Under limited direction is responsible for enhancing the customer experience through highly accurate transaction processing while knowledgeably and courteously answering customer questions regarding banking services. Follows bank policies and procedures and adheres to applicable government regulations. Performs a variety of account maintenance duties and may open new accounts. Balances each day’s transactions and verifies cash totals.
Essential Functions
1. Customer Service
- Provides excellent customer service by handling customer requests competently and courteously including prompt acknowledgment of every customer.
- Understands the Bank’s product and service offerings and identifies customer financial needs and offers solutions by engaging the customer in an appropriate conversation and establishing rapport.
- Resolves customer questions and/or problems by making observations, listening and asking questions. Refers the customer to a supervisor or appropriate department.
2. Operations
- Accepts and processes deposits, night drop deposits, loan payments, cashes checks and processes other transactions according to established procedures.
- Approves customer transactions in accordance with established authority levels/limits.
- Opens new accounts accurately following established procedures and obtains supporting documentation as required.
- Verifies cash received from vault and balances cash drawer daily
- Assists in completing Branch Certifications.
- Performs various administrative duties such as filing, answering phones, ordering supplies and maintaining work area in a neat, orderly and professional manner.
3. Compliance
- Maintains current knowledge of branch operations, bank products and services and applicable regulations. Operates in compliance with operational regulations and security policies and procedures.
4. Other
- Performs various other duties and projects as assigned.
- Refer to Branch Services Specialist Development Plan for specific competencies required at 90 days, 6 months, 9 months, and 12 months of employment.
