About this position
Description:
Act as the first point of contact for customers, delivering exceptional service, processing transactions in
accordance with bank policies and procedures, assisting with customer inquiries, and identifying and
referring cross-sell opportunities.
- Assist customers with transactional needs in accordance with established guidelines, brand model, and service standards, including answering inquiries about account balances, transaction history, service charges, interest rates, and more.
- Maintain daily operational standards, including cash drawer security, balancing the cash drawer, item capture procedures, counterfeit currency identification, and ensuring adequate supplies at the teller station.
- Possess knowledge of bank products and services and educate customers on emerging bank technology and digital solutions.
- Protect the bank from unnecessary risk by adhering to bank procedures and confidentiality guidelines, including currency transaction reports, suspicious activity reports, Regulation CC holds and documentation, robbery procedures, and more.
- Adhere to internal controls, operational procedures, and risk management policies, including security protocols for robbery, fraud, opening/closing processes, cash controls, and teller procedures.
- Ensure compliance with all bank policies and procedures, as well as applicable state and federal banking regulations.
- Perform other duties and responsibilities as assigned
- •Strong knowledge of banking operations, cash handling procedures, and regulatory compliance.
- Exceptional customer service skills, with the ability to handle difficult or sensitive situations with empathy and professionalism.
- Strong attention to detail and accuracy.
- Excellent communication skills, both verbal and written.
- Strong problem solving and decision-making skills.
- Ability to work independently with minimal supervision and make sound judgements.
- High School diploma or equivalent
- 1+ years’ experience; customer service experience in financial services or retail sales preferred
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.