Bank Courier

Summit Bank•Bend, OR

8d•Onsite

About The Position

The Business Courier/Client Services Representative provides motor-vehicle pickup and delivery services to bank clients while also performing in-person client transactions and teller activities. The role builds client rapport through friendly, professional service and handles research requests, loan and deposit transactions, balancing, and other banking services. The employee is accountable for following Bank policies and procedures and applicable state and federal banking laws and regulations. The position requires accurate, timely communication by phone, electronic, and standard mail; strong organization and judgment; independent work; and the ability to perform both courier and branch-service duties. The schedule is Monday from 10:00 a.m. to 3:00 p.m. and Tuesday through Friday from 8:30 a.m. to 5:30 p.m. The position provides one paid 15-minute break for each four hours worked and one unpaid 60-minute meal break. It reports to the Branch Operations Supervisor and is classified as non-exempt and full-time.

Requirements

High school diploma or equivalent.
Ability to establish and maintain excellent working relationships with clients, managers, and colleagues.
Professional and personable presentation and ability to maintain a high level of energy.
Team-oriented approach.
Good verbal, written, and interpersonal communication skills, including the ability to speak clearly and follow instructions using common sense.
Good attention to detail.
Ability to read, analyze, and interpret technical procedures and processes.
Intermediate computer-operation skills sufficient to meet the production needs of the position.
Good organizational and time-management skills.
Ability to work with minimal supervision and handle confidential information with discretion.
Ability to perform repetitive hand and finger movements, including grasping, wrist twisting or turning, typing, writing, filing, and counting currency.
Ability to push and pull to open and close drawers and cabinets, and to walk frequently within the Bank to assist clients and staff.
Ability to sit and/or stand for extended periods at an assigned station; bend and/or reach; and lift and carry up to 30 pounds.
Continuous clarity of vision at 20 inches or less for normal work processing.

Nice To Haves

One year of teller cash-handling and customer-service experience is preferred.
Previous cash-handling, banking, and/or client-service experience is desirable.

Responsibilities

Greet clients entering the branch, offer banking products and services, direct clients to the appropriate area, and refer them to a Lending Advisor or other team member as needed.
Explain banking products and services and assist clients in selecting services suited to their needs.
Process savings, checking, and loan transactions; issue cashier’s checks; provide counter checks; place orders; post transactions and information to the computer system; and balance the prior day's general ledger work.
Cash checks according to Bank policy.
Retrieve and process night-drop contents; assist with vault cash and coin-machine balancing; order checks; send and receive wires; assist with safe-deposit-box access; and handle wire transfers, foreign check deposits, and foreign cash orders.
Balance the cash drawer, reconcile daily transactions, prepare end-of-day deposits, and post transactions needed to resolve cash overages or shortages.
Answer client calls professionally, identify client needs, offer relevant banking services, and collect contact information for follow-up when appropriate.
Maintain familiarity with the Customer Information File system and signature-card files, and report discrepancies to the Branch Operations Supervisor or Compliance/Risk Officer.
Explain online banking services to new and existing clients.
Use a computer terminal or personal computer to process account transactions, maintain account data, determine balances, and resolve problems within assigned authority.
Answer, assist with, and route incoming calls; respond to inquiries or refer them to the appropriate person or department; and follow through with clients and colleagues.
Take responsibility for special projects as assigned.
Transport and deliver deposit transactions, documents, letters, and packages according to the daily route schedule, and handle on-call pickups and deliveries throughout Central Oregon.
Maintain vehicle maintenance logs.
Track courier supplies and charge merchants for reorder items such as poly bags.
Implement and maintain new and existing courier agreements.
Perform department functions when colleagues are absent or workloads are high; complete assigned training; comply with Bank BSA and AML policies and procedures; participate in assigned internal committees; and perform notary duties.
Provide respectful, ethical, reliable service to internal and external clients; follow policies and procedures; complete administrative tasks accurately and on time; use sound judgment; work safely and report unsafe conditions; and follow established schedules.
Perform other duties as defined by management.