checking and savings accounts, CD's, loans, and general ledger (GL) accounts. Additional responsibilities include daily reconciling of various general ledger accounts, computer-oriented operations, handling telephone inquiries, processing incoming and outgoing returns and other day-to-day functions of the bookkeeping department, as needed.
Maintains exceptional customer service when working with or assisting all customers and employees. Sells and promotes all bank services in such a way as to enhance the bank's image within the community. EDUCATION/TRAINING/EXPERIENCE: Associate's Degree or higher in Banking or Business related field. LANGUAGE SKILLS: Strong reading, writing and verbal
skills to effectively present information and respond to questions from customers, prospective customers, and other employees. MATHEMATICAL SKILLS: Count, add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to calculate figures and amounts such as interest and percentages. REASONING ABILITY: Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Comprehend and understand bank operations, policies (manuals), and procedures. Reconcile problems requiring common sense judgment, tact, and on-the-spot decisions. Determine whether or not requests for confidential information should be granted
or refused. OTHER SKILLS: Basic understanding of computer-related operations.
Interpersonal skills to deal with customers in a courteous and professional manner. Basic understanding of debits and credits. Proficiency with ten key calculator. Computer skills in Microsoft Word, Microsoft Excel and database software to generate correspondence and reports. CERTIFICATES, LICENSES, REGISTRATIONS: None Required. SCHEDULE: Monday through Friday 8:00am-4:30pm. MUST HAVE SATISFACTORY BACKGROUND CHECK INCLUDING CREDIT HISTORY
image and engage in professional and friendly communication with customers Actively listening to customer needs and inquiries to determine appropriate service actions Refer any customer questions regarding products or services to the appropriate person Accurately enter customers' transactions into computer to record transactions and issues computer-generated receipts Cash checks and pay out monies after verifying signatures/endorsements are correct, written and numerical amounts agree, and accounts have sufficient funds Balance/count currency, coin, and checks in cash drawers by hand or using currency-counting machine, and calculate daily transactions using computers, calculators, or adding machines
Receive and count daily inventories of cash and drafts.
Monitor bank vaults and ATM's to ensure cash balances are correct. Order a supply of cash to meet daily needs Carry out special services for customers as requested in adherence to Bank policy Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits Identify transaction mistakes when debits and credits do not balance Arrange monies received in cash boxes and coin dispensers according to denomination.
Resolve problems or discrepancies concerning customers' accounts Explain, promote, or sell Bank products or services using computerized
information about customers to tailor recommendations Count, verify, and post armored car deposits Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items Perform clerical tasks such as typing, filing and answering multi-line phone system Performing all other duties as assigned SKILLS AND ABILITIES Ability to learn and use the Bank's PC hardware and software; in addition to being proficient in Microsoft Office products, including, but not limited to: Word, Excel, and Outlook Contribute to a work environment that fosters pride in being part of a winning team and promotes personal growth Ability to perform basic math; compute rate, ratio and percent; draw and interpret bar graphs Ability to read, write and comprehend simple instructions, correspondence and memos.
Effectively present information in a one-on-one and small group situation to customers and other employees. Interpret documents such as procedure manuals, work instructions, software manuals. Demonstrate strong oral/communication, organization, attention to detail and problem solving skills Ability to work in a team environment and take direction from management and supervisors Responsible for knowing and following Bank Security Act (BSA) and Customer Identification Program (CIP) regulations, policies and procedures Must have flexibility to deal with changing work hours and locations as needed EDUCATION & EXPERIENCE High School Diploma or equivalency preferred Minimum of one (1) year of experience in customer service/cash handling
