GENERAL FUNCTION
Provides assistance and quality customer service to retail employees and other bank employees. Completes daily tasks as assigned.
MAJOR DUTIES AND RESPONSIBILITIES
- Entry level into this area is concerned with acquiring the knowledge and skills to efficiently and accurately perform the duties of the department.
- Follows established procedures and management policies to provide good system controls and files to safeguard financial information.
- Maintains sufficient records for good audit trails of all transactions handled by the department.
- Meets reporting deadlines as directed.
- Performs job functions of the department, including but not limited to:
o Edits, corrects, and processes transactions to customer accounts - processes research and adjustments.
o Captures, indexes and manages customer documentation in centralized system- processes outgoing mail.
o Verifies and balances bank accounts, monitors and clears exceptions.
o Balances all teller related activities- processes incoming mail- processes returned mail- processes credit verifications.
ADDITIONAL RESPONSIBILITIES:
- Maintains accurate department records.
- Assists in research on an as needed basis.
- Knowledgeable of bank transcodes and their usage for all applications.
- Knowledgeable of all bank products and services.
- Performs any other duties needed in the maintenance of the department or any other department as directed by management.
- Assists other departments as needed.
JOB QUALIFICATIONS
- High school graduate or equivalent.
- One year of operational experience, customer service experience or equivalent.
- Must be able to set priorities and demonstrate excellent organizational skills.
- Good communication skills, both verbal and written.
- Ability to interact well with all bank personnel.
- Ability to perform repetitive tasks and to operate well within time restraints.
- Demonstrated ability in working with computers.
- Must be able to follow specific instructions.
- Must have good motor skills, continuous movement of hands.
- Ability to perform repetitive tasks.
- Ability to sit for extended periods of time.
- Demonstrates proficiency and commitment to excellence in performance of duties.
- Knowledgeable of regulations governing transactions in relation to deposit and loan accounts
- Individual has demonstrated aptitude for banking and begins developing a general knowledge of bank operations.