Job Purpose:

Delivers exceptional customer care while performing a variety of financial transactions accurately and efficiently. Addresses inquiries and maintains product and service knowledge to make referrals and leverage cross-sell opportunities to achieve financial center and bank growth objectives. Responsible for adhering to policy and procedures to minimize loss and maintain cash control of the bank’s assets.

Job Responsibilities:

1.

Provide exceptional service by developing customer relationships, including prompt acknowledgement of the customer, maintaining a friendly, courteous demeanor and professional image, and ensuring customer satisfaction with each transaction.

2.

Be responsive, knowledgeable, and timely with correspondence and problem resolution.

3.

Accurately and efficiently complete customer transactions, including but not limited to, cashing checks, processing deposits and withdrawals, savings account transactions, change orders, processing transfers, loan payments, redeeming bonds, cash advances, cashier’s checks, stop payments, wire requests, address changes and account maintenance. Also responsible for processing mail, night depository and ATM transactions, as applicable.

4.

Follow applicable policies and procedures, regulations, and security processes, completes necessary documentation and maintains customer trust and confidentiality.

5.

Maintain an extensive working knowledge of the complete suite of products and services offered.

6.

Responsible for balancing cash drawer and maintaining control and accounting of the Bank’s cash assets.

7.

Perform daily office responsibilities to maintain efficient operation of the financial center, including but not limited to: Bank Opening/Closing, Vault Opening/Closing, Cash Shipments, Handling Cash Drawers, Safe Deposit Box Opening/Closing.

8.

Responsible for achieving performance standards for referrals and cross-sell of products and services to achieve growth objectives.

9.

Maintain scheduling flexibility and effectively partner with financial center colleagues and management.

10.

Operate cash/bank technology systems.

11.

Participate in all applicable training, including BSA/AML, Reg CC, and additional training as required by the job function.

Job Qualifications: Describe the minimum qualifications needed to complete the job responsibilities.

Education

High School Diploma/GED required

Experience

Cash Handling experience; previous customer service/sales experience preferred. Must have at least moderate computer skills.

Licenses/Certifications

Management Activities: Check all that apply

Interview, select and train employees

Set and adjust their rates of pay and hours of work

Direct the work of employees

Appraise employees productivity and efficiency for the purpose of recommending promotions or other changes in status

Handle employee complaints

Discipline employees

Plan the work

Determine the techniques to be used

Apportion the work among the employees

Determine the type of materials, supplies, machinery, equipment or tools to be used or merchandise to be bought, stocked and sold

Control the flow and distribution of materials or merchandise and supplies

Provide for the safety and security of the employees or the property

Plan and control the budget

Monitor or implement legal compliance measures

Customarily and regularly direct the work of at least 2 or more full-time employees or their equivalent (1 full-time employee at 40 and 2 half-time employees at 20 hours each , are equivalent to 2 full-time employees).

Authority to hire or fire other employees, or makes suggestions and recommendations as to the hiring, firing , advancement, promotion or any other change of status of other employees are given particular weight.

Discretion & Independent Judgment: Answer all questions and provide multiple specific examples.

Question

Answer (If yes, give multiple examples)

Does this position have authority to formulate, affect, interpret, or implement management policies or operating practices?

Yes: Retail Operating procedures

Does this position have authority to commit the employer in matters that have significant financial impact?

No

Does this position have authority to waive or deviate from established policies and procedures without prior approval?

No

Does this position have authority to negotiate and bind the company on significant matters?

No

Is this position involved in planning long or short-term business objectives?

Does this position represent the company in handling complaints, arbitrating disputes or resolving grievances?

No

Does this position have authority to make an independent choice, free from immediate direction or supervision or make decisions or recommendations that may occasionally be reviewed, revised or reversed?

Yes: this position is required to resolve customer issues as they occur.

Physical Requirements: Indicate requirements that are representative of those that must be met to successfully perform the essential duties of this job.

Ability to speak and hear. Close and distance vision. Frequent sitting with some walking and standing. Frequently lifts/carries up to 5 lbs. Continual use of manual dexterity and gross motor skills with frequent use of bi-manual dexterity and fine motor skills.

Additional physical and visual requirements (check all that apply)

Identify and distinguish colors

Stand for long periods of time

Walk extended distances

Lift/carry 6-25 lbs.

Lift/carry 26-50 lbs.

Lift/carry over 50 lbs.

Reach hands and arms in any direction

Kneel and/or stoop repeatedly

Other:

Working Conditions: Indicate the environmental aspects of the job.

Continually works in normal office conditions and in close proximity to others.

Additional working conditions (check all that apply)

Outdoor weather conditions

Extreme cold (non-weather)

Extreme heat (non-weather)

Wet or humid conditions

Near moving or mechanical parts

On high precarious places

With fumes or airborne particles

Near toxic or caustic chemicals

Near risk of electrical shock

Near loud noises

In areas of strong vibration

Other: