ESSENTIAL DUTIES AND RESPONSIBLITIES
Promotes and cross-sells the Bank's products and services by assisting customers in their selection to meet their financial needs.
Performs safe deposit duties by opening accounts, controlling access, assisting customers and accepting rental payments.
Receives and places stop payment requests, check recorders and wire transfer requests.
Makes decisions regarding the opening of new accounts, completes forms requiring customer signatures, accepts initial deposits; prepare all documents and items pertaining to checking accounts, savings accounts and certificates of deposit.
Reviews reports necessary to job and maintains a superior level of accuracy in work.
Follows policies and procedures; completes tasks correctly and on time.
Provides assistance to Office Manager when needed.
Maintains confidentiality of customer information.
Ensures compliance with all bank policies and procedures.
Answers phones and directs callers to proper Bank personnel.
Processes all transactions efficiently and accurately. Cashes checks, savings withdrawals, confirms all necessary documents are properly authorized, in proper form and are within authorized limits.
Balances each day's transactions and resolves problems within given authority.
Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers.
May assist in opening and closing the vault daily, assists with balancing vault currency and coin.
Issues cashier's checks, travelers checks and money orders.
Accepts loan payments and items for collection.
Makes sure to maintain proper documentation of logs for monetary instruments sold when required.
Refers customers to the proper department for issues that cannot be resolved in their area.