State Bank
Responsibilities
Greet and serve customers in a friendly and courteous manner.
Maintain awareness of new business opportunities with customers; offer relevant products and services to meet customer needs; actively refer customers to appropriate sales staff as appropriate.
Meet or exceed established referral and sales goals for both business and consumer clients.
Handle customer concerns on statement reconciliation and other routine questions.
Maintain knowledge of current bank products and services.
Process changes to existing accounts as requested by clients.
Assist in banking center call efforts by reviewing, updating, and calling prospect lists regularly.
Accurately process transactions, including various types of deposits, payments, transfers, etc., in a timely and professional manner.
Cash checks within approved authority and operating policy.
Sell Cashier’s Checks and Money Orders.
Process night deposits and mail deposits.
Maintain an approved level of cash; turn in excess and mutilated cash.
Prepare daily settlement and proof of cash transactions; balance cash drawer accurately and efficiently on a daily basis.
Prepare transactions for scanning (e.g., branch capture, batch submission, etc.).
Minimize risk of losses, including cash differences and other controllable losses.
Prepare reports relating to the function, e.g., currency transaction, BSA reports, etc.
Demonstrate a working knowledge of State Bank’s security program.
Travel to other banking center locations as needed.
Perform other related duties as assigned.
Coordinate departmental tasks with coworkers inside and outside the department to ensure an efficient process and proper segregation of duties.
Abide by current laws and organizational policies and procedures to promote an environment free of harassment and illegal discriminatory behavior.
Comply with internal policies, procedures, and practices in support of risk management and regulatory requirements (e.g., CIP, CRA, BSA, EEO laws).
Report pertinent information to the immediate supervisor as requested, or according to an established schedule; compile information as necessary and provide data to appropriate bank personnel.
Look for ways to improve processes that will enhance the customer experience and communicate ideas to management.
Respond to inquiries relating to the candidate’s area or requests from customers and bank personnel within given time frames and policy.
Qualifications Education A high school diploma or equivalent.
Experience A minimum of one (1) year of related experience preferred.
Preferred Skills
Moderate reading, writing, and grammar skills.
Proficient analytical and mathematics skills.
Proficient communicative and interpersonal relations skills.
Proficient eye-hand coordination.
Ability to operate various office machines.
Ability to lift approximately fifty (50) lbs. of coin.
Visual and auditory skills.
Additional Information Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
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Greet and serve customers in a friendly and courteous manner.
Maintain awareness of new business opportunities with customers; offer relevant products and services to meet customer needs; actively refer customers to appropriate sales staff as appropriate.
Meet or exceed established referral and sales goals for both business and consumer clients.
Handle customer concerns on statement reconciliation and other routine questions.
Maintain knowledge of current bank products and services.
Process changes to existing accounts as requested by clients.
Assist in banking center call efforts by reviewing, updating, and calling prospect lists regularly.
Accurately process transactions, including various types of deposits, payments, transfers, etc., in a timely and professional manner.
Cash checks within approved authority and operating policy.
Sell Cashier’s Checks and Money Orders.
Process night deposits and mail deposits.
Maintain an approved level of cash; turn in excess and mutilated cash.
Prepare daily settlement and proof of cash transactions; balance cash drawer accurately and efficiently on a daily basis.
Prepare transactions for scanning (e.g., branch capture, batch submission, etc.).
Minimize risk of losses, including cash differences and other controllable losses.
Prepare reports relating to the function, e.g., currency transaction, BSA reports, etc.
Demonstrate a working knowledge of State Bank’s security program.
Travel to other banking center locations as needed.
Perform other related duties as assigned.
Coordinate departmental tasks with coworkers inside and outside the department to ensure an efficient process and proper segregation of duties.
Abide by current laws and organizational policies and procedures to promote an environment free of harassment and illegal discriminatory behavior.
Comply with internal policies, procedures, and practices in support of risk management and regulatory requirements (e.g., CIP, CRA, BSA, EEO laws).
Report pertinent information to the immediate supervisor as requested, or according to an established schedule; compile information as necessary and provide data to appropriate bank personnel.
Look for ways to improve processes that will enhance the customer experience and communicate ideas to management.
Respond to inquiries relating to the candidate’s area or requests from customers and bank personnel within given time frames and policy.
Qualifications Education A high school diploma or equivalent.
Experience A minimum of one (1) year of related experience preferred.
Preferred Skills
Moderate reading, writing, and grammar skills.
Proficient analytical and mathematics skills.
Proficient communicative and interpersonal relations skills.
Proficient eye-hand coordination.
Ability to operate various office machines.
Ability to lift approximately fifty (50) lbs. of coin.
Visual and auditory skills.
Additional Information Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
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