above listed “training” requirements will be expected of each Banking Associate. Due to differences in personal experiences and education levels, these skills will be evaluated on an individual basis. Each Banking Associate will be required to pass a product proficiency exam annually and adhere to teller balancing standard requirements.
Working Conditions: (How much time is spent standing, sitting, talking, use of hands, requirements to lift maximum weight amount and frequency)
Depending upon the role of the Banking Associate, the majority of the day is generally spent at either the teller window or at a desk. The BA position requires the ability to move about the office and continuously operate a computer and other office machinery. In addition, some duties require the ability to move 45lbs.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
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