In this role, you will be provide excellent service to clients by assisting them with processing routine financial transactions on a day-to-day basis in accordance with all Bank policy and procedures.
- Greet and service clients in a friendly and courteous manner. Answer phones. Provide account information, answer client questions and direct clients appropriately for further assistance as needed.
- Process client transactions, including but not limited to, cash and check deposits, withdrawals, check cashing, loan payments, issue official checks and money orders, transfers, general ledger entries, completion of CTRs, etc.
accurately and efficiently.
- Maintain an adequate cash supply at all times : buying from & selling to the vault as needed ensuring established drawer limits are not exceeded.
- Balance cash on hand, transactions processed and negotiable items daily and ensure that totals prove to the figures on record in the computer.
- May assist with retrieval and processing of ATM deposits and ATM Settlement.
- May assist with retrieval and processing of deposits made to Night Depository.
- May input wire transfers.
- May sell and purchase foreign currency.
- Complete ongoing training as required Compliance, HR, etc.
- Provide support for the Private Client Groups as needed.
- May be asked to assist in alternate Financial Centers.
JOB REQUIREMENTS :
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
- 0 3 years of customer service and sales experience, required
- Experience in financial services industry, preferred
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