Service Associate

Overview

Small enough to care. Big enough to deliver.

A Service Associate provides a wide variety of customer service and teller functions involving the payment and receipt of money, customer accounts, and other general banking services. Participates actively in referrals of other bank products and services. Services customers with their accounts by accepting and processing deposits of all types in accordance with bank policies and procedures.

Responsibilities

Performs service associate daily duties in a teller window :

• Counting, strapping, verifying, packaging currency and coin
• Learns and uses products and services and related information
• Follows concepts and procedures outlined in the training and department policies adhering to regulatory requirements and customer service expectations.

Services customers with their accounts by accepting and processing deposits of all types in accordance with bank policies and procedures :

Associates at designated offices will learn and perform additional operational and customer service duties involving the handling and processing of collection items, foreign currency, and fed tax payments.

Associates at all other branch locations will be exposed to additional operational and customer service duties involving the closing of accounts, redeeming of certificates of deposit, processing of returned items, balancing of coin machine, and upon training, have the opportunity to open accounts. Branch associates also escort customers to and from the safe deposit vault following proper procedures.

Refers bank products and services to customers, as opportunities arise.

Participates in the Service Associate Scorecard program which involves various measurement systems, testing, and performance expectations. Works within the SA development program to improve knowledge, experience and performance.

Balances own cash drawer and prepares cash blotter. Notifies supervisor of any offages and follows review procedures.

Processes night drop deposit bags and envelopes.

Performs other operational duties associated with teller operations :

Qualifications

Created By : Compensation Range

The Perks!

RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.

Let's build something great, together.