GENERAL FUNCTION Provides assistance and quality customer service to retail employees and other bank employees. Completes daily tasks as assigned. MAJOR DUTIES AND RESPONSIBILITIES · Entry level into this area is concerned with acquiring the knowledge and skills to efficiently and accurately perform the duties of the department. · Follows established procedures and management policies to provide good system controls and files to safeguard financial information. · Maintains sufficient records for good audit trails of all transactions handled by the department. · Meets reporting deadlines as directed. · Performs job functions of the department, including but not limited to: o Edits, corrects, and processes transactions to customer accounts – processes research and adjustments. o Captures, indexes and manages customer documentation in centralized system- processes outgoing mail. o Verifies and balances bank accounts, monitors and clears exceptions. o Balances all teller related activities- processes incoming mail- processes returned mail- processes credit verifications. ADDITIONAL RESPONSIBILITIES: · Maintains accurate department records. · Assists in research on an as needed basis. · Knowledgeable of bank transcodes and their usage for all applications. · Knowledgeable of all bank products and services. · Performs any other duties needed in the maintenance of the department or any other department as directed by management. · Assists other departments as needed. JOB QUALIFICATIONS · High school graduate or equivalent. · One year of operational experience, customer service experience or equivalent. · Must be able to set priorities and demonstrate excellent organizational skills. · Good communication skills, both verbal and written. · Ability to interact well with all bank personnel. · Ability to perform repetitive tasks and to operate well within time restraints. · Demonstrated ability in working with computers. · Must be able to follow specific instructions. · Must have good motor skills, continuous movement of hands. · Ability to perform repetitive tasks. · Ability to sit for extended periods of time. · Demonstrates proficiency and commitment to excellence in performance of duties. · Knowledgeable of regulations governing transactions in relation to deposit and loan accounts · Individual has demonstrated aptitude for banking and begins developing a general knowledge of bank operations.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED