Retail Banking Representative

Bank of Botetourt • Roanoke, VA

6d

About The Position

The Retail Banking Representative facilitates a variety of account transactions and service requests while maintaining a high level of customer service. The role serves customers at the Melrose Plaza Office and performs teller transactions, supports account services, maintains cash and negotiable-item controls, and promotes the bank’s products and services. Banking experience is preferred but not required.

The representative is expected to provide superior customer service, represent the bank professionally, and support community affairs and events. Duties may be modified, and employees are expected to perform other duties as assigned.

Requirements

• Proficiency in Microsoft Office applications and strong computer skills.
• Excellent customer service skills.
• Ability to multitask.
• Proficiency in operating standard office machines.

Nice To Haves

• Banking experience is preferred but not required.

Responsibilities

• Greet customers and process deposits, checking endorsements and evaluating items for applicable holds.
• Examine cash deposits for counterfeit currency and follow required protocols when suspected counterfeit currency is identified.
• Receive loan payments and ensure payments cover the amount due, including applicable late charges.
• Issue cashier’s checks within prescribed limits and explain how customers can purchase U.S. Savings Bonds.
• Process mail, night drop, ATM, and daytime drop-off deposits and record applicable information on bank forms.
• Close accounts or complete account transfers as requested.
• Assist customers with stop-payment and wire-transfer requests.
• Complete currency transaction reports for cash transactions over $10,000 and consolidated currency reports for cash transactions over $3,000 and below $10,000.
• Execute requests to purchase or redeem foreign currency.
• Batch work at designated times, review for red batches, and balance the cash drawer at the end of the day.
• Account for teller outages on the business day they are identified and report them to the Head Teller or Branch Manager.
• Cash checks, process savings-account withdrawals, and redeem savings bonds.
• Process safe deposit box payments and assist customers accessing their safe deposit boxes.
• Maintain a helpful, friendly attitude and provide excellent customer service.
• Maintain knowledge of the bank’s products and services, identify referral opportunities, cross-sell products and services, and work with the manager on retail sales goals.
• Adhere to currency and coin limits and understand robbery response and post-robbery procedures.
• Maintain an orderly work area and secure negotiable items and confidential records.
• Collect and verify updated customer identification data.
• Balance and maintain the ATM, if applicable.
• Operate standard office machines, including a coin sorter, coin wrapper, currency counter, teller machine, copier, typewriter, fax machine, and adding machine.
• Keep the teller station stocked with forms and supplies.
• Assist with receiving and processing deposits for the Bank of Botetourt Elementary Savings Program.
• Provide superior customer service, represent the bank professionally in community affairs and events, and treat staff with respect and cooperation.
• Conduct business to maximize shareholder value and promptly report known or suspected BSA violations to the BSA Officer or Coordinator.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed