Maintains primary responsibility for all operational elements of a small to mid-sized banking office by:
Managing the branch cash vault to within prescribed limits and serving as the vault custodian. Must master the use of the bank’s cash forecasting system.
Serving as the branch’s ATM custodian; ensures it remains stocked, functional, and is balanced daily.
Auditing all negotiable instruments, cash drawers, foreign currency (if applicable) and related logs to ensure adherence to defined policies and procedures.
Responsible for all operational components in the branch such as balancing and researching cash errors, filing necessary BSA forms, compliance and security elements
Stays abreast of all compliance and security requirements and implements processes within the branch to ensure regular adherence.
Routinely reviews new account opening documentation, to include some that is more complex (i.e. corporate resoutions, business customer profiles, businesses designated as high-risk, etc.) to ensure adherence to bank policies and procedures
Incumbents in this position are skilled in both sales and transactional capacities and personally service all customers by:
Opening deposit accounts and taking loan applications for various lending units
Closing consumer loans
Making referrals to other bank business lines and third party partners
Handling routine account maintenance and other servicing issues
Processing monetary transactions such as cashing checks, making deposits, selling monetary instruments, buying/selling foreign currency, processing credit card cash advances
Maintaining safe deposit records properly to include contracts, access slips and assisting customers with access to safe deposit boxes (if applicable)
Education and Experience
High school diploma or equivalent required
Two to four years of related job experience required
Ability to work independently
Ability to multi-task in a fast-paced environment
Basic business acumen and professionalism required
Individual should be an outgoing self-starter
Technically literate in a MS Windows environment
Strong interpersonal skills and a desire to be in the ‘customer service’ business
Strong written and verbal communication skills
Ability to build relationships and strong alliances across the organization
