Description
SUMMARY: Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments to consistently deliver a superior level of customer service.
Essential Duties and Responsibilities
- Possess strong knowledge of bank products and services, with the ability to recognize customer needs and cross-sell bank products.
- Participate in the bank's referral program and utilize applicable technology and/or programs to show results.
- Meet specific referral goals on a weekly, monthly, quarterly, and yearly basis.
- Operate and balance a terminal and cash drawer daily.
- Accept and process transactions including savings, checking, holiday savings accounts, loan payments, SDB rental payments, money orders/official checks, and cash withdrawals.
- Accept checks for cashing following FNB check handling procedures.
- Complete all required training courses.
- Be flexible and foster teamwork.
- Assist with duties related to money shipments and orders.
- Perform additional branch duties outside transaction processing as needed.
- Handle all cash, customer transactions, and information securely and confidentially.
- Make outbound sales calls to current and prospective clients.
- Maintain flexibility in work schedules to meet staffing needs.
- Maintain trustworthiness by keeping customer information confidential.
- Accept responsibilities and projects assigned by supervisors to add value.
- Work effectively in a team environment.
- Complete mandatory and elective training, including BSA and AML procedures, maintaining compliance with all rules and regulations.
- Maintain regular attendance.
- Perform other duties as assigned.
Education and Experience
- High School diploma or GED.
- Proven cash handling experience.
- Basic computer skills and familiarity with office equipment.
- Customer service and/or sales experience.
Qualifications
- High School education preferred.
Skills
- Customer service (preferred).
- Cash handling (preferred).
- Sales experience (preferred).
Note: This employer is an Equal Opportunity Employer and complies with all applicable laws.