State Bank
Overview
Role and responsibilities in customer service, sales, and paying and receiving functions within the community bank office. The position involves coordinating with the department and other departments, reporting to the supervisor, and responding to inquiries or requests for information. Responsibilities
Greets and serves customers in a friendly and courteous manner. Maintains awareness of new business opportunities with customers; offers relevant products and services; 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 knowledge of the 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 to ensure an efficient process and proper segregation of duties. Maintains compliance with laws and organizational policies; promotes a harassment-free workplace. Supports adherence to internal policies and regulatory requirements (CIP, CRA, BSA, EEO, etc.). Reports information to the supervisor as requested; compiles data as necessary. Looks for ways to improve processes to enhance the customer experience and communicates ideas to management. Responds to inquiries within established time frames and policy. Ancillary Duties
May provide safe deposit box services to customers. May support non-paying and receiving activities, e.g., new accounts, consumer loans, etc. May balance, replenish, and/or service ATM machines. May process and validate accuracy of coin and currency amounts related to cash shipments. Performs tasks that are supportive in nature and may be altered depending on circumstances. Physical Requirements
Occasionally ascends/descends stairs and moves through different floors. Position self to accomplish tasks in various environments, including tight spaces. Remain stationary for extended periods; occasionally move about the office to accomplish tasks. Occasionally move objects up to 50 pounds. Occasionally operate machinery or power tools; occasionally operate motor vehicles or heavy equipment. Constantly moves wrists, hands, and/or fingers; frequently communicates with others to exchange information. Occasionally exposed to outdoor elements such as precipitation and wind. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries: Banking
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Role and responsibilities in customer service, sales, and paying and receiving functions within the community bank office. The position involves coordinating with the department and other departments, reporting to the supervisor, and responding to inquiries or requests for information. Responsibilities
Greets and serves customers in a friendly and courteous manner. Maintains awareness of new business opportunities with customers; offers relevant products and services; 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 knowledge of the 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 to ensure an efficient process and proper segregation of duties. Maintains compliance with laws and organizational policies; promotes a harassment-free workplace. Supports adherence to internal policies and regulatory requirements (CIP, CRA, BSA, EEO, etc.). Reports information to the supervisor as requested; compiles data as necessary. Looks for ways to improve processes to enhance the customer experience and communicates ideas to management. Responds to inquiries within established time frames and policy. Ancillary Duties
May provide safe deposit box services to customers. May support non-paying and receiving activities, e.g., new accounts, consumer loans, etc. May balance, replenish, and/or service ATM machines. May process and validate accuracy of coin and currency amounts related to cash shipments. Performs tasks that are supportive in nature and may be altered depending on circumstances. Physical Requirements
Occasionally ascends/descends stairs and moves through different floors. Position self to accomplish tasks in various environments, including tight spaces. Remain stationary for extended periods; occasionally move about the office to accomplish tasks. Occasionally move objects up to 50 pounds. Occasionally operate machinery or power tools; occasionally operate motor vehicles or heavy equipment. Constantly moves wrists, hands, and/or fingers; frequently communicates with others to exchange information. Occasionally exposed to outdoor elements such as precipitation and wind. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries: Banking
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