Essential Functions & Key Areas of Responsibility
Performs duties under general supervision:
- Serve customers in person, through the drive-up window where applicable, and on the telephone in
accordance with bank policies. All customers will be provided exceptional service.
- Establish, retain, and deepen relationships with existing and new customers in the community
to achieve branch sales goals and provide exceptional customer service by maintaining
awareness of and information concerning available bank products and services.
- Perform security and maintenance of proper cash requirements in teller drawers, adhere to
authority limits, and balance teller drawer/cash with general oversight.
- Exchange foreign currency, complete change orders, process mail and night drop with
general oversight.
- Respond to customer inquiries, resolve issues, and recognize cross sales opportunities. Educate
customers on alternative channels to provide service. Elevate inquiries that cannot be
answered to appropriate responsible party.
- Perform banking services for customers including processing transactions accurately and efficiently
to build rapport, customer confidence, and trust.
- Adhere to all operational and security policies and procedures, including enforcing compliance and
privacy policies maintained by the bank. Ensure dual control procedures are followed as required.
- Manage risk in every transaction and detect fraudulent transactions to prevent losses. Report
suspicious activity, follow CIP and BSA procedures. Prepare Currency Transaction Reports (CTR).
- Complete all mandatory bank training. Participate in supplemental bank-coordinated educational
programs and training courses to increase job and industry knowledge as time permits.
- Perform additional duties including but not limited to; Ordering checks, address changes, working
daily reports, closing accounts, safe deposit box procedures, providing statements and copies as
requested by customer etc.
- Balance ATM Cash & ATM customer deposits.
- Issue debit cards and troubleshoot basic debit card issues.
- Perform routine business correspondence.
- Perform other related duties as assigned.