Sales Associate I and II (Teller)

LOCATION:

SUMMARY:

Provide excellent customer service while promoting bank and financial products and services to customers.

RESPONSIBILITIES:

  • Opening procedures associated with preparation for daily work activities
  • Process deposits, withdrawals, cash checks and accept payments
  • Issue cashier checks, money orders and travelers’ checks
  • Process night deposits
  • Process bank-by-mail deposits
  • Balance ATM
  • Balance cash drawer
  • Handle any customer correspondence
  • Resolve customer requests and concerns
  • Promote and cross-sell bank products and services
  • Provide excellent customer service
  • Accurate completion of all tickets, transactions (i.e. general ledger, in/out tickets, teller blotter and various forms
  • Preparing cash transaction report (CTR’s)
  • Preparing suspicious activity report (SAR’s)
  • Preparing monetary instrument forms
  • Follow OFAC procedures
  • Sponsor new employees during probationary period
  • Follow established guidelines and procedures consistently and accurately
  • Attention to detail necessary to properly verify and document all aspects of every transaction
  • Participation in required training including compliance, security, regulations and bank secrecy, etc.
  • Active participation in sales promotions to meet prescribed sales goals

May assume other responsibilities and/or requirements as business objectives impose.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

  • Professional and comprehensive manner of work to ensure compliance to procedures and regulations
  • Effective communication skills to provide customer service in person and on the phone
  • Proficiency with desk top computer and computer-based applications
  • Basic math skills

Management reserves the right to change this job description at any time according to business needs.