JOB SUMMARYÂ
Provides basic cash receipt and payment services in accordance with financial institution procedures. Â Assists with support functions necessary to maintain deposit accounts and other services.
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ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Is responsible for comprehensive, prompt and efficient customer transactions. Â Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
- Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances
- Cross-sells financial institution services such as safe deposit boxes, savings accounts, IRA’s, CD’s, etc.
- Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Â Generates customer receipts.
- Places holds on accounts for uncollected funds.
- Counts, checks and packages coins and currency.
- Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Â Reports any discrepancies to the supervisor as necessary.
- Ensures that the teller station is properly stocked with forms, supplies, etc.
- Reports malfunctions of teller terminals and other equipment used at the teller station.
- May be responsible for checking night depository bags and recording proper information on the financial institution’s forms.
- Performs other duties as assigned.
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ADDITIONAL RESPONSIBILITIES:
- Attends seminars and meetings as appropriate
- Comply with all safety policies, practices, and procedures.
- Participate in proactive team efforts to achieve departmental and company goals.
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SUPERVISORY RESPONSIBILITIES:
- No supervisory responsibilities.
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KNOWLEDGE, SKILLS, AND ABILITIES:
- Customer and Personal Service – Knowledge of principles and processes for providing customer and personal services. Â
- English Language – Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Communication— Good interpersonal communication skills, both oral and written.,
- Bank Secrecy Act – In the performance of all the respective tasks and duties, employee will maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security and bank policies and procedures.
- Communication/Clerical Skills—Organizational and computer skills; ability to operate standard office equipment such as adding machines.
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EDUCATION AND EXPERIENCE:
- High school diploma or equivalent.
- Successful completion of in-house training program
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PHYSICAL/WORK CONDITIONS: Â Â Â In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Â Reasonable employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. Â While performing duties the employee is required to stand, sit, talk, hear, lift up to 20 lbs. frequently; may be required to work evenings and/or weekends, attend remote meetings and/or to travel.
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