- Assist clients with transaction needs and accurately performs Teller transactions in accordance with bank policies and procedures. Issues negotiable instruments, completes Currency Transaction Report's when applicable and adheres to all audit, assessment and compliance policies/procedures and standards. Maintains good working relationships with fellow employees to ensure teamwork within the Financial Center and through the bank.
- Accountable for the referral of products and services at the Financial Center. Recognizes, demonstrates and follows-through on referral opportunities. Utilizes open ended questions and effective listening skills to generate a two way conversation and identify customer needs across all product and service lines, not limited to deposit and credit products, in order to achieve assigned goals. After identifying needs, introduces customer to appropriate Financial Center sales employee or business partner.
- Responsible for compliance with applicable regulations, operational and security policies and procedures and all risk management elements associated with the position and as defined by management.
General Requirements & Skills
High School Diploma or the Equivalent Experience. (Preferred)
6 to 12 months Customer service experience. (Required)
6 to 12 months Customer service and/or cash handling experience in financial services, retail sales, or a similar goal-oriented environment. (Preferred)