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Company | State Bank and Trust 1 |
Address | , Montpelier, 43543, Oh |
Employment type | FULL_TIME |
Salary | |
Expires | 2023-06-10 |
Posted at | 1 year ago |
Role and Responsibilities
Responsible for performing a variety of duties to support the customer service, sales, and paying and receiving function of the community office; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Essential Duties
- Performs a variety of duties to support the customer service, sales, and paying and receiving function of the community office of which the following are illustrative:
- Greets and serves customers in a friendly and courteous manner.
- Maintains an awareness of new business opportunities with customers; offers relevant products and services to meet customer needs; actively refers customers to appropriate sales staff as appropriate.
- Meets or exceeds established referral and sales goals for both business and consumer clients.
- Handles customer concerns on statement reconciliation and other routine questions.
- Maintains knowledge of current bank products and services
- Processes changes to existing accounts as requested by clients.
- Assists in banking center call efforts by reviewing, updating, and calling prospect lists regularly.
- Accurately processes transactions, including various types of deposits, payments, transfers, etc. in a timely and professional manner.
- Cashes checks within approved authority and operating policy.
- Sells Cashier?s Checks and Money Orders.
- Processes night deposits and mail deposits.
- Maintains an approved level of cash; turns in excess and mutilated cash.
- Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis.
- Prepares transactions for scanning (i.e. branch capture, batch submission, etc.)
- Minimizes risk of losses, including cash differences and other controllable losses.
- Prepares reports relating to the function, e.g., currency transaction, BSA reports, etc.
- Demonstrates a working knowledge of State Bank?s security program.
- Travel to other banking center locations as needed.
- Performs other related duties as assigned.
- Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
- Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Customer Identification Program (CIP), Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
- Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
- Constantly look for ways to improve processes that will improve the customer?s experience and communicate those ideas to management.
- Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
Ancillary Duties
- May be required, on occasion, to provide safe deposit box services to customers.
- May be required to provide support in non-paying and receiving activities, e.g., new accounts, consumer loans, etc.
- May be required to balance, replenish, and/or service ATM machines.
- May be required to Process and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
- Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.
EEO/AA Employer: Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity
Agency Statement: SB Financial does not accept solicitation from Third Party Recruiters for any position
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